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 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
13.1K+ 2.33% |
$1.26M - $1.32M
|
574K
$56M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.7K+ 23.57% |
$1.22M - $1.28M
|
66.3K
$6.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.6K+ 17.26% |
$1.22M - $1.27M
|
85.5K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.5K+ 119.24% |
$1.21M - $1.27M
|
23K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
12.5K+ 1.74% |
$1.21M - $1.26M
|
730K
$71.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.4K+ 5.95% |
$1.2M - $1.26M
|
221K
$21.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.3K+ 7.21% |
$1.19M - $1.24M
|
183K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12.3K+ 14601.19% |
$1.19M - $1.24M
|
12.3K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$1.17M - $1.22M
|
12.1K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
12K+ 28.41% |
$1.16M - $1.21M
|
54.1K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.9K+ 18.45% |
$1.15M - $1.2M
|
76.3K
$7.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 25.71% |
$1.14M - $1.2M
|
57.8K
$5.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.8K+ 76.13% |
$1.14M - $1.2M
|
27.3K
$2.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.6K+ 6.17% |
$1.13M - $1.18M
|
200K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.5K+ 0.71% |
$1.11M - $1.17M
|
1.62M
$158M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.5K+ 15.88% |
$1.11M - $1.16M
|
83.9K
$8.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4K+ 21.99% |
$1.1M - $1.16M
|
63.3K
$6.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.3K+ 5.39% |
$1.1M - $1.15M
|
222K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$1.1M - $1.15M
|
11.3K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.3K+ 7.81% |
$1.09M - $1.15M
|
156K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 28.3% |
$1.09M - $1.14M
|
51.2K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
11.3K+ 4.23% |
$1.09M - $1.14M
|
278K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.9K+ 5.92% |
$1.05M - $1.1M
|
195K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
10.8K+ 8.64% |
$1.05M - $1.09M
|
136K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
10.6K+ 16.43% |
$1.02M - $1.07M
|
75K
$7.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 5.78% |
$1.02M - $1.07M
|
193K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
10.2K+ 11.2% |
$987K - $1.03M
|
101K
$9.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2KNew |
$985K - $1.03M
|
10.2K
$993K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 2.49% |
$983K - $1.03M
|
418K
$40.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9.96K+ 12.96% |
$962K - $1.01M
|
86.8K
$8.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
9.95KNew |
$961K - $1.01M
|
9.95K
$969K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.94K+ 10.85% |
$961K - $1.01M
|
102K
$9.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
9.8K+ 7.0% |
$947K - $992K
|
150K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
9.78K+ 6.71% |
$945K - $990K
|
155K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9.75K+ 7.86% |
$942K - $987K
|
134K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.68K+ 9.11% |
$935K - $980K
|
116K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
9.3K+ 43.02% |
$898K - $941K
|
30.9K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.29K+ 219.1% |
$898K - $941K
|
13.5K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.18K+ 2.23% |
$887K - $930K
|
420K
$40.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.86K+ 49.49% |
$856K - $896K
|
26.7K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.75K+ 37.5% |
$846K - $886K
|
32.1K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.75K+ 4.06% |
$846K - $886K
|
224K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
8.69KNew |
$840K - $879K
|
8.69K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.41K+ 65.37% |
$812K - $851K
|
21.3K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.39KNew |
$810K - $849K
|
8.39K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.24K+ 1.26% |
$797K - $834K
|
665K
$64.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.22K+ 4.14% |
$795K - $832K
|
207K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
8.17K+ 40.95% |
$790K - $827K
|
28.1K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
8.1K+ 202.5% |
$783K - $820K
|
12.1K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.09KNew |
$782K - $819K
|
8.09K
$788K
|