Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 05, 2024 Q2 2024
Regis Management CO LLC

BUY
 -
2.16K
+ 62.43%
$205K - $212K
5.62K $548K
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
2.02K
+ 1.77%
$192K - $198K
116K $11.3M
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
1.59K
+ 71.02%
$152K - $156K
3.84K $374K
Jul 31, 2024 Q2 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
1.34K
New
$127K - $131K
1.34K $130K
Aug 12, 2024 Q2 2024
Allen Capital Group, LLC

BUY
 -
915
+ 33.16%
$87K - $89.6K
3.67K $358K
Aug 08, 2024 Q2 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
774
New
$73.6K - $75.8K
774 $75.4K
Aug 01, 2024 Q2 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
755
+ 35.95%
$71.8K - $73.9K
2.86K $278K
Jul 30, 2024 Q2 2024
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
729
+ 1.07%
$69.3K - $71.4K
69.1K $6.73M
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
663
New
$63.1K - $64.9K
663 $64.6K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
647
New
$61.5K - $63.4K
647 $63.1K
Aug 14, 2024 Q2 2024
Jsf Financial, LLC

BUY
 -
471
+ 8.32%
$44.8K - $46.1K
6.13K $598K
Aug 13, 2024 Q2 2024
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
383
New
$36.4K - $37.5K
383 $37.3K
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
375
New
$35.7K - $36.7K
375 $36.5K
Aug 14, 2024 Q2 2024
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
305
+ 101.67%
$29K - $29.9K
605 $59K
Jul 11, 2024 Q2 2024
Pacifica Partners Inc.

BUY
 -
300
+ 31.81%
$28.5K - $29.4K
1.24K $121K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
293
New
$27.9K - $28.7K
293 $28.6K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
248
+ 1.87%
$23.6K - $24.3K
13.5K $1.31M
Aug 12, 2024 Q2 2024
Mckinley Capital Management LLC

BUY
 -
236
+ 1.15%
$22.4K - $23.1K
20.7K $2.02M
Jul 26, 2024 Q2 2024
Bensler, LLC

Bellevue, WA
BUY
 -
233
+ 8.73%
$22.2K - $22.8K
2.9K $283K
Aug 05, 2024 Q2 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
222
+ 9.87%
$21.1K - $21.7K
2.47K $241K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
200
New
$19K - $19.6K
200 $19.5K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
175
+ 1750.0%
$16.6K - $17.1K
185 $18K
Aug 14, 2024 Q2 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
168
+ 4.98%
$16K - $16.5K
3.54K $345K
Aug 07, 2024 Q2 2024
Biltmore Family Office, LLC

BUY
 -
120
+ 18.1%
$11.4K - $11.8K
783 $76.3K
Jul 26, 2024 Q2 2024
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
119
New
$11.3K - $11.7K
119 $11.6K
Jul 11, 2024 Q2 2024
Cambridge Advisors Inc.

BUY
 -
108
+ 1.7%
$10.3K - $10.6K
6.46K $629K
Jul 30, 2024 Q2 2024
Orin Green Financial, LLC

BUY
 -
103
+ 1.36%
$9.8K - $10.1K
7.67K $748K
Jul 31, 2024 Q2 2024
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
100
+ 4.0%
$9.51K - $9.79K
2.6K $253K
Jul 09, 2024 Q2 2024
Naples Money Management LLC

Naples, FL
BUY
 -
87
New
$8.27K - $8.52K
87 $8.48K
Dec 12, 2024 Q2 2024
Heritage Wealth Advisors

BUY
 -
83
+ 2.19%
$7.89K - $8.13K
3.88K $378K
Aug 13, 2024 Q2 2024
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
65
+ 6.1%
$6.18K - $6.36K
1.13K $110K
Aug 21, 2024 Q2 2024
Ims Capital Management

BUY
 -
60
+ 1.03%
$5.71K - $5.88K
5.86K $571K
Jul 23, 2024 Q2 2024
Busey Wealth Management

BUY
 -
53
+ 0.56%
$5.04K - $5.19K
9.54K $930K
Aug 07, 2024 Q2 2024
New England Asset Management Inc

Farmington, CT
BUY
 -
50
New
$4.76K - $4.9K
50 $4.87K
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
44
New
$4.18K - $4.31K
44 $4.29K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
33
New
$3.14K - $3.23K
33 $3.22K
Jul 12, 2024 Q2 2024
Evanson Asset Management, LLC

BUY
 -
31
+ 0.9%
$2.95K - $3.04K
3.48K $339K
Jul 18, 2024 Q2 2024
Timber Creek Capital Management LLC

BUY
 -
28
New
$2.66K - $2.74K
28 $2.73K
Aug 12, 2024 Q2 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
15
+ 1.18%
$1.43K - $1.47K
1.29K $126K
Jul 16, 2024 Q2 2024
Iag Wealth Partners, LLC

BUY
 -
8
+ 4.91%
$761 - $783
171 $16.7K
Aug 14, 2024 Q2 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
6
+ 0.49%
$571 - $588
1.22K $119K
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
5
+ 0.87%
$476 - $490
577 $56.2K
Aug 14, 2024 Q2 2024
Vantage Financial Partners Ltd., Inc.

BUY
 -
3
+ 0.06%
$285 - $294
4.65K $453K
Aug 05, 2024 Q2 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
3
+ 4.48%
$285 - $294
70 $6.82K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
2
+ 0.78%
$190 - $196
259 $25.2K
Jul 24, 2024 Q2 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
2
+ 0.58%
$190 - $196
346 $33.7K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
2
New
$190 - $196
2 $195
Aug 15, 2024 Q2 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
1
+ 1.0%
$95.1 - $97.9
101 $9.84K
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1
+ 3.45%
$95.1 - $97.9
30 $2.92K

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