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 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.9K+ 8.63% |
$186K - $191K
|
23.9K
$2.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.9K+ 90.48% |
$186K - $191K
|
4K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.9K+ 0.46% |
$186K - $191K
|
413K
$41.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.89K+ 5.42% |
$185K - $190K
|
36.8K
$3.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.85K+ 3.77% |
$181K - $187K
|
51K
$5.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.85K+ 3032.79% |
$181K - $186K
|
1.91K
$191K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.85K+ 268.31% |
$180K - $186K
|
2.53K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.84K+ 5.59% |
$180K - $185K
|
34.8K
$3.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.82K+ 12.27% |
$178K - $183K
|
16.6K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
1.82K+ 12.36% |
$178K - $183K
|
16.5K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.8K+ 8.38% |
$176K - $182K
|
23.3K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.8K+ 28.02% |
$175K - $181K
|
8.2K
$820K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.79K+ 8.8% |
$175K - $180K
|
22.1K
$2.21M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
1.79K+ 13.1% |
$175K - $180K
|
15.4K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.79K+ 7.76% |
$175K - $180K
|
24.8K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.77KNew |
$173K - $178K
|
1.77K
$177K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.76K+ 25.59% |
$172K - $177K
|
8.64K
$864K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.76K+ 1.09% |
$172K - $177K
|
163K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 2.71% |
$171K - $176K
|
66.2K
$6.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.73K+ 4.68% |
$169K - $175K
|
38.8K
$3.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.71K+ 7.3% |
$167K - $172K
|
25.2K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.7K+ 0.23% |
$167K - $172K
|
740K
$74M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 4.44% |
$164K - $169K
|
39.5K
$3.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.67K+ 23.12% |
$164K - $169K
|
8.91K
$891K
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.67K+ 1.59% |
$163K - $168K
|
107K
$10.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 9.71% |
$163K - $168K
|
18.9K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.66K+ 1.63% |
$162K - $167K
|
103K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$161K - $166K
|
1.65K
$165K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.64K+ 17.91% |
$160K - $165K
|
10.8K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 25.34% |
$160K - $165K
|
8.09K
$809K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.63K+ 6.36% |
$159K - $164K
|
27.2K
$2.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.63K+ 9.97% |
$159K - $164K
|
17.9K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.62K+ 8.18% |
$158K - $163K
|
21.4K
$2.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.61K+ 9.99% |
$157K - $162K
|
17.7K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.6K+ 4.46% |
$156K - $161K
|
37.5K
$3.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.58K+ 1.83% |
$154K - $159K
|
87.9K
$8.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.57K+ 17477.78% |
$154K - $158K
|
1.58K
$158K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.57K+ 19.24% |
$154K - $158K
|
9.74K
$974K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.57K+ 226.41% |
$153K - $158K
|
2.26K
$226K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.55K+ 4.11% |
$152K - $156K
|
39.3K
$3.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.54K+ 3.83% |
$150K - $155K
|
41.7K
$4.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.53K+ 1.79% |
$150K - $155K
|
87.4K
$8.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.52K+ 82.63% |
$148K - $153K
|
3.36K
$336K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.51K+ 10.02% |
$148K - $152K
|
16.6K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.51KNew |
$148K - $152K
|
1.51K
$151K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.5K+ 111.44% |
$147K - $151K
|
2.85K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 5.25% |
$146K - $151K
|
30K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.49K+ 5.93% |
$145K - $150K
|
26.6K
$2.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.47K+ 2.07% |
$144K - $148K
|
72.3K
$7.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.47K+ 30.59% |
$143K - $148K
|
6.27K
$627K
|
|