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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.78KNew |
$269K - $277K
|
2.78K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.62K+ 13.92% |
$254K - $261K
|
21.5K
$2.15M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$251K - $258K
|
2.59K
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.56KNew |
$248K - $254K
|
2.56K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.46KNew |
$238K - $245K
|
2.46K
$246K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.41K+ 24.22% |
$234K - $240K
|
12.4K
$1.24M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.4KNew |
$232K - $238K
|
2.4K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$214K - $220K
|
2.22K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.2KNew |
$213K - $219K
|
2.2K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.13K+ 46.14% |
$206K - $212K
|
6.75K
$675K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.06KNew |
$199K - $205K
|
2.06K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$198K - $204K
|
2.05K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.99K+ 6.3% |
$193K - $198K
|
33.6K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.16K+ 26.89% |
$112K - $115K
|
5.46K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
946New |
$91.5K - $94K
|
946
$94.6K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
837+ 11.22% |
$81K - $83.2K
|
8.3K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
811New |
$78.5K - $80.6K
|
811
$81.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
684New |
$66.2K - $68K
|
684
$68.4K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
571+ 24.19% |
$55.2K - $56.7K
|
2.93K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
538+ 591.21% |
$52.1K - $53.5K
|
629
$62.9K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
467New |
$45.2K - $46.4K
|
467
$46.7K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
433+ 7.83% |
$41.9K - $43K
|
5.96K
$596K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
389New |
$37.6K - $38.7K
|
389
$38.9K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
322+ 5.81% |
$31.2K - $32K
|
5.86K
$586K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
315+ 110.53% |
$30.5K - $31.3K
|
600
$60K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
311New |
$30.1K - $30.9K
|
311
$31.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
260+ 6.45% |
$25.2K - $25.8K
|
4.29K
$429K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
220New |
$21.3K - $21.9K
|
220
$22K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
138New |
$13.4K - $13.7K
|
138
$13.8K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
114New |
$11K - $11.3K
|
114
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
111New |
$10.7K - $11K
|
111
$11.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
90+ 3.33% |
$8.71K - $8.94K
|
2.79K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
67New |
$6.48K - $6.66K
|
67
$6.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
52+ 2.54% |
$5.03K - $5.17K
|
2.1K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
39New |
$3.77K - $3.88K
|
39
$3.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23New |
$2.23K - $2.29K
|
23
$2.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8+ 0.32% |
$774 - $795
|
2.5K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.26% |
$581 - $596
|
2.3K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1New |
$96.8 - $99.4
|
1
$100
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
362K+ 339.42% |
$33.2M - $36.1M
|
469K
$46.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
350KNew |
$32.1M - $34.9M
|
350K
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
200KNew |
$18.3M - $19.9M
|
200K
$20M
|
|
|
Jan 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
173K+ 160.61% |
$15.9M - $17.2M
|
281K
$28.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
136K+ 20.04% |
$12.5M - $13.6M
|
817K
$81.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
103K+ 64.64% |
$9.47M - $10.3M
|
263K
$26.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
90KNew |
$8.25M - $8.97M
|
90K
$9M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
56.6K+ 42.29% |
$5.18M - $5.64M
|
190K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
53.5KNew |
$4.9M - $5.33M
|
53.5K
$5.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
44.8KNew |
$4.11M - $4.47M
|
44.8K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
43.7KNew |
$4M - $4.35M
|
43.7K
$4.37M
|
|