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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388K+ 5030.52% |
$37.9M - $39.1M
|
396K
$39.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
368K+ 55.57% |
$36M - $37.1M
|
1.03M
$103M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
368K+ 40.71% |
$36M - $37.1M
|
1.27M
$127M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
367K+ 4.5% |
$35.9M - $37M
|
8.52M
$852M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
367K+ 53.2% |
$35.9M - $37M
|
1.06M
$106M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
339KNew |
$33.1M - $34.1M
|
339K
$33.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
322K+ 90.22% |
$31.4M - $32.4M
|
678K
$67.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
318K+ 10.07% |
$31.1M - $32M
|
3.47M
$347M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
317K+ 4.73% |
$31M - $32M
|
7.02M
$702M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
301K+ 15.69% |
$29.4M - $30.3M
|
2.22M
$222M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
298KNew |
$29.1M - $30M
|
298K
$29.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
296K+ 3.25% |
$29M - $29.9M
|
9.43M
$943M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
290K+ 34.89% |
$28.4M - $29.2M
|
1.12M
$112M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
279KNew |
$27.2M - $28.1M
|
279K
$27.9M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
269K+ 13.46% |
$26.3M - $27.1M
|
2.27M
$227M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
261KNew |
$25.5M - $26.3M
|
261K
$26.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
259K+ 10.48% |
$25.3M - $26M
|
2.73M
$273M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
247K+ 8.84% |
$24.1M - $24.9M
|
3.04M
$304M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
237K+ 9.89% |
$23.2M - $23.9M
|
2.63M
$263M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
214K+ 6.68% |
$20.9M - $21.5M
|
3.41M
$341M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
214K+ 1529.76% |
$20.9M - $21.5M
|
228K
$22.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
181K+ 4.09% |
$17.7M - $18.2M
|
4.6M
$460M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
180KNew |
$17.6M - $18.2M
|
180K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
180K+ 19.36% |
$17.6M - $18.1M
|
1.11M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
177K+ 5.96% |
$17.3M - $17.8M
|
3.14M
$314M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
174K+ 40.05% |
$17M - $17.5M
|
609K
$60.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
170K+ 25.89% |
$16.6M - $17.2M
|
828K
$82.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
162K+ 15.19% |
$15.8M - $16.3M
|
1.23M
$123M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
158K+ 50.71% |
$15.4M - $15.9M
|
470K
$47M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
157KNew |
$15.3M - $15.8M
|
157K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
152K+ 16.43% |
$14.9M - $15.3M
|
1.08M
$108M
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
147K+ 23.76% |
$14.4M - $14.8M
|
767K
$76.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
141K+ 42.43% |
$13.8M - $14.2M
|
473K
$47.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
139K+ 16.34% |
$13.6M - $14M
|
990K
$99M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
139KNew |
$13.5M - $14M
|
139K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
136K+ 35.59% |
$13.3M - $13.7M
|
518K
$51.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
127K+ 35.33% |
$12.4M - $12.8M
|
486K
$48.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
126K+ 244.75% |
$12.3M - $12.7M
|
178K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
121KNew |
$11.8M - $12.2M
|
121K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
119K+ 47.04% |
$11.6M - $12M
|
372K
$37.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
116K+ 5.62% |
$11.3M - $11.7M
|
2.18M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
116K+ 2446.11% |
$11.3M - $11.7M
|
121K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116K+ 5.23% |
$11.3M - $11.7M
|
2.33M
$233M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
114K+ 9.51% |
$11.2M - $11.5M
|
1.32M
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
113KNew |
$11M - $11.4M
|
113K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
112K+ 37.78% |
$11M - $11.3M
|
409K
$40.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
110K+ 6.28% |
$10.7M - $11.1M
|
1.86M
$186M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
109KNew |
$10.7M - $11M
|
109K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
106K+ 205.41% |
$10.4M - $10.7M
|
157K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 8.65% |
$10.2M - $10.5M
|
1.31M
$131M
|
|