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 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
7.46K+ 44.33% |
$718K - $760K
|
24.3K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.04K+ 15.67% |
$677K - $718K
|
51.9K
$5.06M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7KNew |
$674K - $714K
|
7K
$682K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.96K+ 120.28% |
$670K - $709K
|
12.7K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.93K+ 6.37% |
$667K - $707K
|
116K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.82K+ 99.68% |
$656K - $695K
|
13.7K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.76K+ 6.01% |
$651K - $689K
|
119K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.73KNew |
$647K - $686K
|
6.73K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.6K+ 43.83% |
$635K - $673K
|
21.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.55K+ 1.1% |
$630K - $668K
|
604K
$58.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.47KNew |
$622K - $660K
|
6.47K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.4K+ 19.33% |
$616K - $653K
|
39.5K
$3.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.22K+ 6.69% |
$599K - $634K
|
99.3K
$9.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.15K+ 3.69% |
$592K - $627K
|
173K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.09KNew |
$586K - $621K
|
6.09K
$593K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.06KNew |
$584K - $618K
|
6.06K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.58K+ 30.73% |
$537K - $569K
|
23.7K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.48K+ 9.28% |
$527K - $559K
|
64.5K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.48K+ 36.7% |
$527K - $558K
|
20.4K
$1.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.42K+ 3736.55% |
$521K - $553K
|
5.56K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.27KNew |
$507K - $537K
|
5.27K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 4.75% |
$499K - $528K
|
114K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 175.7% |
$492K - $521K
|
8.02K
$782K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.09K+ 113.71% |
$490K - $519K
|
9.57K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.04K+ 7.01% |
$485K - $514K
|
76.9K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$481K - $510K
|
5K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
5K+ 1.25% |
$481K - $510K
|
407K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$481K - $510K
|
5K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.99K+ 32.61% |
$480K - $509K
|
20.3K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.93K+ 8.46% |
$474K - $503K
|
63.2K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$466K - $494K
|
4.84K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.82KNew |
$464K - $492K
|
4.82K
$470K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.79K+ 231.8% |
$461K - $488K
|
6.86K
$668K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.71KNew |
$453K - $480K
|
4.71K
$459K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.62KNew |
$445K - $471K
|
4.62K
$450K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.49KNew |
$432K - $457K
|
4.49K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.36KNew |
$419K - $444K
|
4.36K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
4.22KNew |
$406K - $431K
|
4.22K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.1KNew |
$395K - $418K
|
4.1K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.1K+ 165.86% |
$394K - $418K
|
6.56K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 1.25% |
$382K - $404K
|
320K
$31.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.92K+ 15.2% |
$377K - $399K
|
29.7K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.8K+ 26.93% |
$365K - $387K
|
17.9K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.57KNew |
$343K - $364K
|
3.57K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.48K+ 2.08% |
$335K - $355K
|
171K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.47K+ 5.5% |
$334K - $354K
|
66.5K
$6.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.46KNew |
$333K - $353K
|
3.46K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
3.46K+ 5.4% |
$333K - $352K
|
67.5K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.45K+ 1.19% |
$332K - $352K
|
294K
$28.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.32K+ 38.57% |
$319K - $338K
|
11.9K
$1.16M
|