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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.51M+ 8.32% |
$151M - $153M
|
19.6M
$1.96B
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Navi Inc.
|
BUY
|
- |
747K+ 7.18% |
$74.6M - $75.7M
|
11.2M
$1.12B
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
367K+ 17.98% |
$36.7M - $37.2M
|
2.41M
$241M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
327K+ 16.38% |
$32.7M - $33.1M
|
2.32M
$232M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
223K+ 29.92% |
$22.3M - $22.6M
|
969K
$96.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
142K+ 8.68% |
$14.1M - $14.3M
|
1.77M
$177M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
72.5K+ 25.85% |
$7.24M - $7.34M
|
353K
$35.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
69.5K+ 6.2% |
$6.95M - $7.04M
|
1.19M
$119M
|
|
|
Jan 15, 2026
Q4 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
68.5K+ 13.67% |
$6.84M - $6.93M
|
570K
$57M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
63.9K+ 4.71% |
$6.38M - $6.47M
|
1.42M
$142M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
58.3K+ 0.24% |
$5.82M - $5.91M
|
24.5M
$2.45B
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
57.8K+ 49.99% |
$5.77M - $5.85M
|
173K
$17.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
55.5K+ 9.89% |
$5.54M - $5.62M
|
616K
$61.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
53.4KNew |
$5.33M - $5.41M
|
53.4K
$5.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
52.9K+ 28.99% |
$5.28M - $5.35M
|
235K
$23.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49.5K+ 8.07% |
$4.95M - $5.02M
|
663K
$66.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.2K+ 8.54% |
$4.61M - $4.67M
|
587K
$58.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41.6K+ 7.65% |
$4.16M - $4.22M
|
586K
$58.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
39.2KNew |
$3.91M - $3.97M
|
39.2K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.6K+ 257.76% |
$3.65M - $3.7M
|
50.8K
$5.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
36.4K+ 200.94% |
$3.64M - $3.69M
|
54.5K
$5.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
36.3K+ 205.09% |
$3.62M - $3.67M
|
53.9K
$5.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
34KNew |
$3.4M - $3.45M
|
34K
$3.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33.3K+ 7.91% |
$3.32M - $3.37M
|
454K
$45.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29K+ 9.55% |
$2.89M - $2.93M
|
332K
$33.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.7K+ 4.54% |
$2.77M - $2.81M
|
638K
$63.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
27.1K+ 30.21% |
$2.7M - $2.74M
|
117K
$11.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.5K+ 9.5% |
$2.65M - $2.68M
|
305K
$30.5M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
25.6K+ 13.26% |
$2.56M - $2.6M
|
219K
$21.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25.4K+ 22.29% |
$2.53M - $2.57M
|
139K
$13.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
21.9K+ 4.9% |
$2.19M - $2.22M
|
470K
$47M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
21.3K+ 346.66% |
$2.13M - $2.16M
|
27.4K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
21.1K+ 16.84% |
$2.11M - $2.14M
|
146K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
20.8K+ 26.5% |
$2.08M - $2.11M
|
99.4K
$9.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19.1K+ 1.86% |
$1.91M - $1.94M
|
1.05M
$105M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
16.7K+ 18.79% |
$1.66M - $1.69M
|
105K
$10.5M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
16.1K+ 7.28% |
$1.61M - $1.63M
|
238K
$23.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.8K+ 134.69% |
$1.58M - $1.6M
|
27.6K
$2.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 4.59% |
$1.52M - $1.54M
|
347K
$34.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
14.8KNew |
$1.48M - $1.5M
|
14.8K
$1.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
13.6K+ 15.75% |
$1.36M - $1.38M
|
100K
$10M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.4K+ 6.45% |
$1.24M - $1.25M
|
205K
$20.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 74.94% |
$1.12M - $1.13M
|
26.2K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.5K+ 21.57% |
$1.04M - $1.06M
|
59K
$5.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
10.2K+ 604.91% |
$1.02M - $1.04M
|
11.9K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
10.2K+ 18.7% |
$1.02M - $1.03M
|
64.6K
$6.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
10K+ 37.65% |
$999K - $1.01M
|
36.6K
$3.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.96K+ 1.31% |
$895K - $907K
|
691K
$69.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.55K+ 21.84% |
$854K - $866K
|
47.7K
$4.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.52K+ 12.34% |
$851K - $863K
|
77.6K
$7.76M
|
|