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 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
920New |
$86.1K - $91.7K
|
920
$89.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
707+ 26.32% |
$66.2K - $70.5K
|
3.39K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
570New |
$53.4K - $56.8K
|
570
$55.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
406New |
$38K - $40.5K
|
406
$39.6K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
327New |
$30.6K - $32.6K
|
327
$31.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
292New |
$27.3K - $29.1K
|
292
$28.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
280+ 6.24% |
$26.2K - $27.9K
|
4.77K
$465K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
187New |
$17.5K - $18.6K
|
187
$18.2K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
113New |
$10.6K - $11.3K
|
113
$11K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
110New |
$10.3K - $11K
|
110
$10.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
94New |
$8.8K - $9.37K
|
94
$9.16K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
88New |
$8.24K - $8.77K
|
88
$8.58K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
59New |
$5.52K - $5.88K
|
59
$5.75K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
36New |
$3.37K - $3.59K
|
36
$3.51K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13New |
$1.22K - $1.3K
|
13
$1.27K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$843 - $897
|
3.42K
$333K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
153KNew |
$14.6M - $15.9M
|
153K
$14.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
102K+ 0.86% |
$9.78M - $10.7M
|
12.1M
$1.18B
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
47.2KNew |
$4.51M - $4.92M
|
47.2K
$4.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
36.7K+ 100.61% |
$3.5M - $3.82M
|
73.1K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
29.5K+ 61.31% |
$2.82M - $3.08M
|
77.6K
$7.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
29.4KNew |
$2.81M - $3.06M
|
29.4K
$2.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28.5K+ 59.11% |
$2.72M - $2.97M
|
76.6K
$7.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
27.2K+ 35.41% |
$2.6M - $2.83M
|
104K
$10.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
9.7KNew |
$927K - $1.01M
|
9.7K
$946K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
6.88K+ 38.42% |
$658K - $718K
|
24.8K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
6.68KNew |
$638K - $696K
|
6.68K
$651K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.17K+ 4.01% |
$494K - $539K
|
134K
$13.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.18KNew |
$399K - $436K
|
4.18K
$407K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.51K+ 157.29% |
$335K - $365K
|
5.74K
$559K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.38KNew |
$322K - $352K
|
3.38K
$329K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.2KNew |
$306K - $333K
|
3.2K
$312K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.2KNew |
$210K - $229K
|
2.2K
$214K
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.15KNew |
$205K - $224K
|
2.15K
$210K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 68.97% |
$95.5K - $104K
|
2.45K
$239K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
928+ 30.36% |
$88.7K - $96.7K
|
3.99K
$388K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
750+ 113.12% |
$71.7K - $78.2K
|
1.41K
$138K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
407+ 16.53% |
$38.9K - $42.4K
|
2.87K
$280K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 1.49% |
$38.2K - $41.7K
|
27.2K
$2.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
377+ 13.66% |
$36K - $39.3K
|
3.14K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123New |
$11.8K - $12.8K
|
123
$12K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
111+ 1.15% |
$10.6K - $11.6K
|
9.75K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
100New |
$9.55K - $10.4K
|
100
$9.75K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
52+ 0.55% |
$4.97K - $5.42K
|
9.5K
$926K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
40New |
$3.82K - $4.17K
|
40
$3.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
21+ 0.57% |
$2.01K - $2.19K
|
3.68K
$358K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
12+ 48.0% |
$1.15K - $1.25K
|
37
$3.61K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
9+ 6.16% |
$860 - $938
|
155
$15.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$287 - $313
|
3
$292
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
89.4KNew |
$8.85M - $9.55M
|
89.4K
$8.71M
|
|