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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.89K+ 10.06% |
$388K - $394K
|
42.5K
$4.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
PUT |
3.6KNew |
$360K - $365K
|
3.6K
$360K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
3.44K+ 15.82% |
$343K - $348K
|
25.2K
$2.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.42K+ 40.17% |
$342K - $346K
|
11.9K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.23K+ 34.11% |
$323K - $327K
|
12.7K
$1.27M
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.18K+ 92.46% |
$317K - $322K
|
6.62K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.13K+ 30.22% |
$313K - $317K
|
13.5K
$1.35M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
2.96K+ 0.98% |
$296K - $300K
|
305K
$30.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 4.31% |
$285K - $289K
|
69.1K
$6.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.65KNew |
$265K - $269K
|
2.65K
$265K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.6K+ 22.39% |
$260K - $264K
|
14.2K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2.57K+ 0.54% |
$256K - $260K
|
478K
$47.8M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.55KNew |
$255K - $259K
|
2.55K
$255K
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.54K+ 15.08% |
$253K - $257K
|
19.3K
$1.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.53K+ 7.05% |
$253K - $257K
|
38.4K
$3.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
2.53K+ 0.97% |
$253K - $256K
|
263K
$26.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.51KNew |
$250K - $254K
|
2.51K
$251K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.5KNew |
$250K - $253K
|
2.5K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.3K+ 7.53% |
$230K - $233K
|
32.9K
$3.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.29K+ 1.68% |
$228K - $231K
|
139K
$13.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.17K+ 9.68% |
$217K - $220K
|
24.6K
$2.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$216K - $219K
|
2.17K
$217K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$211K - $214K
|
2.12K
$212K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.1KNew |
$209K - $212K
|
2.1K
$210K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.09K+ 37.91% |
$209K - $212K
|
7.61K
$761K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.06KNew |
$206K - $209K
|
2.06K
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.01K+ 9.16% |
$201K - $203K
|
23.9K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 14.45% |
$200K - $202K
|
15.8K
$1.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.66K+ 33.72% |
$166K - $168K
|
6.58K
$658K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 11.89% |
$160K - $163K
|
15.1K
$1.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.55K+ 1.25% |
$155K - $157K
|
126K
$12.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.39% |
$144K - $146K
|
21K
$2.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.33K+ 8.35% |
$133K - $135K
|
17.3K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.29KNew |
$129K - $131K
|
1.29K
$129K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.28K+ 11.74% |
$128K - $130K
|
12.2K
$1.22M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 37.25% |
$113K - $115K
|
4.19K
$419K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.08K+ 2.49% |
$108K - $109K
|
44.4K
$4.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.04K+ 3.25% |
$103K - $105K
|
32.9K
$3.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
948+ 3.12% |
$94.7K - $96K
|
31.3K
$3.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
900+ 218.98% |
$89.9K - $91.1K
|
1.31K
$131K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
808+ 1.68% |
$80.7K - $81.8K
|
48.9K
$4.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
701+ 29.62% |
$70K - $71K
|
3.07K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$60.9K - $61.8K
|
610
$61K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
542+ 1.44% |
$54.1K - $54.9K
|
38.2K
$3.82M
|
|
|
Jan 06, 2026
Q4 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
479+ 0.54% |
$47.8K - $48.5K
|
89.3K
$8.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
459+ 2.75% |
$45.8K - $46.5K
|
17.2K
$1.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
455+ 0.62% |
$45.4K - $46.1K
|
73.4K
$7.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
446+ 13.38% |
$44.5K - $45.2K
|
3.78K
$378K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
385+ 5.5% |
$38.4K - $39K
|
7.39K
$739K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
281+ 3.72% |
$28.1K - $28.5K
|
7.83K
$783K
|
|