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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
39.6K+ 126.02% |
$3.83M - $4.01M
|
71.1K
$6.93M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
39.3K+ 34.17% |
$3.8M - $3.98M
|
154K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
38.8K+ 111.45% |
$3.75M - $3.92M
|
73.6K
$7.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
37.6KNew |
$3.63M - $3.8M
|
37.6K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
37.5K+ 1.29% |
$3.62M - $3.79M
|
2.94M
$286M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
36.7K+ 38.84% |
$3.54M - $3.71M
|
131K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
35.7KNew |
$3.45M - $3.61M
|
35.7K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
P/E Global LLC
|
BUY
|
- |
35.6K+ 8.32% |
$3.44M - $3.6M
|
463K
$45.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
34.4K+ 14.6% |
$3.33M - $3.48M
|
270K
$26.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34.3K+ 7.16% |
$3.32M - $3.48M
|
514K
$50.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
34.1K+ 10.33% |
$3.3M - $3.46M
|
365K
$35.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.1K+ 11.56% |
$3.29M - $3.45M
|
329K
$32M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.7K+ 18.23% |
$3.26M - $3.41M
|
219K
$21.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
32K+ 2.38% |
$3.09M - $3.24M
|
1.38M
$134M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
31.3K+ 3.32% |
$3.03M - $3.17M
|
976K
$95.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
31.3K+ 29.69% |
$3.02M - $3.17M
|
137K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
31.2K+ 6.29% |
$3.02M - $3.16M
|
528K
$51.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
30.7K+ 3.46% |
$2.97M - $3.11M
|
918K
$89.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.5K+ 40.91% |
$2.95M - $3.09M
|
105K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
30.2K+ 7.16% |
$2.92M - $3.05M
|
452K
$44M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
30.2KNew |
$2.92M - $3.05M
|
30.2K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$2.9M - $3.04M
|
30.1K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
29.2K+ 202.5% |
$2.83M - $2.96M
|
43.7K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
29K+ 6.52% |
$2.8M - $2.94M
|
474K
$46.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.8K+ 10.29% |
$2.78M - $2.91M
|
309K
$30.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
28.5K+ 20.77% |
$2.76M - $2.89M
|
166K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
27.1KNew |
$2.62M - $2.74M
|
27.1K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
26.6K+ 5.07% |
$2.57M - $2.69M
|
551K
$53.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.4K+ 54.47% |
$2.55M - $2.67M
|
74.7K
$7.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
26.3KNew |
$2.54M - $2.66M
|
26.3K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25.7K+ 7.55% |
$2.48M - $2.6M
|
365K
$35.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
25.5K+ 33.38% |
$2.47M - $2.58M
|
102K
$9.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
25.3K+ 18.77% |
$2.45M - $2.56M
|
160K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
25.1KNew |
$2.43M - $2.54M
|
25.1K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
25KNew |
$2.41M - $2.53M
|
25K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$2.36M - $2.47M
|
24.4K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.2K+ 25.61% |
$2.34M - $2.45M
|
119K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
24.1K+ 9.52% |
$2.32M - $2.43M
|
277K
$27M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.8K+ 136.9% |
$2.3M - $2.41M
|
41.3K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23.8K+ 84.58% |
$2.3M - $2.41M
|
51.9K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
23.5K+ 3.46% |
$2.27M - $2.38M
|
703K
$68.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
23.5K+ 4.25% |
$2.27M - $2.38M
|
577K
$56.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
23.1K+ 33.57% |
$2.24M - $2.34M
|
92.1K
$8.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
23K+ 16.66% |
$2.22M - $2.33M
|
161K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
22.7KNew |
$2.19M - $2.3M
|
22.7K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
22.6K+ 3.86% |
$2.19M - $2.29M
|
609K
$59.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.4KNew |
$2.16M - $2.26M
|
22.4K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
22.3K+ 117.64% |
$2.15M - $2.26M
|
41.2K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
21.8KNew |
$2.11M - $2.21M
|
21.8K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
21.7K+ 206.15% |
$2.1M - $2.2M
|
32.3K
$3.14M
|