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 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
296+ 4.7% |
$28.9K - $29.8K
|
6.59K
$659K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
293+ 0.81% |
$28.6K - $29.5K
|
36.4K
$3.64M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
290+ 11.6% |
$28.3K - $29.2K
|
2.79K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
288+ 1.61% |
$28.2K - $29K
|
18.2K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
287New |
$28.1K - $28.9K
|
287
$28.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
286+ 7.42% |
$28K - $28.8K
|
4.14K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
282+ 4.74% |
$27.6K - $28.4K
|
6.23K
$623K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
281+ 1.9% |
$27.5K - $28.3K
|
15.1K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
278+ 7.67% |
$27.2K - $28K
|
3.9K
$390K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
276+ 5.06% |
$27K - $27.8K
|
5.73K
$573K
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
275+ 0.21% |
$26.9K - $27.7K
|
132K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
275+ 6.22% |
$26.9K - $27.7K
|
4.7K
$470K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
265+ 40.46% |
$25.9K - $26.7K
|
920
$92K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
255+ 9.53% |
$24.9K - $25.7K
|
2.93K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
254+ 2.93% |
$24.8K - $25.6K
|
8.92K
$892K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
253+ 0.51% |
$24.7K - $25.5K
|
50K
$5M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
250+ 1.82% |
$24.4K - $25.2K
|
14K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
250+ 2.03% |
$24.4K - $25.2K
|
12.6K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
243+ 22.82% |
$23.8K - $24.5K
|
1.31K
$131K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
241+ 1.3% |
$23.6K - $24.3K
|
18.8K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
239+ 3.24% |
$23.4K - $24.1K
|
7.62K
$762K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
235+ 3.76% |
$23K - $23.7K
|
6.49K
$649K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
235+ 10.94% |
$23K - $23.7K
|
2.38K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
232+ 1.23% |
$22.7K - $23.4K
|
19.1K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
231+ 1.65% |
$22.6K - $23.3K
|
14.3K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
229+ 1.33% |
$22.4K - $23.1K
|
17.4K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
228+ 2.37% |
$22.3K - $23K
|
9.85K
$985K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
226+ 3.37% |
$22.1K - $22.8K
|
6.93K
$693K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
221+ 9.71% |
$21.6K - $22.3K
|
2.5K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
218+ 3.46% |
$21.3K - $22K
|
6.51K
$651K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
208+ 7.37% |
$20.3K - $21K
|
3.03K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
205+ 3.5% |
$20K - $20.7K
|
6.06K
$606K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
205+ 1.23% |
$20K - $20.7K
|
16.9K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
204+ 2.17% |
$19.9K - $20.6K
|
9.62K
$962K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
200New |
$19.6K - $20.2K
|
200
$20K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
200+ 0.81% |
$19.6K - $20.2K
|
25K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
199+ 0.81% |
$19.5K - $20K
|
24.7K
$2.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
198New |
$19.4K - $19.9K
|
198
$19.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
196+ 2.78% |
$19.2K - $19.7K
|
7.26K
$726K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
188+ 0.49% |
$18.4K - $18.9K
|
38.9K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
178+ 8.03% |
$17.4K - $17.9K
|
2.4K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
175+ 3.66% |
$17.1K - $17.6K
|
4.96K
$496K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
172New |
$16.8K - $17.3K
|
172
$17.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
171+ 2.21% |
$16.7K - $17.2K
|
7.9K
$790K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
168+ 4.76% |
$16.4K - $16.9K
|
3.69K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
165+ 1.2% |
$16.1K - $16.6K
|
13.9K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
165+ 2.14% |
$16.1K - $16.6K
|
7.87K
$787K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 0.33% |
$14.4K - $14.8K
|
44.3K
$4.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
140+ 2.89% |
$13.7K - $14.1K
|
4.99K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
139New |
$13.6K - $14K
|
139
$13.9K
|
|