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 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 13.79% |
$391 - $403
|
33
$3.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4+ 5.56% |
$391 - $403
|
76
$7.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.65% |
$391 - $403
|
621
$62.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.28% |
$391 - $403
|
1.43K
$143K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.0% |
$293 - $302
|
63.3K
$6.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 1.29% |
$293 - $302
|
235
$23.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.04% |
$293 - $302
|
6.78K
$678K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3+ 2.97% |
$293 - $302
|
104
$10.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2New |
$196 - $202
|
2
$200
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2+ 0.06% |
$196 - $202
|
3.2K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$196 - $202
|
7.14K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2+ 1.65% |
$196 - $202
|
123
$12.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.08% |
$196 - $202
|
2.48K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
2+ 0.08% |
$196 - $202
|
2.63K
$263K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$97.8 - $101
|
3.39K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.02% |
$97.8 - $101
|
4.4K
$440K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1+ 0.03% |
$97.8 - $101
|
3.47K
$347K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.03% |
$97.8 - $101
|
3.68K
$368K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.75% |
$97.8 - $101
|
134
$13.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.49% |
$97.8 - $101
|
207
$20.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$97.8 - $101
|
2.07K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.22% |
$97.8 - $101
|
83
$8.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$97.8 - $101
|
2.81K
$281K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.24% |
$97.8 - $101
|
415
$41.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.1% |
$97.8 - $101
|
1.04K
$104K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$97.8 - $101
|
2.34K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 01, 2025
Q2 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
BUY
|
- |
5.14M+ 37.18% |
$498M - $511M
|
19M
$1.9B
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.99MNew |
$386M - $397M
|
3.99M
$399M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.61M+ 142.68% |
$253M - $260M
|
4.45M
$445M
|
|
|
Aug 12, 2025
Q2 2025
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
208KNew |
$20.1M - $20.7M
|
208K
$20.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
127K+ 5.14% |
$12.3M - $12.6M
|
2.6M
$260M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100KNew |
$9.68M - $9.95M
|
100K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
91.6KNew |
$8.87M - $9.11M
|
91.6K
$9.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
89.9K+ 1343.29% |
$8.71M - $8.94M
|
96.6K
$9.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
88.3K+ 69.29% |
$8.55M - $8.78M
|
216K
$21.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78.5K+ 83.41% |
$7.6M - $7.81M
|
173K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
45.2KNew |
$4.38M - $4.5M
|
45.2K
$4.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
41.8KNew |
$4.05M - $4.16M
|
41.8K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
39.7K+ 100.5% |
$3.84M - $3.95M
|
79.2K
$7.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
39.2K+ 0.99% |
$3.8M - $3.9M
|
3.99M
$399M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.9K+ 0.34% |
$3.08M - $3.17M
|
9.27M
$927M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
28.2KNew |
$2.73M - $2.8M
|
28.2K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.7K+ 1.05% |
$2.39M - $2.45M
|
2.37M
$237M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.4KNew |
$2.36M - $2.43M
|
24.4K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.7KNew |
$2.3M - $2.36M
|
23.7K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 4.22% |
$1.81M - $1.86M
|
463K
$46.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.3KNew |
$1.77M - $1.82M
|
18.3K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.5K+ 31.27% |
$1.7M - $1.74M
|
73.5K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
17.4KNew |
$1.68M - $1.73M
|
17.4K
$1.74M
|
|