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 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21.5KNew |
$2.08M - $2.17M
|
21.5K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21.2K+ 4.97% |
$2.05M - $2.15M
|
448K
$43.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
20.9K+ 46.54% |
$2.02M - $2.12M
|
65.9K
$6.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.7K+ 763.41% |
$2M - $2.09M
|
23.4K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.6K+ 10.41% |
$1.99M - $2.08M
|
218K
$21.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
20.5K+ 33.32% |
$1.98M - $2.07M
|
82K
$7.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
20.3K+ 12.09% |
$1.96M - $2.06M
|
189K
$18.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
20.3K+ 3.83% |
$1.96M - $2.06M
|
551K
$53.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20.3K+ 27.56% |
$1.96M - $2.05M
|
93.9K
$9.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
20.2K+ 33.87% |
$1.95M - $2.05M
|
79.9K
$7.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
20K+ 7.51% |
$1.94M - $2.03M
|
287K
$28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.8K+ 116.95% |
$1.91M - $2M
|
36.7K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.8K+ 20.44% |
$1.91M - $2M
|
117K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
19.7K+ 14.1% |
$1.9M - $1.99M
|
159K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 4.94% |
$1.85M - $1.94M
|
407K
$39.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18.5K+ 5.11% |
$1.79M - $1.87M
|
380K
$37.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
18.4KNew |
$1.78M - $1.86M
|
18.4K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.2KNew |
$1.76M - $1.84M
|
18.2K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18.2K+ 83.09% |
$1.76M - $1.84M
|
40.1K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
18.1K+ 49.92% |
$1.75M - $1.84M
|
54.5K
$5.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
17.7K+ 23.6% |
$1.71M - $1.79M
|
92.8K
$9.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
17.6K+ 34.47% |
$1.7M - $1.78M
|
68.5K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 4.35% |
$1.69M - $1.77M
|
420K
$41M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.4K+ 12.92% |
$1.68M - $1.76M
|
152K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.89% |
$1.66M - $1.74M
|
611K
$59.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 52.56% |
$1.64M - $1.72M
|
49.4K
$4.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
17K+ 43.02% |
$1.64M - $1.72M
|
56.5K
$5.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.8KNew |
$1.62M - $1.7M
|
16.8K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
16.5K+ 7.88% |
$1.59M - $1.67M
|
226K
$22M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
16.4K+ 5.56% |
$1.59M - $1.66M
|
312K
$30.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16.2K+ 1.66% |
$1.57M - $1.64M
|
996K
$97M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
16K+ 4.13% |
$1.55M - $1.62M
|
405K
$39.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.8K+ 46.58% |
$1.52M - $1.6M
|
49.6K
$4.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.7K+ 668.6% |
$1.52M - $1.59M
|
18.1K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15.4K+ 26.14% |
$1.49M - $1.56M
|
74.5K
$7.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
15.2K+ 33.09% |
$1.47M - $1.54M
|
61.2K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
15.2K+ 13.7% |
$1.47M - $1.54M
|
126K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
15.2KNew |
$1.47M - $1.54M
|
15.2K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
15.1K+ 1.27% |
$1.46M - $1.53M
|
1.2M
$117M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15.1K+ 25.23% |
$1.46M - $1.53M
|
75K
$7.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
14.7K+ 16.03% |
$1.42M - $1.48M
|
106K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 4.39% |
$1.39M - $1.46M
|
342K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
14K+ 14.5% |
$1.36M - $1.42M
|
111K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
13.6K+ 14.69% |
$1.31M - $1.38M
|
106K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
13.5K+ 512.98% |
$1.31M - $1.37M
|
16.1K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 6.29% |
$1.3M - $1.36M
|
226K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.4K+ 12.99% |
$1.29M - $1.35M
|
116K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.3K+ 388.66% |
$1.29M - $1.35M
|
16.8K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.3K+ 4.08% |
$1.29M - $1.35M
|
340K
$33.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
13.1KNew |
$1.27M - $1.33M
|
13.1K
$1.28M
|