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 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.55K+ 1.25% |
$155K - $157K
|
126K
$12.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.39% |
$144K - $146K
|
21K
$2.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.43K+ 4.05% |
$143K - $145K
|
36.7K
$3.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.33K+ 8.35% |
$133K - $135K
|
17.3K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.29KNew |
$129K - $131K
|
1.29K
$129K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.28K+ 11.74% |
$128K - $130K
|
12.2K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.17K+ 15.11% |
$117K - $119K
|
8.94K
$894K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 37.25% |
$113K - $115K
|
4.19K
$419K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.08K+ 7.57% |
$108K - $109K
|
15.3K
$1.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.08K+ 2.49% |
$108K - $109K
|
44.4K
$4.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.04K+ 3.25% |
$103K - $105K
|
32.9K
$3.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
948+ 3.12% |
$94.7K - $96K
|
31.3K
$3.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
923+ 7.53% |
$92.2K - $93.5K
|
13.2K
$1.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
900+ 218.98% |
$89.9K - $91.1K
|
1.31K
$131K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
808+ 1.68% |
$80.7K - $81.8K
|
48.9K
$4.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
701+ 29.62% |
$70K - $71K
|
3.07K
$307K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
636+ 7.2% |
$63.5K - $64.4K
|
9.47K
$947K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$60.9K - $61.8K
|
610
$61K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
542+ 1.44% |
$54.1K - $54.9K
|
38.2K
$3.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
499+ 4.26% |
$49.8K - $50.5K
|
12.2K
$1.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
479+ 0.54% |
$47.8K - $48.5K
|
89.3K
$8.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
459+ 2.75% |
$45.8K - $46.5K
|
17.2K
$1.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
455+ 0.62% |
$45.4K - $46.1K
|
73.4K
$7.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
446+ 13.38% |
$44.5K - $45.2K
|
3.78K
$378K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
385+ 5.5% |
$38.4K - $39K
|
7.39K
$739K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
309+ 5.68% |
$30.9K - $31.3K
|
5.75K
$575K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
281+ 3.72% |
$28.1K - $28.5K
|
7.83K
$783K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
268+ 4.01% |
$26.8K - $27.1K
|
6.95K
$695K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
268+ 3.54% |
$26.8K - $27.1K
|
7.85K
$785K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
255+ 10.96% |
$25.5K - $25.8K
|
2.58K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
202+ 9.1% |
$20.2K - $20.5K
|
2.42K
$242K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
186New |
$18.6K - $18.8K
|
186
$18.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
157+ 3.4% |
$15.7K - $15.9K
|
4.77K
$477K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
145+ 77.96% |
$14.5K - $14.7K
|
331
$33.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
111+ 9.43% |
$11.1K - $11.2K
|
1.29K
$129K
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
97+ 3.31% |
$9.69K - $9.82K
|
3.03K
$303K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90+ 0.91% |
$8.99K - $9.11K
|
9.93K
$993K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
86+ 0.39% |
$8.59K - $8.71K
|
21.9K
$2.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
70+ 20.96% |
$6.99K - $7.09K
|
404
$40.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
68+ 0.15% |
$6.79K - $6.89K
|
44.6K
$4.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
65+ 2.51% |
$6.49K - $6.58K
|
2.66K
$266K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
41+ 1.33% |
$4.09K - $4.15K
|
3.13K
$313K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
37+ 0.87% |
$3.7K - $3.75K
|
4.31K
$431K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
35+ 0.96% |
$3.5K - $3.54K
|
3.68K
$368K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 0.81% |
$2.5K - $2.53K
|
3.09K
$309K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.56% |
$2.1K - $2.13K
|
3.76K
$376K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
21+ 0.74% |
$2.1K - $2.13K
|
2.87K
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
3New |
$300 - $304
|
3
$300
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.87M+ 187.3% |
$965M - $994M
|
15.1M
$1.51B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.12M+ 14.58% |
$794M - $818M
|
63.8M
$6.38B
|
|