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 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
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
136+ 4.32% |
$13.3K - $13.7K
|
3.28K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
135+ 4.08% |
$13.2K - $13.6K
|
3.44K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
135+ 4.16% |
$13.2K - $13.6K
|
3.38K
$338K
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
134+ 3.09% |
$13.1K - $13.5K
|
4.48K
$448K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
132+ 2.04% |
$12.9K - $13.3K
|
6.59K
$659K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
131+ 3.45% |
$12.8K - $13.2K
|
3.92K
$392K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
129+ 15.14% |
$12.6K - $13K
|
981
$98.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
127+ 3.75% |
$12.4K - $12.8K
|
3.52K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
122+ 7.98% |
$11.9K - $12.3K
|
1.65K
$165K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
119+ 5.12% |
$11.6K - $12K
|
2.44K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
118+ 3.36% |
$11.5K - $11.9K
|
3.63K
$363K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
115+ 0.7% |
$11.2K - $11.6K
|
16.6K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
114+ 1.05% |
$11.1K - $11.5K
|
11K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
112+ 0.46% |
$10.9K - $11.3K
|
24.4K
$2.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
109+ 0.19% |
$10.7K - $11K
|
56.4K
$5.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
109+ 0.77% |
$10.7K - $11K
|
14.3K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
105+ 0.94% |
$10.3K - $10.6K
|
11.3K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
104+ 1.69% |
$10.2K - $10.5K
|
6.24K
$624K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
102+ 4.36% |
$9.97K - $10.3K
|
2.44K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
98+ 0.19% |
$9.58K - $9.87K
|
52.4K
$5.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
86+ 3.13% |
$8.41K - $8.66K
|
2.84K
$284K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
86+ 2.15% |
$8.41K - $8.66K
|
4.08K
$408K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
84+ 1.09% |
$8.21K - $8.46K
|
7.76K
$776K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
82+ 0.98% |
$8.02K - $8.26K
|
8.41K
$841K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
80+ 3.2% |
$7.82K - $8.06K
|
2.58K
$258K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
79+ 2.19% |
$7.72K - $7.96K
|
3.68K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
79+ 0.93% |
$7.72K - $7.96K
|
8.55K
$855K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
78+ 2.29% |
$7.62K - $7.86K
|
3.48K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
77+ 88.51% |
$7.53K - $7.76K
|
164
$16.4K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
77New |
$7.53K - $7.76K
|
77
$7.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
76+ 2.26% |
$7.43K - $7.66K
|
3.44K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
75+ 0.57% |
$7.33K - $7.56K
|
13.2K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
71+ 2.79% |
$6.94K - $7.15K
|
2.62K
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
71+ 1.11% |
$6.94K - $7.15K
|
6.47K
$647K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
71+ 2.67% |
$6.94K - $7.15K
|
2.73K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
70+ 0.57% |
$6.84K - $7.05K
|
12.3K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
68+ 3.3% |
$6.65K - $6.85K
|
2.13K
$213K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 3.09% |
$6.55K - $6.75K
|
2.24K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
67+ 0.62% |
$6.55K - $6.75K
|
10.9K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
66New |
$6.45K - $6.65K
|
66
$6.6K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
66New |
$6.45K - $6.65K
|
66
$6.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
64+ 0.98% |
$6.26K - $6.45K
|
6.58K
$658K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
64New |
$6.26K - $6.45K
|
64
$6.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
62+ 1.0% |
$6.06K - $6.25K
|
6.24K
$624K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 0.07% |
$5.87K - $6.05K
|
84.8K
$8.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
60+ 1.75% |
$5.87K - $6.05K
|
3.49K
$349K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 3.5% |
$5.38K - $5.54K
|
1.63K
$163K
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
51+ 0.03% |
$4.99K - $5.14K
|
152K
$15.2M
|
|