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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 4.66% |
$524K - $540K
|
120K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.32K+ 53.65% |
$520K - $536K
|
15.2K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.28K+ 21.05% |
$516K - $532K
|
30.4K
$3.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.28K+ 9.66% |
$516K - $532K
|
59.9K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.26K+ 61.97% |
$515K - $530K
|
13.8K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
5.2K+ 4.71% |
$508K - $524K
|
116K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.16KNew |
$505K - $520K
|
5.16K
$516K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.12K+ 15.15% |
$501K - $516K
|
38.9K
$3.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.11K+ 4.18% |
$500K - $515K
|
128K
$12.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
5.11K+ 5.9% |
$500K - $515K
|
91.8K
$9.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.02K+ 8.06% |
$491K - $506K
|
67.3K
$6.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5K+ 2.01% |
$489K - $504K
|
254K
$25.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5K+ 232.64% |
$488K - $503K
|
7.15K
$715K
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5K+ 2.03% |
$488K - $503K
|
251K
$25.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.97K+ 9.16% |
$486K - $500K
|
59.2K
$5.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.94K+ 3.77% |
$482K - $497K
|
136K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.93K+ 401.22% |
$482K - $497K
|
6.16K
$616K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.83K+ 1.89% |
$472K - $487K
|
260K
$26M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.83K+ 1603.65% |
$472K - $486K
|
5.13K
$513K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
4.83K+ 11.88% |
$472K - $486K
|
45.5K
$4.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
4.8K+ 192.04% |
$469K - $483K
|
7.3K
$730K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.69K+ 6.6% |
$459K - $473K
|
75.8K
$7.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.65K+ 156.52% |
$454K - $468K
|
7.62K
$762K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
4.64K+ 1.22% |
$454K - $467K
|
384K
$38.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
4.55KNew |
$445K - $458K
|
4.55K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
4.5K+ 5.95% |
$440K - $454K
|
80.2K
$8.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.5KNew |
$440K - $453K
|
4.5K
$450K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4.45K+ 3.26% |
$435K - $448K
|
141K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.42K+ 102.98% |
$432K - $446K
|
8.72K
$872K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.42K+ 3.98% |
$432K - $446K
|
116K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$428K - $441K
|
4.38K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.32K+ 15.03% |
$422K - $435K
|
33K
$3.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.3K+ 24.48% |
$420K - $433K
|
21.8K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
4.24K+ 3.14% |
$415K - $427K
|
139K
$13.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.24K+ 3.07% |
$414K - $427K
|
142K
$14.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.23K+ 3.79% |
$414K - $426K
|
116K
$11.6M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.22KNew |
$413K - $425K
|
4.22K
$422K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.21KNew |
$411K - $424K
|
4.21K
$421K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
4.19K+ 129.72% |
$409K - $422K
|
7.41K
$741K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.17K+ 6.33% |
$408K - $420K
|
70.1K
$7.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.14KNew |
$404K - $417K
|
4.14K
$414K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.14KNew |
$404K - $417K
|
4.14K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.12KNew |
$403K - $415K
|
4.12K
$412K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.11K+ 17.5% |
$402K - $414K
|
27.6K
$2.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.1K+ 12.88% |
$400K - $413K
|
35.9K
$3.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.09K+ 10.79% |
$400K - $412K
|
42K
$4.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.08KNew |
$399K - $411K
|
4.08K
$408K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 7.51% |
$397K - $409K
|
58.1K
$5.81M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
4.05K+ 7.81% |
$395K - $408K
|
55.9K
$5.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.03K+ 18.01% |
$394K - $406K
|
26.4K
$2.64M
|
|