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 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.11K+ 29.47% |
$109K - $112K
|
4.89K
$489K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.09K+ 3.66% |
$107K - $110K
|
30.9K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.09K+ 0.73% |
$107K - $110K
|
151K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09K+ 0.19% |
$106K - $110K
|
589K
$58.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.09K+ 2.38% |
$106K - $110K
|
46.8K
$4.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.09K+ 10.31% |
$106K - $110K
|
11.6K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.09K+ 1.0% |
$106K - $109K
|
109K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.09K+ 5.14% |
$106K - $109K
|
22.2K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.08K+ 45.8% |
$106K - $109K
|
3.45K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.08K+ 44.67% |
$106K - $109K
|
3.5K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.07K+ 1.75% |
$105K - $108K
|
62.2K
$6.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.07K+ 8.39% |
$104K - $108K
|
13.8K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.04K+ 15.89% |
$102K - $105K
|
7.58K
$758K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.03KNew |
$101K - $104K
|
1.03K
$103K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.01K+ 6.31% |
$99.1K - $102K
|
17.1K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.01K+ 13.35% |
$98.8K - $102K
|
8.58K
$858K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.01K+ 40.8% |
$98.6K - $102K
|
3.48K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1K+ 16.8% |
$98K - $101K
|
6.98K
$698K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
996+ 3.69% |
$97.4K - $100K
|
28K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
996+ 34.06% |
$97.4K - $100K
|
3.92K
$392K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
980+ 20.01% |
$95.8K - $98.7K
|
5.88K
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
979+ 0.75% |
$95.7K - $98.6K
|
131K
$13.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
972+ 13.41% |
$95K - $97.9K
|
8.22K
$822K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
942+ 52.54% |
$92.1K - $94.9K
|
2.74K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
941+ 1.43% |
$92K - $94.8K
|
66.8K
$6.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
938+ 12.73% |
$91.7K - $94.5K
|
8.31K
$831K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
927+ 7.15% |
$90.6K - $93.4K
|
13.9K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
915+ 5.77% |
$89.4K - $92.2K
|
16.8K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
910+ 7.52% |
$89K - $91.7K
|
13K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
897New |
$87.7K - $90.4K
|
897
$89.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
896+ 6.39% |
$87.6K - $90.3K
|
14.9K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
893+ 5.72% |
$87.3K - $90K
|
16.5K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
892+ 26.79% |
$87.2K - $89.9K
|
4.22K
$422K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
888+ 13.77% |
$86.8K - $89.5K
|
7.34K
$734K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
886+ 1.44% |
$86.6K - $89.3K
|
62.5K
$6.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
885+ 26.5% |
$86.5K - $89.2K
|
4.23K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
883+ 1.5% |
$86.3K - $89K
|
59.6K
$5.96M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
883+ 1.04% |
$86.3K - $89K
|
85.4K
$8.54M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
875+ 11.05% |
$85.5K - $88.2K
|
8.8K
$880K
|
|
|
Nov 07, 2025
Q3 2025
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
873+ 14.0% |
$85.3K - $88K
|
7.11K
$711K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
836New |
$81.7K - $84.2K
|
836
$83.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
833+ 5.52% |
$81.4K - $83.9K
|
15.9K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
826+ 1.19% |
$80.7K - $83.2K
|
70.5K
$7.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
818+ 6.45% |
$80K - $82.4K
|
13.5K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
811New |
$79.3K - $81.7K
|
811
$81.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
806+ 7.81% |
$78.8K - $81.2K
|
11.1K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
795+ 0.88% |
$77.7K - $80.1K
|
91.5K
$9.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
794+ 1.41% |
$77.6K - $80K
|
57K
$5.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
791+ 11.59% |
$77.3K - $79.7K
|
7.62K
$762K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
786+ 0.38% |
$76.8K - $79.2K
|
205K
$20.5M
|
|