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 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.08K+ 1.11% |
$104K - $109K
|
98.3K
$9.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.05K+ 14.48% |
$101K - $106K
|
8.3K
$809K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.05K+ 2.39% |
$101K - $106K
|
44.9K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.05K+ 0.74% |
$101K - $106K
|
143K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.03KNew |
$99.1K - $104K
|
1.03K
$99.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.02K+ 7.12% |
$99K - $104K
|
15.4K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.01K+ 10.05% |
$97.8K - $102K
|
11.1K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1K+ 775.97% |
$96.7K - $101K
|
1.13K
$110K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
991+ 16.76% |
$95.8K - $100K
|
6.9K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
990+ 16.66% |
$95.7K - $100K
|
6.93K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
985+ 2.74% |
$95.2K - $99.7K
|
36.9K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
969+ 42.93% |
$93.6K - $98.1K
|
3.23K
$314K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
959+ 675.35% |
$92.7K - $97.1K
|
1.1K
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
956+ 6.56% |
$92.4K - $96.8K
|
15.5K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
916+ 4.76% |
$88.5K - $92.7K
|
20.2K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
887+ 2.09% |
$85.7K - $89.8K
|
43.3K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
886+ 367.63% |
$85.6K - $89.7K
|
1.13K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
853+ 2.18% |
$82.4K - $86.3K
|
40K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
839+ 3.52% |
$81.1K - $84.9K
|
24.7K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
831+ 1.26% |
$80.3K - $84.1K
|
66.5K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
810New |
$78.3K - $82K
|
810
$78.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
798+ 5.39% |
$77.1K - $80.8K
|
15.6K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
780+ 2.06% |
$75.4K - $79K
|
38.7K
$3.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
779+ 26.93% |
$75.3K - $78.9K
|
3.67K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
771+ 0.98% |
$74.5K - $78K
|
79.2K
$7.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
771+ 4.31% |
$74.5K - $78K
|
18.7K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
766+ 0.9% |
$74K - $77.5K
|
85.6K
$8.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
756+ 31.18% |
$73.1K - $76.5K
|
3.18K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
755+ 3.97% |
$73K - $76.4K
|
19.8K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
754+ 76.39% |
$72.9K - $76.3K
|
1.74K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
751+ 89.51% |
$72.6K - $76K
|
1.59K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
748+ 14.02% |
$72.3K - $75.7K
|
6.08K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
732+ 2.09% |
$70.7K - $74.1K
|
35.8K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
719+ 4.18% |
$69.5K - $72.8K
|
17.9K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
708+ 24.24% |
$68.4K - $71.7K
|
3.63K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
701+ 14.88% |
$67.7K - $71K
|
5.41K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
700+ 4.44% |
$67.6K - $70.9K
|
16.5K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
698+ 2.97% |
$67.5K - $70.7K
|
24.2K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
698+ 26.54% |
$67.5K - $70.7K
|
3.33K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
696+ 13.08% |
$67.3K - $70.5K
|
6.02K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
696+ 3.55% |
$67.3K - $70.5K
|
20.3K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
692+ 0.32% |
$66.9K - $70.1K
|
216K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
692+ 467.57% |
$66.9K - $70.1K
|
840
$81.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
684+ 2.63% |
$66.1K - $69.2K
|
26.7K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
683+ 0.52% |
$66K - $69.1K
|
132K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
678+ 8.51% |
$65.5K - $68.6K
|
8.64K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
670+ 20.62% |
$64.7K - $67.8K
|
3.92K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
656+ 0.7% |
$63.4K - $66.4K
|
94.2K
$9.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
654+ 1.59% |
$63.2K - $66.2K
|
41.8K
$4.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
640+ 2.18% |
$61.8K - $64.8K
|
30K
$2.92M
|