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 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
774+ 13.24% |
$75.7K - $78K
|
6.62K
$662K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
771+ 0.51% |
$75.4K - $77.7K
|
153K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
753+ 1.76% |
$73.6K - $75.9K
|
43.6K
$4.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
747+ 0.68% |
$73K - $75.3K
|
110K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
737New |
$72K - $74.3K
|
737
$73.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
734+ 4.1% |
$71.7K - $74K
|
18.6K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
730+ 8.66% |
$71.4K - $73.5K
|
9.16K
$916K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
728+ 17.48% |
$71.2K - $73.3K
|
4.89K
$489K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
727+ 944.16% |
$71.1K - $73.2K
|
804
$80.4K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
727New |
$71.1K - $73.2K
|
727
$72.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
720+ 55.38% |
$70.4K - $72.5K
|
2.02K
$202K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
710+ 24.4% |
$69.4K - $71.5K
|
3.62K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
700+ 50.0% |
$68.4K - $70.5K
|
2.1K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
700+ 8.53% |
$68.4K - $70.5K
|
8.91K
$891K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
695+ 0.6% |
$67.9K - $70K
|
117K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
692+ 29.69% |
$67.6K - $69.7K
|
3.02K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
685+ 2.37% |
$67K - $69K
|
29.6K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
680+ 2.5% |
$66.5K - $68.5K
|
27.9K
$2.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
674+ 190.93% |
$65.9K - $67.9K
|
1.03K
$103K
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
664+ 0.98% |
$64.9K - $66.9K
|
68.3K
$6.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
663+ 4.22% |
$64.8K - $66.8K
|
16.4K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
654+ 30.07% |
$63.9K - $65.9K
|
2.83K
$283K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
654+ 2.53% |
$63.9K - $65.9K
|
26.5K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
652+ 4.06% |
$63.7K - $65.7K
|
16.7K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
650+ 0.48% |
$63.5K - $65.5K
|
137K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
626+ 0.56% |
$61.2K - $63.1K
|
112K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
624+ 2.23% |
$61K - $62.9K
|
28.6K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
613+ 6.48% |
$59.9K - $61.8K
|
10.1K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
612+ 0.99% |
$59.8K - $61.7K
|
62.4K
$6.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
610+ 10.52% |
$59.6K - $61.5K
|
6.41K
$641K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
609+ 8.1% |
$59.5K - $61.4K
|
8.13K
$813K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
595+ 23.24% |
$58.2K - $59.9K
|
3.16K
$316K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
585+ 10.36% |
$57.2K - $58.9K
|
6.23K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
568+ 5.28% |
$55.5K - $57.2K
|
11.3K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
567+ 0.4% |
$55.4K - $57.1K
|
143K
$14.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
551+ 163.99% |
$53.9K - $55.5K
|
887
$88.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
550+ 2.56% |
$53.8K - $55.4K
|
22K
$2.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
BUY
|
- |
546+ 3.0% |
$53.4K - $55K
|
18.8K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
543+ 39.64% |
$53.1K - $54.7K
|
1.91K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
540New |
$52.8K - $54.4K
|
540
$54K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
538+ 6.49% |
$52.6K - $54.2K
|
8.83K
$883K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
528+ 27.39% |
$51.6K - $53.2K
|
2.46K
$246K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
528+ 0.82% |
$51.6K - $53.2K
|
64.6K
$6.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
528+ 5.9% |
$51.6K - $53.2K
|
9.47K
$947K
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
527+ 2.04% |
$51.5K - $53.1K
|
26.4K
$2.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
521+ 4.72% |
$50.9K - $52.5K
|
11.5K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
BUY
|
- |
515+ 2.85% |
$50.3K - $51.9K
|
18.6K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
515+ 8.08% |
$50.3K - $51.9K
|
6.89K
$689K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
510+ 10.78% |
$49.9K - $51.4K
|
5.24K
$524K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
504+ 0.43% |
$49.3K - $50.8K
|
117K
$11.7M
|
|