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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
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
|
|