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 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
638+ 32.55% |
$61.7K - $64.6K
|
2.6K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
634+ 31.78% |
$61.3K - $64.2K
|
2.63K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
604+ 14.83% |
$58.4K - $61.1K
|
4.68K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
593+ 1.09% |
$57.3K - $60K
|
54.8K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
592+ 27.9% |
$57.2K - $59.9K
|
2.71K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
586+ 0.52% |
$56.6K - $59.3K
|
113K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
580+ 14.94% |
$56.1K - $58.7K
|
4.46K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
579New |
$56K - $58.6K
|
579
$56.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
570+ 71.25% |
$55.1K - $57.7K
|
1.37K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
567+ 5.04% |
$54.8K - $57.4K
|
11.8K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
560+ 2.72% |
$54.1K - $56.7K
|
21.1K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
550+ 1.34% |
$53.2K - $55.7K
|
41.6K
$4.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
539+ 21.39% |
$52.1K - $54.6K
|
3.06K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
536New |
$51.8K - $54.3K
|
536
$52.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
536+ 1786.67% |
$51.8K - $54.3K
|
566
$55.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
527+ 3.06% |
$50.9K - $53.3K
|
17.8K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
520+ 1.15% |
$50.3K - $52.6K
|
45.9K
$4.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
517+ 13.54% |
$50K - $52.3K
|
4.34K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
514New |
$49.7K - $52K
|
514
$50.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
507+ 11.05% |
$49K - $51.3K
|
5.09K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
504+ 1.07% |
$48.7K - $51K
|
47.8K
$4.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
500+ 18.8% |
$48.3K - $50.6K
|
3.16K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
495+ 9.9% |
$47.8K - $50.1K
|
5.49K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
490+ 3.17% |
$47.4K - $49.6K
|
16K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
485+ 0.75% |
$46.9K - $49.1K
|
65.2K
$6.35M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
484+ 3.73% |
$46.8K - $49K
|
13.4K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
479+ 10.75% |
$46.3K - $48.5K
|
4.94K
$481K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
475+ 4.16% |
$45.9K - $48.1K
|
11.9K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
462New |
$44.6K - $46.8K
|
462
$45K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
459+ 13.34% |
$44.4K - $46.5K
|
3.9K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
445New |
$43K - $45K
|
445
$43.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
444+ 0.07% |
$42.9K - $44.9K
|
636K
$62M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
441+ 9.05% |
$42.6K - $44.6K
|
5.32K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
433+ 8.08% |
$41.8K - $43.8K
|
5.79K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
414+ 7.26% |
$40K - $41.9K
|
6.12K
$596K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
410+ 0.17% |
$39.6K - $41.5K
|
239K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
409+ 138.18% |
$39.5K - $41.4K
|
705
$68.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
407+ 2.5% |
$39.3K - $41.2K
|
16.7K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
405+ 1.63% |
$39.1K - $41K
|
25.2K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
403+ 7.43% |
$38.9K - $40.8K
|
5.83K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
398+ 4.48% |
$38.5K - $40.3K
|
9.28K
$904K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
395+ 1.95% |
$38.2K - $40K
|
20.7K
$2.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
382+ 3.15% |
$36.9K - $38.7K
|
12.5K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
377+ 6.1% |
$36.4K - $38.2K
|
6.56K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
370+ 0.55% |
$35.8K - $37.5K
|
67.1K
$6.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
361New |
$34.9K - $36.5K
|
361
$35.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
355+ 0.15% |
$34.3K - $35.9K
|
242K
$23.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
353+ 9.71% |
$34.1K - $35.7K
|
3.99K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
350+ 14.98% |
$33.8K - $35.4K
|
2.69K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
349+ 7.54% |
$33.7K - $35.3K
|
4.98K
$485K
|