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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83.5K+ 96.93% |
$8.16M - $8.41M
|
170K
$17M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
82.3K+ 78.75% |
$8.04M - $8.29M
|
187K
$18.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
79.8K+ 7.45% |
$7.81M - $8.04M
|
1.15M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
79.1K+ 5.42% |
$7.73M - $7.97M
|
1.54M
$154M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
78K+ 11.27% |
$7.63M - $7.86M
|
771K
$77.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
74.8K+ 4.65% |
$7.32M - $7.54M
|
1.68M
$168M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73.6KNew |
$7.19M - $7.41M
|
73.6K
$7.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
72.7KNew |
$7.11M - $7.32M
|
72.7K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
71.9K+ 22.28% |
$7.03M - $7.24M
|
395K
$39.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
70K+ 3.39% |
$6.84M - $7.05M
|
2.14M
$214M
|
|
|
Oct 02, 2025
Q3 2025
|
Stairway Partners, LLC
|
BUY
|
- |
70K+ 3.55% |
$6.84M - $7.05M
|
2.04M
$204M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
69.6K+ 31.73% |
$6.81M - $7.02M
|
289K
$28.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
68.5K+ 324.78% |
$6.7M - $6.9M
|
89.6K
$8.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
67.6K+ 51.04% |
$6.61M - $6.81M
|
200K
$20M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
67K+ 8.27% |
$6.55M - $6.75M
|
878K
$87.8M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
65.5K+ 9.15% |
$6.4M - $6.6M
|
781K
$78.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
63.6K+ 5.77% |
$6.21M - $6.41M
|
1.16M
$116M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
63.4K+ 13.68% |
$6.2M - $6.39M
|
527K
$52.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.3K+ 1207.44% |
$6.19M - $6.38M
|
68.6K
$6.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
63K+ 17.44% |
$6.15M - $6.34M
|
424K
$42.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
62.9K+ 194.48% |
$6.15M - $6.34M
|
95.3K
$9.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
62.5KNew |
$6.11M - $6.3M
|
62.5K
$6.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Creek Group, LP
|
BUY
|
- |
62.2K+ 11.64% |
$6.08M - $6.26M
|
596K
$59.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
60.8K+ 27.65% |
$5.94M - $6.12M
|
281K
$28.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59.6K+ 1333.38% |
$5.83M - $6.01M
|
64.1K
$6.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58.8K+ 14.19% |
$5.75M - $5.92M
|
473K
$47.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.3K+ 15.14% |
$5.7M - $5.87M
|
443K
$44.3M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
58K+ 10.5% |
$5.67M - $5.84M
|
610K
$61M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
57.1K+ 4.39% |
$5.58M - $5.75M
|
1.36M
$136M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
56.6K+ 82.29% |
$5.53M - $5.7M
|
125K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.5K+ 10.21% |
$5.53M - $5.7M
|
611K
$61.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
55.5K+ 12.89% |
$5.43M - $5.6M
|
486K
$48.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
55K+ 37.96% |
$5.38M - $5.54M
|
200K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
54.9K+ 148.11% |
$5.37M - $5.54M
|
92.1K
$9.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
54.8KNew |
$5.36M - $5.52M
|
54.8K
$5.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
54.2K+ 20.13% |
$5.3M - $5.46M
|
323K
$32.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
54.2K+ 4.82% |
$5.3M - $5.46M
|
1.18M
$118M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
54K+ 19.43% |
$5.28M - $5.44M
|
332K
$33.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
52.8K+ 30.45% |
$5.16M - $5.32M
|
226K
$22.6M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
51.7K+ 14.51% |
$5.06M - $5.21M
|
408K
$40.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
50.6K+ 8.45% |
$4.94M - $5.09M
|
649K
$64.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
49.6K+ 11.66% |
$4.85M - $5M
|
475K
$47.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
49.1KNew |
$4.8M - $4.95M
|
49.1K
$4.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
49K+ 7.03% |
$4.79M - $4.94M
|
746K
$74.6M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
49K+ 19.84% |
$4.79M - $4.94M
|
296K
$29.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47.5K+ 9.56% |
$4.64M - $4.79M
|
544K
$54.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.9K+ 21.13% |
$4.59M - $4.73M
|
269K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.8K+ 19.4% |
$4.57M - $4.71M
|
288K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.8K+ 5.53% |
$4.48M - $4.62M
|
875K
$87.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
45K+ 17.52% |
$4.4M - $4.54M
|
302K
$30.2M
|
|