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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.4K+ 70.19% |
$1.8M - $1.86M
|
44.7K
$4.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
18.3K+ 15.75% |
$1.78M - $1.84M
|
134K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.2K+ 10.08% |
$1.77M - $1.83M
|
198K
$19.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18.1K+ 5.43% |
$1.77M - $1.83M
|
352K
$35.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
18.1K+ 44.18% |
$1.77M - $1.82M
|
58.9K
$5.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
18K+ 4.5% |
$1.76M - $1.81M
|
417K
$41.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
17.8KNew |
$1.74M - $1.79M
|
17.8K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
17.8K+ 6.63% |
$1.74M - $1.79M
|
285K
$28.5M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.8K+ 64.01% |
$1.74M - $1.79M
|
45.5K
$4.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
17.6K+ 10.78% |
$1.72M - $1.78M
|
181K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
16.3KNew |
$1.59M - $1.64M
|
16.3K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
16.1K+ 202.82% |
$1.57M - $1.62M
|
24K
$2.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16K+ 1.58% |
$1.56M - $1.61M
|
1.03M
$103M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.9K+ 4.16% |
$1.56M - $1.61M
|
399K
$39.9M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
15.6K+ 18.19% |
$1.53M - $1.57M
|
102K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
15.6K+ 8.39% |
$1.52M - $1.57M
|
201K
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$1.51M - $1.55M
|
15.4K
$1.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15K+ 3.71% |
$1.47M - $1.52M
|
421K
$42.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15KNew |
$1.47M - $1.51M
|
15K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
14.9K+ 221.76% |
$1.46M - $1.51M
|
21.7K
$2.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 4.16% |
$1.46M - $1.5M
|
374K
$37.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
14.9K+ 9.99% |
$1.46M - $1.5M
|
164K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.7K+ 6.87% |
$1.44M - $1.48M
|
229K
$22.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 8.87% |
$1.44M - $1.48M
|
180K
$18M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
14.7K+ 146.0% |
$1.43M - $1.48M
|
24.7K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
14.6K+ 36.61% |
$1.43M - $1.47M
|
54.4K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.4K+ 11.74% |
$1.41M - $1.45M
|
137K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.4M - $1.44M
|
14.3K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
14.3K+ 3.98% |
$1.39M - $1.44M
|
372K
$37.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
14.2KNew |
$1.39M - $1.43M
|
14.2K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.9K+ 24.06% |
$1.36M - $1.4M
|
71.6K
$7.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.8K+ 15.96% |
$1.35M - $1.39M
|
100K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
13.7K+ 8.51% |
$1.34M - $1.38M
|
175K
$17.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
13.6K+ 2.24% |
$1.33M - $1.37M
|
621K
$62.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
13.6K+ 64.95% |
$1.33M - $1.37M
|
34.5K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
P/E Global LLC
|
BUY
|
- |
13.5K+ 2.64% |
$1.32M - $1.36M
|
527K
$52.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13.4K+ 3.41% |
$1.31M - $1.35M
|
405K
$40.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.2K+ 6.0% |
$1.29M - $1.33M
|
233K
$23.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13K+ 5.17% |
$1.27M - $1.31M
|
265K
$26.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13K+ 8.21% |
$1.27M - $1.31M
|
171K
$17.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.9K+ 3.74% |
$1.26M - $1.3M
|
359K
$35.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.8K+ 18.33% |
$1.25M - $1.29M
|
82.7K
$8.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 6.15% |
$1.25M - $1.29M
|
221K
$22.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
12.7K+ 14.32% |
$1.24M - $1.28M
|
102K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 73.52% |
$1.24M - $1.28M
|
29.9K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
12.6K+ 2.41% |
$1.23M - $1.27M
|
535K
$53.5M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.23M - $1.26M
|
12.5K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3K+ 6.55% |
$1.2M - $1.24M
|
200K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 8.94% |
$1.19M - $1.22M
|
148K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.1K+ 3.4% |
$1.18M - $1.21M
|
367K
$36.7M
|
|