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 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
101New |
$9.72K - $10.3K
|
101
$9.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 2.39% |
$9.63K - $10.2K
|
4.28K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
99+ 1.93% |
$9.53K - $10.1K
|
5.24K
$511K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
97New |
$9.34K - $9.89K
|
97
$9.45K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
93+ 2.31% |
$8.95K - $9.48K
|
4.12K
$401K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
93+ 7.3% |
$8.95K - $9.48K
|
1.37K
$133K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
86New |
$8.28K - $8.77K
|
86
$8.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
85New |
$8.18K - $8.67K
|
85
$8.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
85New |
$8.18K - $8.67K
|
85
$8.28K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
83New |
$7.99K - $8.46K
|
83
$8.09K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
82+ 1.79% |
$7.89K - $8.36K
|
4.67K
$455K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65+ 0.82% |
$6.26K - $6.63K
|
8K
$780K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 22.42% |
$4.81K - $5.1K
|
273
$26.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
45+ 1.03% |
$4.33K - $4.59K
|
4.42K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
45+ 1.1% |
$4.33K - $4.59K
|
4.13K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
44New |
$4.24K - $4.49K
|
44
$4.29K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
42+ 0.03% |
$4.04K - $4.28K
|
166K
$16.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.31% |
$3.85K - $4.08K
|
13.1K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.66K - $3.88K
|
38
$3.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
37+ 0.86% |
$3.56K - $3.77K
|
4.32K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35+ 0.02% |
$3.37K - $3.57K
|
152K
$14.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34+ 1.94% |
$3.27K - $3.47K
|
1.78K
$174K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33+ 0.27% |
$3.18K - $3.37K
|
12.3K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
31+ 1.06% |
$2.98K - $3.16K
|
2.96K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
30+ 0.74% |
$2.89K - $3.06K
|
4.07K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
29+ 0.92% |
$2.79K - $2.96K
|
3.18K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
27+ 0.38% |
$2.6K - $2.75K
|
7.1K
$692K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.46% |
$2.21K - $2.35K
|
5.04K
$491K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.43% |
$2.21K - $2.35K
|
5.38K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
20+ 0.93% |
$1.93K - $2.04K
|
2.18K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20+ 0.54% |
$1.93K - $2.04K
|
3.7K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
19+ 0.78% |
$1.83K - $1.94K
|
2.44K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
19New |
$1.83K - $1.94K
|
19
$1.85K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16+ 0.76% |
$1.54K - $1.63K
|
2.12K
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.26% |
$1.44K - $1.53K
|
5.86K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.81% |
$1.25K - $1.33K
|
1.62K
$157K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$1.25K - $1.33K
|
13
$1.27K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 5.56% |
$963 - $1.02K
|
190
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
6+ 0.18% |
$578 - $612
|
3.39K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.06% |
$385 - $408
|
6.3K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $204
|
3.66K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.85% |
$193 - $204
|
236
$23K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.95% |
$193 - $204
|
213
$20.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$193 - $204
|
31
$3.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1New |
$96.3 - $102
|
1
$97.5
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$96.3 - $102
|
13K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$96.3 - $102
|
1
$97.5
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1+ 1.41% |
$96.3 - $102
|
72
$7.02K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.29% |
$96.3 - $102
|
351
$34.2K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11M+ 4.79% |
$200M - $206M
|
46M
$4.49B
|
|