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 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
567+ 9.42% |
$54.6K - $57.8K
|
6.59K
$642K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
515+ 0.4% |
$49.6K - $52.5K
|
129K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
500+ 3.24% |
$48.1K - $51K
|
15.9K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
447+ 2.34% |
$43K - $45.6K
|
19.6K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
445+ 1.04% |
$42.8K - $45.4K
|
43.4K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
431+ 3.08% |
$41.5K - $44K
|
14.4K
$1.4M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420+ 5.48% |
$40.4K - $42.8K
|
8.08K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
405+ 0.26% |
$39K - $41.3K
|
156K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
403+ 5.06% |
$38.8K - $41.1K
|
8.37K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
403+ 3.34% |
$38.8K - $41.1K
|
12.5K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
391+ 3.58% |
$37.6K - $39.9K
|
11.3K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
389+ 1.33% |
$37.4K - $39.7K
|
29.6K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
377+ 15.21% |
$36.3K - $38.4K
|
2.86K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
373+ 4.78% |
$35.9K - $38K
|
8.17K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
366+ 2.82% |
$35.2K - $37.3K
|
13.3K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
362+ 8.89% |
$34.8K - $36.9K
|
4.43K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
349+ 0.92% |
$33.6K - $35.6K
|
38.4K
$3.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
340+ 6.32% |
$32.7K - $34.7K
|
5.72K
$558K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
339+ 3.3% |
$32.6K - $34.6K
|
10.6K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
312+ 13.27% |
$30K - $31.8K
|
2.66K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
300+ 12.04% |
$28.9K - $30.6K
|
2.79K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
290+ 38.87% |
$27.9K - $29.6K
|
1.04K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
282+ 4.29% |
$27.1K - $28.8K
|
6.85K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
275+ 5.54% |
$26.5K - $28K
|
5.24K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 12.08% |
$26K - $27.5K
|
2.51K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
260+ 4.58% |
$25K - $26.5K
|
5.94K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
258+ 0.54% |
$24.8K - $26.3K
|
48.5K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
243+ 506.25% |
$23.4K - $24.8K
|
291
$28.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
240+ 0.92% |
$23.1K - $24.5K
|
26.2K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
238+ 3.34% |
$22.9K - $24.3K
|
7.36K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
232+ 4.43% |
$22.3K - $23.7K
|
5.47K
$533K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
222+ 31.53% |
$21.4K - $22.6K
|
926
$90.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
211+ 8.79% |
$20.3K - $21.5K
|
2.61K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
209+ 9.26% |
$20.1K - $21.3K
|
2.47K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
206New |
$19.8K - $21K
|
206
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
200+ 1.82% |
$19.3K - $20.4K
|
11.2K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
195+ 1.97% |
$18.8K - $19.9K
|
10.1K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
193+ 5.03% |
$18.6K - $19.7K
|
4.03K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
183+ 4.66% |
$17.6K - $18.7K
|
4.11K
$400K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
181+ 1.86% |
$17.4K - $18.5K
|
9.91K
$966K
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
175+ 1.79% |
$16.8K - $17.8K
|
9.95K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
141+ 1.09% |
$13.6K - $14.4K
|
13.1K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
135New |
$13K - $13.8K
|
135
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
130+ 0.17% |
$12.5K - $13.3K
|
74.5K
$7.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
124+ 1.85% |
$11.9K - $12.6K
|
6.83K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
120+ 2.04% |
$11.6K - $12.2K
|
6K
$585K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
116+ 0.67% |
$11.2K - $11.8K
|
17.4K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
115+ 0.61% |
$11.1K - $11.7K
|
18.9K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105+ 2.44% |
$10.1K - $10.7K
|
4.41K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
102+ 3400.0% |
$9.82K - $10.4K
|
105
$10.2K
|