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
Feb 12, 2025 Q4 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
199
New
$19.2K - $20.1K
199 $19.9K
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
194
New
$18.7K - $19.6K
194 $19.4K
Feb 12, 2025 Q4 2024
Lokken Investment Group LLC

BUY
 -
175
+ 2.56%
$16.9K - $17.7K
7.02K $702K
Feb 07, 2025 Q4 2024
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
154
+ 5.33%
$14.9K - $15.6K
3.04K $304K
Feb 13, 2025 Q4 2024
Sterling Capital Management LLC

Charlotte, NC
BUY
 -
141
New
$13.6K - $14.3K
141 $14.1K
Jan 30, 2025 Q4 2024
Maryland Capital Advisors Inc.

BUY
 -
98
New
$9.47K - $9.92K
98 $9.8K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
71
New
$6.86K - $7.19K
71 $7.1K
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
65
New
$6.28K - $6.58K
65 $6.5K
Jan 23, 2025 Q4 2024
Hartford Financial Management Inc.

BUY
 -
54
New
$5.22K - $5.47K
54 $5.4K
Feb 12, 2025 Q4 2024
Clearbridge Investments, LLC

New York, NY
BUY
 -
40
+ 1.08%
$3.87K - $4.05K
3.74K $374K
Feb 07, 2025 Q4 2024
Fairscale Capital, LLC

Nashua, NH
BUY
 -
32
New
$3.09K - $3.24K
32 $3.2K
Apr 24, 2025 Q4 2024
Aspetuck Financial Management LLC

Westport, CT
BUY
 -
30
New
$2.9K - $3.04K
30 $3K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
29
+ 0.62%
$2.8K - $2.94K
4.68K $468K
Feb 14, 2025 Q4 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
28
+ 1.15%
$2.71K - $2.83K
2.47K $247K
Feb 14, 2025 Q4 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
25
New
$2.42K - $2.53K
25 $2.5K
Feb 11, 2025 Q4 2024
Mountain Hill Investment Partners Corp.

Atlantic Highlands, NJ
BUY
 -
18
New
$1.74K - $1.82K
18 $1.8K
Feb 04, 2025 Q4 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
4
+ 0.16%
$387 - $405
2.49K $249K
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
2
New
$193 - $202
2 $200
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.38M
+ 3.46%
$229M - $242M
71.1M $7.11B
Nov 05, 2024 Q3 2024
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
937K
New
$90.2M - $95.6M
937K $93.7M
Oct 08, 2024 Q3 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
206K
New
$19.8M - $21M
206K $20.6M
Oct 04, 2024 Q3 2024
Lwmg, LLC

Lake Elmo, MN
BUY
 -
130K
+ 129.41%
$12.5M - $13.2M
230K $23M
Nov 04, 2024 Q3 2024
Elevation Capital Advisory, LLC

Bend, OR
BUY
 -
56.3K
New
$5.41M - $5.74M
56.3K $5.63M
Oct 04, 2024 Q3 2024
Waycross Investment Management CO

Bellingham, WA
BUY
 -
47.6K
New
$4.58M - $4.85M
47.6K $4.76M
Nov 08, 2024 Q3 2024
Client First Investment Management LLC

West Bend, WI
BUY
 -
23.5K
New
$2.26M - $2.4M
23.5K $2.35M
Oct 30, 2024 Q3 2024
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
15.3K
New
$1.48M - $1.57M
15.3K $1.53M
Oct 21, 2024 Q3 2024
Cornerstone Partners Capital Management, LLC

Charlottesville, VA
BUY
 -
14.9K
+ 22.38%
$1.44M - $1.52M
81.6K $8.16M
Nov 07, 2024 Q3 2024
Gyl Financial Synergies, LLC

BUY
 -
14.2K
New
$1.37M - $1.45M
14.2K $1.42M
Nov 14, 2024 Q3 2024
Squarepoint Ops LLC

New York, NY
BUY
 -
11.5K
+ 9.55%
$1.11M - $1.17M
132K $13.2M
Oct 30, 2024 Q3 2024
Divergent Wealth Advisors

BUY
 -
11.1K
+ 2.7%
$1.07M - $1.13M
423K $42.3M
Oct 21, 2024 Q3 2024
Gfg Capital, LLC

BUY
 -
11K
+ 233.85%
$1.06M - $1.12M
15.7K $1.57M
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
8.83K
+ 16.75%
$850K - $900K
61.5K $6.15M
Nov 01, 2024 Q3 2024
Cowa, LLC

Tulsa, OK
BUY
 -
7.92K
New
$762K - $808K
7.92K $792K
Oct 15, 2024 Q3 2024
Stillwater Capital Advisors, LLC

BUY
 -
7.53K
New
$725K - $768K
7.53K $753K
Oct 25, 2024 Q3 2024
Gw Henssler & Associates LTD

BUY
 -
7.46K
New
$718K - $761K
7.46K $746K
Nov 13, 2024 Q3 2024
Argent Financial Group, Inc.

Ruston, LA
BUY
 -
6.47K
New
$622K - $660K
6.47K $647K
Nov 06, 2024 Q3 2024
Empowered Funds, LLC

BUY
 -
5.58K
+ 30.73%
$537K - $569K
23.7K $2.37M
Nov 14, 2024 Q3 2024
Verition Fund Management LLC

Greenwich, CT
BUY
 -
5K
New
$481K - $510K
5K $500K
Nov 08, 2024 Q3 2024
Simplex Trading, LLC

BUY
 -
4.71K
New
$453K - $480K
4.71K $471K
Nov 12, 2024 Q3 2024
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
4.1K
New
$395K - $418K
4.1K $410K
Oct 30, 2024 Q3 2024
Bailard, Inc.

BUY
 -
3.46K
New
$333K - $353K
3.46K $346K
Nov 12, 2024 Q3 2024
Zevenbergen Capital Investments LLC

Seattle, WA
BUY
 -
3.12K
New
$300K - $318K
3.12K $312K
Oct 31, 2024 Q3 2024
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
2.97K
New
$286K - $303K
2.97K $297K
Nov 14, 2024 Q3 2024
Wexford Capital LP

Greenwich, CT
BUY
 -
2.94K
New
$283K - $300K
2.94K $294K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
2.78K
+ 2.48%
$267K - $283K
115K $11.5M
Oct 31, 2024 Q3 2024
Wood Trust Financial Corp

BUY
 -
2.59K
New
$249K - $264K
2.59K $259K
Nov 14, 2024 Q3 2024
Kingfisher Capital LLC

BUY
 -
2.44K
+ 95.88%
$235K - $249K
4.99K $499K
Oct 16, 2024 Q3 2024
Sweet Financial Partners, LLC

BUY
 -
2.25K
New
$216K - $229K
2.25K $225K
Oct 31, 2024 Q3 2024
3 Edge Asset Management, LP

BUY
 -
2.21K
New
$213K - $226K
2.21K $221K

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