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 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
150+ 4.56% |
$14.5K - $15.2K
|
3.44K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
144+ 1.06% |
$13.9K - $14.6K
|
13.8K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
142+ 2.99% |
$13.7K - $14.4K
|
4.89K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
142+ 4.77% |
$13.7K - $14.4K
|
3.12K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
140+ 7.08% |
$13.5K - $14.2K
|
2.12K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
139+ 9.99% |
$13.4K - $14.1K
|
1.53K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
139+ 1.24% |
$13.4K - $14.1K
|
11.3K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
137+ 1.42% |
$13.2K - $13.9K
|
9.79K
$954K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
127+ 4.98% |
$12.3K - $12.9K
|
2.68K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 1.09% |
$12.1K - $12.7K
|
11.5K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125+ 3.39% |
$12.1K - $12.7K
|
3.82K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 4.14% |
$12.1K - $12.7K
|
3.14K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
123+ 0.96% |
$11.9K - $12.5K
|
13K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
123+ 2.03% |
$11.9K - $12.5K
|
6.19K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
123+ 6.0% |
$11.9K - $12.5K
|
2.17K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
122+ 1.5% |
$11.8K - $12.4K
|
8.25K
$804K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
121+ 5.1% |
$11.7K - $12.2K
|
2.49K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115+ 0.1% |
$11.1K - $11.6K
|
114K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
109+ 4.5% |
$10.5K - $11K
|
2.53K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
98New |
$9.47K - $9.92K
|
98
$9.55K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.61% |
$8.5K - $8.91K
|
5.55K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
87New |
$8.41K - $8.81K
|
87
$8.48K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82+ 0.43% |
$7.92K - $8.3K
|
19.2K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 0.5% |
$7.34K - $7.69K
|
15.3K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
74+ 0.68% |
$7.15K - $7.49K
|
10.9K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
72+ 0.05% |
$6.96K - $7.29K
|
131K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
67+ 6.58% |
$6.47K - $6.78K
|
1.09K
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
63+ 0.03% |
$6.09K - $6.38K
|
180K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
58+ 0.14% |
$5.61K - $5.87K
|
42.7K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 2.15% |
$5.32K - $5.57K
|
2.62K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
54New |
$5.22K - $5.47K
|
54
$5.26K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
52+ 0.31% |
$5.03K - $5.26K
|
16.7K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
52+ 0.76% |
$5.03K - $5.26K
|
6.86K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
52+ 1.07% |
$5.03K - $5.26K
|
4.89K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 1.07% |
$4.93K - $5.16K
|
4.81K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 3.85% |
$4.83K - $5.06K
|
1.35K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
50+ 1.22% |
$4.83K - $5.06K
|
4.14K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
48+ 0.11% |
$4.64K - $4.86K
|
44.6K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
39+ 0.3% |
$3.77K - $3.95K
|
12.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
38+ 1.26% |
$3.67K - $3.85K
|
3.05K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
37+ 0.44% |
$3.58K - $3.75K
|
8.36K
$815K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
32New |
$3.09K - $3.24K
|
32
$3.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30New |
$2.9K - $3.04K
|
30
$2.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29+ 0.62% |
$2.8K - $2.94K
|
4.68K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
28+ 0.4% |
$2.71K - $2.83K
|
7.05K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
28New |
$2.71K - $2.83K
|
28
$2.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
27+ 0.72% |
$2.61K - $2.73K
|
3.76K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 1.16% |
$2.42K - $2.53K
|
2.18K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
24+ 1.07% |
$2.32K - $2.43K
|
2.26K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
22+ 0.07% |
$2.13K - $2.23K
|
32K
$3.11M
|