Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
77.9MNew |
$7.53B - $7.88B
|
77.9M
$7.59B
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.46M+ 6.14% |
$721M - $756M
|
129M
$12.6B
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
4.45MNew |
$430M - $450M
|
4.45M
$434M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
816K+ 398.86% |
$78.8M - $82.6M
|
1.02M
$99.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
800K+ 32.65% |
$77.3M - $81M
|
3.25M
$317M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
646K+ 7.9% |
$62.4M - $65.4M
|
8.82M
$860M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
474K+ 140.82% |
$45.8M - $48M
|
811K
$79M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
400KNew |
$38.7M - $40.5M
|
400K
$39M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
344KNew |
$33.3M - $34.9M
|
344K
$33.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
340K+ 35.86% |
$32.8M - $34.4M
|
1.29M
$125M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
305K+ 469.12% |
$29.5M - $30.9M
|
370K
$36.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
268K+ 3365.3% |
$25.9M - $27.2M
|
276K
$26.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263K+ 3.02% |
$25.5M - $26.7M
|
8.99M
$877M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
263KNew |
$25.4M - $26.6M
|
263K
$25.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
231K+ 1.8% |
$22.3M - $23.4M
|
13M
$1.27B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
224K+ 9648.88% |
$21.6M - $22.7M
|
226K
$22M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
222K+ 21.34% |
$21.5M - $22.5M
|
1.26M
$123M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
220KNew |
$21.3M - $22.3M
|
220K
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
208K+ 2.11% |
$20.1M - $21.1M
|
10.1M
$981M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
196K+ 2.84% |
$19M - $19.9M
|
7.11M
$693M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
188K+ 10.26% |
$18.2M - $19M
|
2.02M
$197M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
182KNew |
$17.6M - $18.5M
|
182K
$17.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
178K+ 106.25% |
$17.2M - $18.1M
|
346K
$33.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
171K+ 4.22% |
$16.6M - $17.3M
|
4.23M
$412M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
165KNew |
$16M - $16.7M
|
165K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
165K+ 45.27% |
$15.9M - $16.7M
|
528K
$51.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 29.66% |
$15.4M - $16.1M
|
695K
$67.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
157KNew |
$15.1M - $15.8M
|
157K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
144K+ 64.26% |
$13.9M - $14.5M
|
367K
$35.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
141KNew |
$13.7M - $14.3M
|
141K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
141K+ 6353.6% |
$13.7M - $14.3M
|
144K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
140KNew |
$13.6M - $14.2M
|
140K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133K+ 166.44% |
$12.8M - $13.4M
|
212K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
129KNew |
$12.4M - $13M
|
129K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126K+ 5.92% |
$12.2M - $12.7M
|
2.25M
$219M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
118K+ 13.11% |
$11.4M - $12M
|
1.02M
$99.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
118K+ 7.85% |
$11.4M - $12M
|
1.62M
$158M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
118K+ 4980.36% |
$11.4M - $11.9M
|
120K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
116K+ 51.71% |
$11.2M - $11.7M
|
340K
$33.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
116K+ 34.79% |
$11.2M - $11.7M
|
448K
$43.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
111KNew |
$10.7M - $11.3M
|
111K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
107K+ 4870.54% |
$10.3M - $10.8M
|
109K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
106KNew |
$10.3M - $10.8M
|
106K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
103K+ 21.77% |
$9.93M - $10.4M
|
575K
$56M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
101K+ 3104.3% |
$9.76M - $10.2M
|
104K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
100K+ 31.29% |
$9.7M - $10.2M
|
421K
$41.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
98.1K+ 65.64% |
$9.48M - $9.93M
|
247K
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94K+ 27.91% |
$9.09M - $9.52M
|
431K
$42M
|