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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$2.88M - $2.98M
|
30K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.8K+ 4.08% |
$2.76M - $2.86M
|
735K
$73.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.5K+ 177.19% |
$2.25M - $2.33M
|
36.7K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
19.2K+ 6046.23% |
$1.84M - $1.91M
|
19.5K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$1.83M - $1.9M
|
19.1K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
12K+ 464.29% |
$1.15M - $1.19M
|
14.6K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77KNew |
$936K - $969K
|
9.77K
$977K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.57KNew |
$726K - $751K
|
7.57K
$757K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3K+ 3.19% |
$700K - $724K
|
236K
$23.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.69KNew |
$546K - $565K
|
5.69K
$569K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.38K+ 31.07% |
$516K - $534K
|
22.7K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.85KNew |
$465K - $482K
|
4.85K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.15K+ 4.16% |
$398K - $412K
|
104K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.84K+ 45.81% |
$368K - $381K
|
12.2K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.77KNew |
$361K - $374K
|
3.77K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.7KNew |
$354K - $367K
|
3.7K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
3.63KNew |
$348K - $360K
|
3.63K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3.32K+ 153.11% |
$319K - $330K
|
5.5K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.49K+ 3.14% |
$239K - $247K
|
81.7K
$8.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.39K+ 0.77% |
$229K - $237K
|
314K
$31.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.31KNew |
$221K - $229K
|
2.31K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.26KNew |
$217K - $224K
|
2.26K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.19KNew |
$210K - $217K
|
2.19K
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
2.19KNew |
$209K - $217K
|
2.19K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.13KNew |
$204K - $212K
|
2.13K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.07KNew |
$198K - $205K
|
2.07K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$205K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.04KNew |
$195K - $202K
|
2.04K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.03KNew |
$194K - $201K
|
2.03K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.68K+ 154.97% |
$161K - $167K
|
2.77K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.63K+ 28.7% |
$157K - $162K
|
7.32K
$732K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 8.27% |
$153K - $158K
|
20.9K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.56K+ 1.96% |
$149K - $154K
|
81K
$8.1M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.42KNew |
$136K - $141K
|
1.42K
$142K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.2K+ 263.74% |
$115K - $119K
|
1.66K
$166K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.18KNew |
$113K - $117K
|
1.18K
$118K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1K+ 45.45% |
$95.9K - $99.3K
|
3.2K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
569+ 14.91% |
$54.5K - $56.5K
|
4.39K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
531New |
$50.9K - $52.7K
|
531
$53.1K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
530+ 13.51% |
$50.8K - $52.6K
|
4.45K
$445K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
495+ 19.84% |
$47.4K - $49.1K
|
2.99K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
482+ 2.62% |
$46.2K - $47.8K
|
18.9K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
468+ 1.34% |
$44.9K - $46.4K
|
35.4K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
467+ 0.63% |
$44.8K - $46.3K
|
74.2K
$7.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
464New |
$44.5K - $46.1K
|
464
$46.4K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$37K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
254+ 6.42% |
$24.3K - $25.2K
|
4.21K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
254New |
$24.3K - $25.2K
|
254
$25.4K
|
|