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 12, 2025
Q3 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
50+ 1.06% |
$4.89K - $5.04K
|
4.76K
$476K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
48+ 0.1% |
$4.69K - $4.84K
|
49.3K
$4.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
47+ 2.98% |
$4.59K - $4.74K
|
1.62K
$162K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
47+ 0.71% |
$4.59K - $4.74K
|
6.69K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
45+ 1.01% |
$4.4K - $4.53K
|
4.52K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45New |
$4.4K - $4.53K
|
45
$4.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
45+ 0.15% |
$4.4K - $4.53K
|
31K
$3.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
45+ 0.46% |
$4.4K - $4.53K
|
9.93K
$993K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
43+ 1.01% |
$4.2K - $4.33K
|
4.3K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
41+ 0.99% |
$4.01K - $4.13K
|
4.2K
$420K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
40+ 1.76% |
$3.91K - $4.03K
|
2.31K
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
40+ 0.39% |
$3.91K - $4.03K
|
10.4K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
37+ 0.6% |
$3.62K - $3.73K
|
6.22K
$622K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
37+ 23.27% |
$3.62K - $3.73K
|
196
$19.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
35New |
$3.42K - $3.53K
|
35
$3.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 0.99% |
$3.32K - $3.43K
|
3.48K
$348K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
34+ 0.97% |
$3.32K - $3.43K
|
3.55K
$355K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
34+ 1.64% |
$3.32K - $3.43K
|
2.1K
$210K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
33+ 1.07% |
$3.23K - $3.32K
|
3.11K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
32+ 0.75% |
$3.13K - $3.22K
|
4.32K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
32New |
$3.13K - $3.22K
|
32
$3.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
32New |
$3.13K - $3.22K
|
32
$3.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
32+ 1.29% |
$3.13K - $3.22K
|
2.51K
$251K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
31+ 0.25% |
$3.03K - $3.12K
|
12.4K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 0.55% |
$2.93K - $3.02K
|
5.44K
$544K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
29+ 0.94% |
$2.83K - $2.92K
|
3.12K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
29+ 1.16% |
$2.83K - $2.92K
|
2.54K
$254K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
29+ 1.57% |
$2.83K - $2.92K
|
1.88K
$188K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
27+ 0.74% |
$2.64K - $2.72K
|
3.68K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27+ 0.39% |
$2.64K - $2.72K
|
7K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
26+ 9.03% |
$2.54K - $2.62K
|
314
$31.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
26+ 1.14% |
$2.54K - $2.62K
|
2.31K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
21New |
$2.05K - $2.12K
|
21
$2.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21+ 0.56% |
$2.05K - $2.12K
|
3.75K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.5% |
$2.05K - $2.12K
|
4.23K
$423K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 0.42% |
$1.96K - $2.02K
|
4.74K
$474K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 0.55% |
$1.96K - $2.02K
|
3.66K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
17+ 9.44% |
$1.66K - $1.71K
|
197
$19.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.41% |
$1.66K - $1.71K
|
4.21K
$421K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16+ 0.99% |
$1.56K - $1.61K
|
1.64K
$164K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
16+ 0.28% |
$1.56K - $1.61K
|
5.69K
$569K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
16+ 8.47% |
$1.56K - $1.61K
|
205
$20.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15+ 0.41% |
$1.47K - $1.51K
|
3.64K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.85% |
$1.37K - $1.41K
|
1.67K
$167K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14+ 2.14% |
$1.37K - $1.41K
|
669
$66.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
14+ 0.23% |
$1.37K - $1.41K
|
6.03K
$603K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
14+ 0.3% |
$1.37K - $1.41K
|
4.72K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 3.68% |
$1.27K - $1.31K
|
366
$36.6K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 0.29% |
$1.17K - $1.21K
|
4.09K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
12+ 0.43% |
$1.17K - $1.21K
|
2.8K
$280K
|
|