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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.86KNew |
$280K - $288K
|
2.86K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.85K+ 9.78% |
$278K - $287K
|
31.9K
$3.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
2.84K+ 3.4% |
$277K - $286K
|
86.4K
$8.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.82K+ 1.1% |
$275K - $284K
|
259K
$25.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.77K+ 3.73% |
$270K - $279K
|
76.9K
$7.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.76KNew |
$270K - $278K
|
2.76K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.75K+ 13.79% |
$269K - $277K
|
22.7K
$2.27M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.74K+ 1.37% |
$268K - $276K
|
203K
$20.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.73K+ 7.96% |
$267K - $275K
|
37K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.73K+ 4.05% |
$266K - $275K
|
70K
$7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.72K+ 0.96% |
$266K - $274K
|
285K
$28.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.7K+ 7.48% |
$264K - $272K
|
38.8K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
2.7K+ 17.53% |
$264K - $272K
|
18.1K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.7K+ 18.91% |
$264K - $272K
|
17K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.68K+ 2.38% |
$262K - $270K
|
115K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 6.52% |
$261K - $268K
|
43.6K
$4.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
2.64K+ 17.41% |
$258K - $266K
|
17.8K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.63KNew |
$257K - $265K
|
2.63K
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.6K+ 0.74% |
$254K - $262K
|
353K
$35.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.6KNew |
$254K - $262K
|
2.6K
$260K
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 2.08% |
$253K - $261K
|
127K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.56K+ 71.27% |
$250K - $257K
|
6.14K
$614K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.54KNew |
$248K - $256K
|
2.54K
$254K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.52KNew |
$247K - $254K
|
2.52K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.52K+ 6.98% |
$246K - $254K
|
38.6K
$3.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.52KNew |
$246K - $253K
|
2.52K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.51K+ 2.19% |
$245K - $252K
|
117K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.5K+ 10.12% |
$244K - $252K
|
27.2K
$2.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.5K+ 62.5% |
$244K - $252K
|
6.5K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.5K+ 24.34% |
$244K - $252K
|
12.8K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.48K+ 8.6% |
$243K - $250K
|
31.3K
$3.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
2.47K+ 3.51% |
$242K - $249K
|
73K
$7.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.41K+ 4.62% |
$236K - $243K
|
54.6K
$5.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.23% |
$235K - $242K
|
110K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.4KNew |
$235K - $242K
|
2.4K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.39K+ 27.47% |
$234K - $241K
|
11.1K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.39K+ 50.55% |
$234K - $241K
|
7.12K
$712K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.39K+ 29.48% |
$234K - $241K
|
10.5K
$1.05M
|
|