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
|
Argi Investment Services, LLC
|
BUY
|
- |
2.38K+ 2.37% |
$233K - $240K
|
103K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.38K+ 0.97% |
$232K - $239K
|
248K
$24.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.33K+ 75.48% |
$228K - $235K
|
5.42K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.32K+ 13.41% |
$227K - $234K
|
19.6K
$1.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.32K+ 6.57% |
$227K - $234K
|
37.6K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.32K+ 4.14% |
$227K - $234K
|
58.4K
$5.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.3KNew |
$225K - $232K
|
2.3K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.29K+ 5082.22% |
$224K - $230K
|
2.33K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.26K+ 36.03% |
$221K - $228K
|
8.54K
$854K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.26K+ 12.29% |
$221K - $228K
|
20.6K
$2.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.24K+ 2.26% |
$219K - $226K
|
101K
$10.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.23KNew |
$218K - $224K
|
2.23K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
2.21K+ 14.85% |
$216K - $222K
|
17.1K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.21KNew |
$216K - $222K
|
2.21K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2.2K+ 40.65% |
$215K - $222K
|
7.62K
$762K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.18KNew |
$213K - $219K
|
2.18K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.16K+ 2.01% |
$211K - $217K
|
110K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.14K+ 6.04% |
$209K - $215K
|
37.5K
$3.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.13KNew |
$208K - $215K
|
2.13K
$213K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.12K+ 13.63% |
$207K - $214K
|
17.7K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.12K+ 20.27% |
$207K - $213K
|
12.6K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.12KNew |
$207K - $213K
|
2.12K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.11KNew |
$207K - $213K
|
2.11K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.11K+ 22.84% |
$207K - $213K
|
11.4K
$1.14M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.11KNew |
$206K - $213K
|
2.11K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.11KNew |
$206K - $212K
|
2.11K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.11K+ 2.44% |
$206K - $212K
|
88.4K
$8.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.11K+ 25.51% |
$206K - $212K
|
10.4K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
2.1KNew |
$205K - $211K
|
2.1K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.09KNew |
$204K - $211K
|
2.09K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.09K+ 3.21% |
$204K - $210K
|
67.1K
$6.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 8.96% |
$203K - $209K
|
25.3K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.07K+ 16.22% |
$202K - $208K
|
14.8K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.06KNew |
$201K - $208K
|
2.06K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.06K+ 11.05% |
$201K - $207K
|
20.7K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.05KNew |
$200K - $206K
|
2.05K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.04KNew |
$200K - $206K
|
2.04K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.04KNew |
$200K - $206K
|
2.04K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.03K+ 0.95% |
$198K - $204K
|
216K
$21.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.03KNew |
$198K - $204K
|
2.03K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.02KNew |
$198K - $204K
|
2.02K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02K+ 2.22% |
$198K - $204K
|
92.9K
$9.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2.02KNew |
$197K - $203K
|
2.02K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 4.04% |
$195K - $201K
|
51.4K
$5.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 65.82% |
$194K - $200K
|
5.01K
$501K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 113.12% |
$194K - $200K
|
3.74K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
1.95K+ 8.22% |
$191K - $197K
|
25.7K
$2.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.94K+ 27.8% |
$190K - $196K
|
8.92K
$892K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.93K+ 8.57% |
$189K - $195K
|
24.5K
$2.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.92K+ 29.97% |
$188K - $194K
|
8.34K
$834K
|
|