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 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
355New |
$32.5K - $35.4K
|
355
$34.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
329New |
$30.2K - $32.8K
|
329
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
252New |
$23.1K - $25.1K
|
252
$24.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
227+ 6.7% |
$20.8K - $22.6K
|
3.61K
$352K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$18.3K - $19.9K
|
200
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 7.97% |
$18.3K - $19.9K
|
2.71K
$264K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
172New |
$15.8K - $17.1K
|
172
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
136New |
$12.5K - $13.6K
|
136
$13.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
60New |
$5.5K - $5.98K
|
60
$5.85K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
26New |
$2.38K - $2.59K
|
26
$2.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26New |
$2.38K - $2.59K
|
26
$2.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
22+ 2200.0% |
$2.02K - $2.19K
|
23
$2.24K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
20New |
$1.83K - $1.99K
|
20
$1.95K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 21.15% |
$1.01K - $1.1K
|
63
$6.14K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8New |
$733 - $797
|
8
$780
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2New |
$183 - $199
|
2
$195
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
2New |
$183 - $199
|
2
$195
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$91.7 - $99.7
|
2.43K
$236K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
230KNew |
$21.6M - $22.6M
|
230K
$22.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
168K+ 4351.54% |
$15.7M - $16.5M
|
172K
$16.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
107KNew |
$10M - $10.5M
|
107K
$10.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37.4KNew |
$3.51M - $3.68M
|
37.4K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
14.6KNew |
$1.37M - $1.44M
|
14.6K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
9.94KNew |
$933K - $979K
|
9.94K
$969K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
9.5KNew |
$891K - $935K
|
9.5K
$926K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
6.07K+ 1.59% |
$570K - $597K
|
387K
$37.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
5.4K+ 219.4% |
$506K - $531K
|
7.85K
$765K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4.5KNew |
$423K - $443K
|
4.5K
$439K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.98KNew |
$374K - $392K
|
3.98K
$388K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.41KNew |
$320K - $335K
|
3.41K
$332K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.18K+ 1.73% |
$299K - $313K
|
188K
$18.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.07K+ 7.54% |
$288K - $302K
|
43.7K
$4.26M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.83KNew |
$265K - $278K
|
2.83K
$276K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.8KNew |
$263K - $276K
|
2.8K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.52K+ 80.41% |
$237K - $248K
|
5.66K
$551K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.35KNew |
$220K - $231K
|
2.35K
$229K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.25KNew |
$211K - $222K
|
2.25K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.24KNew |
$210K - $221K
|
2.24K
$218K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93K+ 4.0% |
$181K - $190K
|
50.1K
$4.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.02K+ 966.04% |
$96.1K - $101K
|
1.13K
$110K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
530New |
$49.7K - $52.2K
|
530
$51.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
490New |
$46K - $48.2K
|
490
$47.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
452+ 22600.0% |
$42.4K - $44.5K
|
454
$44.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
414+ 69.0% |
$38.9K - $40.8K
|
1.01K
$98.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
404+ 52.6% |
$37.9K - $39.8K
|
1.17K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
311+ 2.87% |
$29.2K - $30.6K
|
11.1K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
164New |
$15.4K - $16.1K
|
164
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
142New |
$13.3K - $14K
|
142
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
136+ 4.57% |
$12.8K - $13.4K
|
3.11K
$303K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
123+ 109.82% |
$11.5K - $12.1K
|
235
$22.9K
|
|