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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.47K+ 3.07% |
$143K - $148K
|
49.4K
$4.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.46K+ 6.79% |
$142K - $147K
|
22.9K
$2.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.45K+ 40.37% |
$142K - $146K
|
5.06K
$506K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.45K+ 1.05% |
$142K - $146K
|
140K
$14M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.44K+ 15.2% |
$141K - $145K
|
10.9K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
1.44K+ 0.99% |
$140K - $145K
|
147K
$14.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.43K+ 5.57% |
$140K - $144K
|
27.1K
$2.71M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.43K+ 9.6% |
$140K - $144K
|
16.3K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.43K+ 10.5% |
$140K - $144K
|
15K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.4K+ 19.79% |
$137K - $141K
|
8.47K
$847K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.4K+ 22.77% |
$136K - $141K
|
7.52K
$752K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.39K+ 48.48% |
$136K - $140K
|
4.26K
$426K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.36K+ 4.49% |
$133K - $137K
|
31.6K
$3.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.35K+ 1.27% |
$132K - $136K
|
108K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 7.71% |
$130K - $134K
|
18.6K
$1.86M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.32K+ 8.61% |
$129K - $133K
|
16.7K
$1.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.31K+ 1.15% |
$128K - $132K
|
115K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.29K+ 4.17% |
$126K - $130K
|
32.3K
$3.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.29K+ 3.42% |
$126K - $130K
|
39.1K
$3.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.29K+ 4.41% |
$126K - $130K
|
30.6K
$3.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
1.29K+ 7.1% |
$126K - $130K
|
19.4K
$1.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.28K+ 0.23% |
$125K - $129K
|
554K
$55.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.26K+ 5.02% |
$123K - $127K
|
26.3K
$2.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.26K+ 5.92% |
$123K - $126K
|
22.5K
$2.25M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.25KNew |
$122K - $126K
|
1.25K
$125K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 1.95% |
$121K - $125K
|
64.8K
$6.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.23K+ 1.9% |
$121K - $124K
|
66.1K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.21K+ 9.82% |
$118K - $122K
|
13.5K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.21K+ 8.24% |
$118K - $122K
|
15.9K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.2K+ 5.01% |
$117K - $120K
|
25.1K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.2K+ 1.45% |
$117K - $120K
|
83.8K
$8.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.19K+ 6.19% |
$116K - $120K
|
20.4K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.19K+ 2.2% |
$116K - $120K
|
55.3K
$5.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.19K+ 13.66% |
$116K - $119K
|
9.86K
$986K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17K+ 33.95% |
$114K - $118K
|
4.62K
$462K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.16K+ 13.98% |
$114K - $117K
|
9.49K
$949K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 20.17% |
$113K - $117K
|
6.9K
$690K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.15K+ 43.74% |
$112K - $115K
|
3.76K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.13K+ 194.0% |
$111K - $114K
|
1.71K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.13K+ 55.56% |
$110K - $114K
|
3.16K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.11K+ 2.93% |
$109K - $112K
|
39.1K
$3.91M
|
|