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 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
8.08KNew |
$781K - $818K
|
8.08K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.06K+ 3.72% |
$779K - $816K
|
225K
$21.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.05K+ 7.62% |
$778K - $815K
|
114K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 10.4% |
$776K - $813K
|
85.3K
$8.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.95K+ 12.08% |
$768K - $805K
|
73.8K
$7.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
7.91K+ 20.96% |
$765K - $801K
|
45.7K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.76K+ 2.62% |
$749K - $785K
|
303K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.67K+ 3.04% |
$741K - $777K
|
260K
$25.3M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
7.58K+ 1.81% |
$732K - $767K
|
427K
$41.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
7.55K+ 7.17% |
$730K - $765K
|
113K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.47K+ 16.63% |
$722K - $756K
|
52.4K
$5.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7.43K+ 6.46% |
$718K - $752K
|
122K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.41K+ 1.92% |
$716K - $750K
|
393K
$38.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.38K+ 10.47% |
$713K - $747K
|
77.8K
$7.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
7.31K+ 2.75% |
$707K - $740K
|
273K
$26.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.25K+ 290.0% |
$701K - $734K
|
9.75K
$950K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 18.37% |
$695K - $728K
|
46.4K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.17K+ 10.39% |
$693K - $726K
|
76.2K
$7.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.1K+ 54.58% |
$686K - $718K
|
20.1K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.09K+ 273.28% |
$685K - $718K
|
9.68K
$944K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.03K+ 237.98% |
$679K - $712K
|
9.98K
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.94KNew |
$671K - $703K
|
6.94K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.93K+ 8.33% |
$670K - $702K
|
90.2K
$8.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.91KNew |
$667K - $699K
|
6.91K
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.84KNew |
$661K - $693K
|
6.84K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 3.66% |
$649K - $680K
|
190K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65K+ 12.49% |
$643K - $673K
|
59.9K
$5.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.64KNew |
$642K - $673K
|
6.64K
$648K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.58K+ 34.17% |
$635K - $666K
|
25.8K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.43K+ 11.38% |
$621K - $651K
|
62.9K
$6.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
6.4K+ 3.9% |
$618K - $648K
|
170K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
6.35KNew |
$613K - $643K
|
6.35K
$619K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
6.25KNew |
$604K - $632K
|
6.25K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
6.21KNew |
$600K - $628K
|
6.21K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.13KNew |
$592K - $620K
|
6.13K
$597K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.09K+ 21.43% |
$589K - $616K
|
34.5K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
6.07K+ 38.19% |
$586K - $614K
|
21.9K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.06K+ 2.34% |
$585K - $613K
|
265K
$25.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6K+ 42.2% |
$580K - $607K
|
20.2K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.97K+ 19.22% |
$577K - $605K
|
37K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.88K+ 7.44% |
$569K - $596K
|
85K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
5.87K+ 8.47% |
$567K - $594K
|
75.1K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.86K+ 28.2% |
$566K - $593K
|
26.6K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.82K+ 9.19% |
$563K - $589K
|
69.2K
$6.74M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.76KNew |
$556K - $583K
|
5.76K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.72K+ 7.58% |
$553K - $579K
|
81.2K
$7.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
5.71KNew |
$552K - $578K
|
5.71K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.63KNew |
$544K - $570K
|
5.63K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.57KNew |
$538K - $564K
|
5.57K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.54K+ 5.57% |
$535K - $561K
|
105K
$10.2M
|