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 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
395KNew |
$38.1M - $40.3M
|
395K
$38.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
374K+ 57.81% |
$36M - $38.1M
|
1.02M
$99.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
346K+ 5.01% |
$33.3M - $35.3M
|
7.26M
$707M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
337K+ 102.49% |
$32.5M - $34.4M
|
666K
$65M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
296K+ 36.65% |
$28.5M - $30.2M
|
1.1M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
279K+ 1.51% |
$26.9M - $28.5M
|
18.8M
$1.83B
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
267KNew |
$25.7M - $27.2M
|
267K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
243K+ 2.88% |
$23.4M - $24.8M
|
8.66M
$844M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
218KNew |
$20.9M - $22.2M
|
218K
$21.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
206KNew |
$19.8M - $21M
|
206K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
203K+ 4146.94% |
$19.6M - $20.7M
|
208K
$20.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
159K+ 165.99% |
$15.3M - $16.3M
|
255K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
150KNew |
$14.4M - $15.3M
|
150K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
141K+ 244.03% |
$13.6M - $14.4M
|
199K
$19.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
140K+ 2227.51% |
$13.4M - $14.2M
|
146K
$14.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
130K+ 129.41% |
$12.5M - $13.2M
|
230K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
129K+ 763.78% |
$12.4M - $13.1M
|
146K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
125K+ 125.59% |
$12M - $12.7M
|
224K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
116K+ 51.22% |
$11.1M - $11.8M
|
341K
$33.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
112K+ 10.07% |
$10.8M - $11.4M
|
1.23M
$119M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
111K+ 66.62% |
$10.7M - $11.3M
|
277K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
110K+ 7.46% |
$10.5M - $11.2M
|
1.58M
$154M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
107K+ 183.86% |
$10.3M - $10.9M
|
166K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
106K+ 3.77% |
$10.2M - $10.8M
|
2.91M
$283M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.8K+ 7.79% |
$9.51M - $10.1M
|
1.37M
$133M
|
|
|
Dec 31, 2024
Q3 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
97KNew |
$9.34M - $9.89M
|
97K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
89.3K+ 1294.33% |
$8.6M - $9.11M
|
96.2K
$9.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
88.7KNew |
$8.54M - $9.04M
|
88.7K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
87.2K+ 13.65% |
$8.39M - $8.89M
|
726K
$70.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
80.5K+ 219.29% |
$7.75M - $8.21M
|
117K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
77.7K+ 11.81% |
$7.47M - $7.92M
|
735K
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
73.5K+ 60.24% |
$7.07M - $7.49M
|
195K
$19.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
68K+ 74.25% |
$6.54M - $6.93M
|
159K
$15.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67.9K+ 332.19% |
$6.53M - $6.92M
|
88.3K
$8.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
66.5K+ 4.1% |
$6.4M - $6.78M
|
1.69M
$165M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
65.3K+ 7.32% |
$6.28M - $6.65M
|
956K
$93.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
64.6K+ 60.83% |
$6.22M - $6.59M
|
171K
$16.7M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
58.2K+ 9.67% |
$5.6M - $5.93M
|
660K
$64.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
57K+ 125.7% |
$5.49M - $5.82M
|
102K
$9.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
56.3K+ 64.33% |
$5.42M - $5.74M
|
144K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.41M - $5.74M
|
56.3K
$5.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56K+ 5.57% |
$5.39M - $5.71M
|
1.06M
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55.4K+ 21.97% |
$5.33M - $5.65M
|
308K
$30M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 549.18% |
$5.33M - $5.65M
|
65.5K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
53.1K+ 41.41% |
$5.11M - $5.41M
|
181K
$17.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
49.2K+ 3.46% |
$4.73M - $5.01M
|
1.47M
$143M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
48.1K+ 7.87% |
$4.63M - $4.91M
|
660K
$64.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
47.6KNew |
$4.58M - $4.85M
|
47.6K
$4.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
43.3K+ 53507.41% |
$4.17M - $4.42M
|
43.4K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
42.9K+ 1.39% |
$4.13M - $4.37M
|
3.14M
$306M
|