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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
86.9K+ 6.82% |
$8.4M - $8.8M
|
1.36M
$133M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
85.8K+ 28.67% |
$8.29M - $8.69M
|
385K
$37.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
83K+ 131.13% |
$8.02M - $8.4M
|
146K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
80.6K+ 3.41% |
$7.79M - $8.16M
|
2.45M
$239M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
79.6K+ 18.08% |
$7.69M - $8.06M
|
520K
$50.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
78.5K+ 694.83% |
$7.58M - $7.94M
|
89.8K
$8.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
77.6K+ 15.81% |
$7.5M - $7.85M
|
568K
$55.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
76.2K+ 2059.08% |
$7.36M - $7.71M
|
79.9K
$7.79M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.1K+ 4.04% |
$7.36M - $7.71M
|
1.96M
$191M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72.1K+ 13.48% |
$6.96M - $7.29M
|
606K
$59.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
71.5KNew |
$6.91M - $7.24M
|
71.5K
$6.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71.5K+ 7.13% |
$6.91M - $7.23M
|
1.07M
$105M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
70.9K+ 77.65% |
$6.85M - $7.18M
|
162K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
70.4K+ 15.78% |
$6.8M - $7.12M
|
516K
$50.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
70.3K+ 5.4% |
$6.8M - $7.12M
|
1.37M
$134M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
67.2K+ 529.81% |
$6.49M - $6.8M
|
79.9K
$7.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 60.72% |
$6.49M - $6.8M
|
178K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
66.2K+ 237.09% |
$6.4M - $6.7M
|
94.1K
$9.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
65KNew |
$6.28M - $6.58M
|
65K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
63.4K+ 38.31% |
$6.13M - $6.42M
|
229K
$22.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
62.8K+ 301.06% |
$6.07M - $6.36M
|
83.6K
$8.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
62.5K+ 38.73% |
$6.04M - $6.33M
|
224K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
60.2KNew |
$5.81M - $6.09M
|
60.2K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
60.2K+ 49.38% |
$5.81M - $6.09M
|
182K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
59.9KNew |
$5.78M - $6.06M
|
59.9K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
59KNew |
$5.7M - $5.97M
|
59K
$5.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
57.5K+ 384.8% |
$5.56M - $5.82M
|
72.4K
$7.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57.4K+ 28.02% |
$5.54M - $5.81M
|
262K
$25.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
56.8K+ 51.33% |
$5.49M - $5.75M
|
168K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
54.9K+ 76.37% |
$5.31M - $5.56M
|
127K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
52.4K+ 4.3% |
$5.07M - $5.31M
|
1.27M
$124M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
52.4KNew |
$5.06M - $5.3M
|
52.4K
$5.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
52.2KNew |
$5.05M - $5.29M
|
52.2K
$5.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
50.9K+ 306.46% |
$4.92M - $5.15M
|
67.5K
$6.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50.5K+ 81.92% |
$4.88M - $5.11M
|
112K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
49.8K+ 22.47% |
$4.81M - $5.04M
|
271K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
49.5K+ 7.85% |
$4.79M - $5.01M
|
681K
$66.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
47.4K+ 14.22% |
$4.58M - $4.8M
|
381K
$37.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
47.1K+ 29.18% |
$4.55M - $4.77M
|
209K
$20.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46.7K+ 4.68% |
$4.51M - $4.72M
|
1.04M
$102M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
42.7K+ 335.84% |
$4.13M - $4.32M
|
55.4K
$5.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
42.4K+ 6.57% |
$4.1M - $4.3M
|
688K
$67.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
42K+ 8082.69% |
$4.06M - $4.25M
|
42.6K
$4.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.6K+ 7.88% |
$4.02M - $4.21M
|
570K
$55.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
41.4KNew |
$4M - $4.19M
|
41.4K
$4.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
41.1KNew |
$3.97M - $4.16M
|
41.1K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
40.9K+ 8.94% |
$3.96M - $4.14M
|
499K
$48.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.4K+ 6.79% |
$3.91M - $4.09M
|
635K
$61.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40K+ 8.01% |
$3.87M - $4.05M
|
539K
$52.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
40K+ 7.15% |
$3.87M - $4.05M
|
599K
$58.4M
|