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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
1.3MNew |
$122M - $130M
|
1.3M
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
354K+ 9217.64% |
$33.2M - $35.3M
|
358K
$34.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
317KNew |
$29.7M - $31.6M
|
317K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
187K+ 143.23% |
$17.5M - $18.6M
|
317K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
140K+ 257.35% |
$13.1M - $13.9M
|
194K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
82.1KNew |
$7.69M - $8.19M
|
82.1K
$8.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
64K+ 489.11% |
$5.99M - $6.38M
|
77K
$7.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58.9KNew |
$5.51M - $5.87M
|
58.9K
$5.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
56KNew |
$5.24M - $5.58M
|
56K
$5.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
46.1KNew |
$4.31M - $4.59M
|
46.1K
$4.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
28.3KNew |
$2.65M - $2.82M
|
28.3K
$2.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18KNew |
$1.68M - $1.79M
|
18K
$1.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14KNew |
$1.31M - $1.4M
|
14K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
13.6KNew |
$1.27M - $1.35M
|
13.6K
$1.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
7.38KNew |
$691K - $736K
|
7.38K
$719K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.31K+ 20.18% |
$685K - $729K
|
43.5K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.2KNew |
$674K - $718K
|
7.2K
$702K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.5KNew |
$515K - $548K
|
5.5K
$536K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5KNew |
$468K - $498K
|
5K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
4.93KNew |
$462K - $492K
|
4.93K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.75KNew |
$445K - $474K
|
4.75K
$463K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.69K+ 32.59% |
$439K - $467K
|
19.1K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
4.51K+ 2.81% |
$422K - $449K
|
165K
$16M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.42KNew |
$414K - $440K
|
4.42K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.09KNew |
$383K - $408K
|
4.09K
$399K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.86KNew |
$361K - $385K
|
3.86K
$376K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
3.84KNew |
$359K - $383K
|
3.84K
$374K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
3.69KNew |
$345K - $368K
|
3.69K
$359K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
3.48KNew |
$326K - $347K
|
3.48K
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.27KNew |
$306K - $325K
|
3.27K
$318K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.25KNew |
$304K - $324K
|
3.25K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.23KNew |
$302K - $322K
|
3.23K
$315K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
2.83K+ 253.85% |
$265K - $282K
|
3.95K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.71KNew |
$254K - $270K
|
2.71K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.71KNew |
$253K - $270K
|
2.71K
$264K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.61KNew |
$244K - $260K
|
2.61K
$254K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.43K+ 43.05% |
$227K - $242K
|
8.06K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.35KNew |
$220K - $234K
|
2.35K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.77% |
$216K - $230K
|
8.41K
$819K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$214K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$214K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.18KNew |
$204K - $217K
|
2.18K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.13KNew |
$199K - $212K
|
2.13K
$208K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.08KNew |
$194K - $207K
|
2.08K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.07KNew |
$194K - $206K
|
2.07K
$202K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.74K+ 8.35% |
$163K - $173K
|
22.5K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.5K+ 61.74% |
$140K - $149K
|
3.92K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$122K - $130K
|
1.3K
$127K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$121K - $129K
|
1.3K
$126K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
977+ 2640.54% |
$91.5K - $97.4K
|
1.01K
$98.8K
|