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 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.82K+ 13.83% |
$176K - $184K
|
15K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.81K+ 82.72% |
$175K - $184K
|
4.01K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.76K+ 1.39% |
$170K - $178K
|
128K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.76K+ 29.13% |
$170K - $178K
|
7.79K
$759K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.75K+ 2.0% |
$169K - $177K
|
89.1K
$8.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.73K+ 3.45% |
$167K - $175K
|
51.7K
$5.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 22.64% |
$163K - $171K
|
9.14K
$890K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$163K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.67K+ 0.55% |
$161K - $169K
|
305K
$29.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.67K+ 6.24% |
$161K - $169K
|
28.4K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.65K+ 4.15% |
$159K - $167K
|
41.2K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.62KNew |
$156K - $163K
|
1.62K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.61K+ 8.18% |
$156K - $163K
|
21.3K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.61K+ 18.43% |
$156K - $163K
|
10.4K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.59K+ 1.41% |
$154K - $161K
|
114K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 13.98% |
$153K - $160K
|
12.9K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.56K+ 8.56% |
$151K - $158K
|
19.8K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.55K+ 8.7% |
$149K - $157K
|
19.3K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.52K+ 58.22% |
$147K - $154K
|
4.13K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.51K+ 21.07% |
$146K - $153K
|
8.66K
$844K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.47K+ 2.19% |
$142K - $149K
|
68.7K
$6.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.46KNew |
$141K - $148K
|
1.46K
$143K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 2.22% |
$141K - $147K
|
67.1K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 12.23% |
$132K - $138K
|
12.5K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.35K+ 13.55% |
$130K - $137K
|
11.3K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.34K+ 1.71% |
$130K - $136K
|
80.1K
$7.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.34K+ 0.78% |
$129K - $136K
|
173K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 2.02% |
$127K - $133K
|
66.3K
$6.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.31K+ 0.5% |
$126K - $132K
|
263K
$25.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 1.15% |
$124K - $130K
|
113K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.27K+ 1.69% |
$123K - $129K
|
76.6K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 37.75% |
$123K - $129K
|
4.63K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 5.39% |
$122K - $128K
|
24.8K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.23K+ 1163.21% |
$119K - $125K
|
1.34K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.21K+ 6.51% |
$117K - $123K
|
19.8K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.21K+ 4.7% |
$117K - $122K
|
26.9K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 2.57% |
$116K - $122K
|
48K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 7.73% |
$115K - $121K
|
16.6K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.17K+ 4.44% |
$113K - $119K
|
27.6K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.17K+ 4.85% |
$113K - $119K
|
25.3K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.14K+ 4.0% |
$110K - $115K
|
29.6K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.13K+ 15.21% |
$109K - $114K
|
8.54K
$832K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.13K+ 11.98% |
$109K - $114K
|
10.5K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.12KNew |
$108K - $113K
|
1.12K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.12K+ 4.68% |
$108K - $113K
|
25.1K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.12K+ 3.47% |
$108K - $113K
|
33.3K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.11K+ 42.44% |
$107K - $113K
|
3.73K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.11K+ 9.03% |
$107K - $112K
|
13.4K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.08K+ 47.37% |
$105K - $110K
|
3.37K
$328K
|