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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.72K+ 6.43% |
$363K - $374K
|
61.5K
$6.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.71K+ 42.54% |
$363K - $374K
|
12.4K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.69K+ 5.44% |
$361K - $372K
|
71.6K
$7.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
3.65K+ 1.1% |
$357K - $368K
|
336K
$33.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3.62KNew |
$354K - $365K
|
3.62K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.59KNew |
$351K - $362K
|
3.59K
$359K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.59K+ 7.81% |
$351K - $361K
|
49.5K
$4.95M
|
|
|
Dec 01, 2025
Q3 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
3.58K+ 2.91% |
$350K - $361K
|
127K
$12.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.57K+ 15.64% |
$349K - $359K
|
26.4K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
3.57K+ 2.74% |
$348K - $359K
|
134K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$347K - $358K
|
3.55K
$355K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.54K+ 5.64% |
$346K - $357K
|
66.2K
$6.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
3.52K+ 5.48% |
$344K - $355K
|
67.8K
$6.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.49K+ 2.84% |
$342K - $352K
|
127K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 0.87% |
$341K - $352K
|
403K
$40.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.47K+ 1.15% |
$339K - $350K
|
305K
$30.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
3.44K+ 2.52% |
$336K - $346K
|
140K
$14M
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.44KNew |
$336K - $346K
|
3.44K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.43K+ 13.85% |
$336K - $346K
|
28.2K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.43K+ 1.76% |
$335K - $345K
|
198K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.42K+ 1.84% |
$334K - $344K
|
189K
$18.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.37K+ 14.08% |
$330K - $340K
|
27.3K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.33KNew |
$326K - $336K
|
3.33K
$333K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.33K+ 9.99% |
$325K - $335K
|
36.6K
$3.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.28K+ 2.06% |
$320K - $330K
|
162K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.26K+ 7.08% |
$319K - $329K
|
49.3K
$4.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.25KNew |
$318K - $327K
|
3.25K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3.23KNew |
$316K - $326K
|
3.23K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3.22K+ 1.22% |
$315K - $324K
|
268K
$26.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22K+ 6.0% |
$314K - $324K
|
56.9K
$5.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.14K+ 1.19% |
$307K - $316K
|
267K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.14K+ 39.4% |
$307K - $316K
|
11.1K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.13KNew |
$306K - $315K
|
3.13K
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.1K+ 8.02% |
$303K - $313K
|
41.8K
$4.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$302K - $311K
|
3.09K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.08K+ 1612.04% |
$301K - $310K
|
3.27K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.08K+ 33.54% |
$301K - $310K
|
12.3K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.07K+ 113.52% |
$300K - $310K
|
5.78K
$578K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.07K+ 11.38% |
$300K - $309K
|
30K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.07K+ 2.36% |
$300K - $309K
|
133K
$13.3M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.03K+ 3.04% |
$296K - $305K
|
103K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
3.02K+ 7.98% |
$295K - $305K
|
40.9K
$4.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3KNew |
$294K - $303K
|
3K
$300K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.98K+ 0.54% |
$291K - $300K
|
559K
$55.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.97K+ 40.19% |
$291K - $299K
|
10.4K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.97KNew |
$290K - $299K
|
2.97K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.95K+ 3.39% |
$289K - $298K
|
90.2K
$9.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.95K+ 20.79% |
$288K - $297K
|
17.1K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.94KNew |
$287K - $296K
|
2.94K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.94K+ 11.79% |
$287K - $296K
|
27.8K
$2.78M
|
|