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 |
|---|---|---|---|---|---|---|---|
|
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
|
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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
64New |
$6.2K - $6.37K
|
64
$6.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
24+ 0.99% |
$2.32K - $2.39K
|
2.44K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.74K - $1.79K
|
18
$1.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14+ 0.35% |
$1.36K - $1.39K
|
4.02K
$402K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.26K - $1.29K
|
13
$1.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 0.14% |
$968 - $995
|
7.24K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
7New |
$678 - $696
|
7
$700
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 25.0% |
$484 - $497
|
25
$2.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3+ 0.33% |
$291 - $298
|
903
$90.3K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$291 - $298
|
23.3K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$194 - $199
|
2
$200
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.08% |
$96.8 - $99.5
|
49
$4.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.63% |
$96.8 - $99.5
|
39
$3.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
238KNew |
$22.8M - $23.6M
|
238K
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
142KNew |
$13.6M - $14.1M
|
142K
$14.2M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
61KNew |
$5.84M - $6.05M
|
61K
$6.1M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
53.5K+ 9.28% |
$5.13M - $5.31M
|
631K
$63.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.2K+ 14.89% |
$3.95M - $4.09M
|
318K
$31.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
34K+ 735.41% |
$3.26M - $3.37M
|
38.6K
$3.86M
|
|