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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.28KNew |
$221K - $226K
|
2.28K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.27KNew |
$219K - $225K
|
2.27K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.18KNew |
$211K - $217K
|
2.18K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
2.11KNew |
$204K - $210K
|
2.11K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.05K+ 20.29% |
$199K - $204K
|
12.2K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.55K+ 6192.0% |
$150K - $154K
|
1.57K
$157K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.53K+ 33.03% |
$148K - $152K
|
6.15K
$615K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.5KNew |
$145K - $149K
|
1.5K
$150K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.22K+ 57.87% |
$118K - $121K
|
3.33K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.22K+ 12.15% |
$118K - $121K
|
11.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
1.2KNew |
$116K - $119K
|
1.2K
$120K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.16K+ 246.38% |
$112K - $115K
|
1.63K
$163K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 4.77% |
$106K - $109K
|
24K
$2.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.07K+ 8.05% |
$104K - $107K
|
14.4K
$1.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.02K+ 9.93% |
$98.7K - $101K
|
11.3K
$1.13M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
910+ 3.5% |
$88.1K - $90.5K
|
26.9K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
711+ 13.01% |
$68.9K - $70.7K
|
6.18K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
690+ 10.93% |
$66.8K - $68.6K
|
7K
$700K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
650+ 11.06% |
$62.9K - $64.6K
|
6.53K
$653K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
611+ 9.9% |
$59.2K - $60.8K
|
6.78K
$678K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
604New |
$58.5K - $60.1K
|
604
$60.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
599+ 39.91% |
$58K - $59.6K
|
2.1K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
481+ 3.72% |
$46.6K - $47.8K
|
13.4K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
457+ 7.67% |
$44.3K - $45.5K
|
6.41K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
452+ 0.67% |
$43.8K - $45K
|
67.6K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
404+ 6.44% |
$39.1K - $40.2K
|
6.68K
$668K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
360+ 5.11% |
$34.9K - $35.8K
|
7.4K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
347+ 12.55% |
$33.6K - $34.5K
|
3.11K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
336+ 67.2% |
$32.5K - $33.4K
|
836
$83.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
259New |
$25.1K - $25.8K
|
259
$25.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
258+ 11.86% |
$25K - $25.7K
|
2.43K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222+ 84.73% |
$21.5K - $22.1K
|
484
$48.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
200+ 1.61% |
$19.4K - $19.9K
|
12.6K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 0.46% |
$19.4K - $19.9K
|
43.8K
$4.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
174+ 1.12% |
$16.9K - $17.3K
|
15.7K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
173New |
$16.8K - $17.2K
|
173
$17.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
161+ 104.55% |
$15.6K - $16K
|
315
$31.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
155+ 5.22% |
$15K - $15.4K
|
3.13K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
150+ 2.17% |
$14.5K - $14.9K
|
7.05K
$705K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$12.6K - $12.9K
|
130
$13K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
129+ 3.97% |
$12.5K - $12.8K
|
3.38K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
117New |
$11.3K - $11.6K
|
117
$11.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
107+ 5.19% |
$10.4K - $10.6K
|
2.17K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
94+ 47.0% |
$9.1K - $9.35K
|
294
$29.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
93+ 21.99% |
$9.01K - $9.25K
|
516
$51.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
79+ 1.71% |
$7.65K - $7.86K
|
4.69K
$469K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
75+ 4.24% |
$7.26K - $7.46K
|
1.84K
$184K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71+ 221.88% |
$6.88K - $7.06K
|
103
$10.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
67+ 3.02% |
$6.49K - $6.66K
|
2.29K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
65New |
$6.29K - $6.46K
|
65
$6.5K
|
|