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
|
Occidental Asset Management, LLC
|
BUY
|
- |
503+ 1.93% |
$49.2K - $50.7K
|
26.5K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
500+ 4.21% |
$48.9K - $50.4K
|
12.4K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
498+ 9.89% |
$48.7K - $50.2K
|
5.53K
$553K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
498+ 7.59% |
$48.7K - $50.2K
|
7.06K
$706K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
492+ 1.17% |
$48.1K - $49.6K
|
42.5K
$4.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
491New |
$48K - $49.5K
|
491
$49.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
471+ 5.08% |
$46K - $47.5K
|
9.75K
$975K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
462+ 8.81% |
$45.2K - $46.5K
|
5.71K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
456+ 13.88% |
$44.6K - $45.9K
|
3.74K
$374K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
450+ 6.94% |
$44K - $45.3K
|
6.93K
$693K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
444+ 0.77% |
$43.4K - $44.7K
|
58.4K
$5.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
442+ 2.3% |
$43.2K - $44.5K
|
19.7K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
436+ 17.38% |
$42.6K - $43.9K
|
2.95K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
433+ 13.23% |
$42.3K - $43.6K
|
3.71K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
433+ 1.02% |
$42.3K - $43.6K
|
42.9K
$4.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
433+ 2.35% |
$42.3K - $43.6K
|
18.9K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
425+ 4.46% |
$41.5K - $42.8K
|
9.95K
$995K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
425+ 1.19% |
$41.5K - $42.8K
|
36.1K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
425+ 8.84% |
$41.5K - $42.8K
|
5.23K
$523K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
420+ 2.29% |
$41.1K - $42.3K
|
18.7K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
419+ 2.46% |
$41K - $42.2K
|
17.5K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
417+ 1.47% |
$40.8K - $42K
|
28.8K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
412+ 3.57% |
$40.3K - $41.5K
|
12K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
401New |
$39.2K - $40.4K
|
401
$40.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
401+ 3.1% |
$39.2K - $40.4K
|
13.3K
$1.33M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
400+ 0.54% |
$39.1K - $40.3K
|
73.9K
$7.39M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
400+ 4000.0% |
$39.1K - $40.3K
|
410
$41K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
395+ 1.36% |
$38.6K - $39.8K
|
29.5K
$2.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
392+ 0.49% |
$38.3K - $39.5K
|
81.1K
$8.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
386+ 16.2% |
$37.7K - $38.9K
|
2.77K
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
385+ 0.63% |
$37.6K - $38.8K
|
61K
$6.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
385+ 1.93% |
$37.6K - $38.8K
|
20.4K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
383+ 0.89% |
$37.4K - $38.6K
|
43.3K
$4.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
381+ 0.75% |
$37.2K - $38.4K
|
51.1K
$5.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
375+ 9.78% |
$36.7K - $37.8K
|
4.21K
$421K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
BUY
|
- |
369+ 17.15% |
$36.1K - $37.2K
|
2.52K
$252K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
359+ 7.25% |
$35.1K - $36.2K
|
5.31K
$531K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
349+ 1.0% |
$34.1K - $35.2K
|
35.2K
$3.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
348+ 9.25% |
$34K - $35.1K
|
4.11K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
345+ 11.01% |
$33.7K - $34.8K
|
3.48K
$348K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
343+ 14.09% |
$33.5K - $34.6K
|
2.78K
$278K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
334+ 3.1% |
$32.6K - $33.7K
|
11.1K
$1.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
334+ 1.97% |
$32.6K - $33.7K
|
17.3K
$1.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
329+ 2.18% |
$32.2K - $33.1K
|
15.4K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
328+ 0.45% |
$32.1K - $33K
|
73K
$7.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
322+ 15.65% |
$31.5K - $32.4K
|
2.38K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
317+ 2.53% |
$31K - $31.9K
|
12.9K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
313New |
$30.6K - $31.5K
|
313
$31.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
309+ 3.02% |
$30.2K - $31.1K
|
10.5K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
305+ 2.81% |
$29.8K - $30.7K
|
11.2K
$1.12M
|
|