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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.9K+ 4.52% |
$2.63M - $2.71M
|
623K
$62.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
26.7K+ 44.77% |
$2.61M - $2.69M
|
86.5K
$8.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
26.6KNew |
$2.6M - $2.68M
|
26.6K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26.5K+ 45.89% |
$2.59M - $2.67M
|
84.4K
$8.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
26.5K+ 3.06% |
$2.59M - $2.67M
|
892K
$89.2M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
26.2K+ 42.52% |
$2.56M - $2.64M
|
87.8K
$8.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.1K+ 44.41% |
$2.55M - $2.63M
|
84.8K
$8.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 1.83% |
$2.53M - $2.61M
|
1.44M
$144M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
25.8K+ 6.25% |
$2.52M - $2.6M
|
438K
$43.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
25.2KNew |
$2.47M - $2.54M
|
25.2K
$2.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25.2K+ 3.75% |
$2.46M - $2.54M
|
698K
$69.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.2K+ 598.53% |
$2.46M - $2.54M
|
29.4K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.1KNew |
$2.45M - $2.53M
|
25.1K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
25.1KNew |
$2.45M - $2.53M
|
25.1K
$2.51M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.6K+ 41.82% |
$2.4M - $2.48M
|
83.4K
$8.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
23.5K+ 7.12% |
$2.3M - $2.37M
|
354K
$35.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.2K+ 3.53% |
$2.27M - $2.34M
|
682K
$68.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
23K+ 90.56% |
$2.25M - $2.32M
|
48.5K
$4.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
22.7K+ 9.38% |
$2.22M - $2.29M
|
265K
$26.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.6K+ 94.42% |
$2.21M - $2.28M
|
46.6K
$4.66M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5K+ 306.28% |
$2.2M - $2.27M
|
29.9K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.4K+ 13.77% |
$2.19M - $2.26M
|
185K
$18.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22.4K+ 8.35% |
$2.19M - $2.26M
|
291K
$29.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
22.3K+ 334.69% |
$2.18M - $2.25M
|
29K
$2.9M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
22.1KNew |
$2.16M - $2.22M
|
22.1K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
22.1K+ 113.88% |
$2.16M - $2.22M
|
41.4K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22K+ 9.81% |
$2.15M - $2.21M
|
246K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
21.9KNew |
$2.14M - $2.21M
|
21.9K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
21.8K+ 9.14% |
$2.13M - $2.2M
|
261K
$26.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.6K+ 90.05% |
$2.12M - $2.18M
|
45.7K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
21.6K+ 5.04% |
$2.11M - $2.18M
|
451K
$45.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
21.5K+ 29.68% |
$2.1M - $2.17M
|
94K
$9.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
21.5K+ 16.23% |
$2.1M - $2.16M
|
154K
$15.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
21.5K+ 2.9% |
$2.1M - $2.16M
|
761K
$76.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
21.3K+ 24.14% |
$2.08M - $2.15M
|
110K
$11M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
21.1K+ 3.29% |
$2.06M - $2.13M
|
662K
$66.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21.1K+ 17.45% |
$2.06M - $2.12M
|
142K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20.7K+ 36.84% |
$2.02M - $2.08M
|
76.8K
$7.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 8.22% |
$2.01M - $2.07M
|
271K
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20.5K+ 5.26% |
$2.01M - $2.07M
|
411K
$41.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20.1K+ 287.48% |
$1.97M - $2.03M
|
27.1K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19.8K+ 3.06% |
$1.94M - $2M
|
667K
$66.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
19.7K+ 4.52% |
$1.92M - $1.98M
|
455K
$45.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.5K+ 4.88% |
$1.9M - $1.96M
|
419K
$41.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
19.2K+ 3.98% |
$1.88M - $1.94M
|
503K
$50.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.9K+ 6.18% |
$1.84M - $1.9M
|
324K
$32.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.8K+ 14.3% |
$1.84M - $1.9M
|
151K
$15.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 3.15% |
$1.83M - $1.89M
|
614K
$61.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
18.6KNew |
$1.82M - $1.87M
|
18.6K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.6K+ 16.59% |
$1.81M - $1.87M
|
130K
$13M
|
|