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 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
109KNew |
$10.7M - $11M
|
109K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
106K+ 205.41% |
$10.4M - $10.7M
|
157K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 8.65% |
$10.2M - $10.5M
|
1.31M
$131M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101K+ 55.27% |
$9.91M - $10.2M
|
285K
$28.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101K+ 5.93% |
$9.89M - $10.2M
|
1.81M
$181M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
97K+ 165.3% |
$9.48M - $9.77M
|
156K
$15.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
95K+ 41.55% |
$9.29M - $9.57M
|
324K
$32.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
94.8KNew |
$9.26M - $9.55M
|
94.8K
$9.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
93.3KNew |
$9.12M - $9.4M
|
93.3K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.1K+ 5.18% |
$9.1M - $9.38M
|
1.89M
$189M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
92K+ 28.27% |
$9M - $9.27M
|
418K
$41.8M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
91.8KNew |
$8.97M - $9.24M
|
91.8K
$9.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
91.7K+ 6.87% |
$8.97M - $9.24M
|
1.43M
$143M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
91.2K+ 4494.97% |
$8.92M - $9.19M
|
93.2K
$9.32M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
91K+ 24.57% |
$8.9M - $9.17M
|
461K
$46.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
89.9K+ 12.24% |
$8.79M - $9.06M
|
825K
$82.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
88.8K+ 3.46% |
$8.68M - $8.95M
|
2.65M
$265M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
85.8K+ 57.48% |
$8.39M - $8.65M
|
235K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
85.3KNew |
$8.34M - $8.6M
|
85.3K
$8.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
84.5K+ 864.15% |
$8.26M - $8.52M
|
94.3K
$9.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.9K+ 6.77% |
$8.2M - $8.45M
|
1.32M
$132M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83.5K+ 96.93% |
$8.16M - $8.41M
|
170K
$17M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
82.3K+ 78.75% |
$8.04M - $8.29M
|
187K
$18.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
79.8K+ 7.45% |
$7.81M - $8.04M
|
1.15M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
79.1K+ 5.42% |
$7.73M - $7.97M
|
1.54M
$154M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
78K+ 11.27% |
$7.63M - $7.86M
|
771K
$77.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
74.8K+ 4.65% |
$7.32M - $7.54M
|
1.68M
$168M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73.6KNew |
$7.19M - $7.41M
|
73.6K
$7.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
72.7KNew |
$7.11M - $7.32M
|
72.7K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
71.9K+ 22.28% |
$7.03M - $7.24M
|
395K
$39.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
70K+ 3.39% |
$6.84M - $7.05M
|
2.14M
$214M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
69.6K+ 31.73% |
$6.81M - $7.02M
|
289K
$28.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
67.6K+ 51.04% |
$6.61M - $6.81M
|
200K
$20M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
67K+ 8.27% |
$6.55M - $6.75M
|
878K
$87.8M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
65.5K+ 9.15% |
$6.4M - $6.6M
|
781K
$78.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
63.6K+ 5.77% |
$6.21M - $6.41M
|
1.16M
$116M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
63.4K+ 13.68% |
$6.2M - $6.39M
|
527K
$52.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.3K+ 1207.44% |
$6.19M - $6.38M
|
68.6K
$6.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
63K+ 17.44% |
$6.15M - $6.34M
|
424K
$42.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
62.9K+ 194.48% |
$6.15M - $6.34M
|
95.3K
$9.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
62.5KNew |
$6.11M - $6.3M
|
62.5K
$6.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Creek Group, LP
|
BUY
|
- |
62.2K+ 11.64% |
$6.08M - $6.26M
|
596K
$59.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
60.8K+ 27.65% |
$5.94M - $6.12M
|
281K
$28.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59.6K+ 1333.38% |
$5.83M - $6.01M
|
64.1K
$6.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58.8K+ 14.19% |
$5.75M - $5.92M
|
473K
$47.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.3K+ 15.14% |
$5.7M - $5.87M
|
443K
$44.3M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
58K+ 10.5% |
$5.67M - $5.84M
|
610K
$61M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
55.5K+ 12.89% |
$5.43M - $5.6M
|
486K
$48.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
55K+ 37.96% |
$5.38M - $5.54M
|
200K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
54.9K+ 148.11% |
$5.37M - $5.54M
|
92.1K
$9.21M
|
|