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
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
54.8KNew |
$5.36M - $5.52M
|
54.8K
$5.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
54.2K+ 20.13% |
$5.3M - $5.46M
|
323K
$32.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
54.2K+ 4.82% |
$5.3M - $5.46M
|
1.18M
$118M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
52.8K+ 30.45% |
$5.16M - $5.32M
|
226K
$22.6M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
51.7K+ 14.51% |
$5.06M - $5.21M
|
408K
$40.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
50.6K+ 8.45% |
$4.94M - $5.09M
|
649K
$64.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
49.1KNew |
$4.8M - $4.95M
|
49.1K
$4.91M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
49K+ 19.84% |
$4.79M - $4.94M
|
296K
$29.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.9K+ 21.13% |
$4.59M - $4.73M
|
269K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.8K+ 19.4% |
$4.57M - $4.71M
|
288K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.8K+ 5.53% |
$4.48M - $4.62M
|
875K
$87.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
45K+ 17.52% |
$4.4M - $4.54M
|
302K
$30.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
44.1K+ 13.64% |
$4.31M - $4.44M
|
367K
$36.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44.1K+ 1.33% |
$4.31M - $4.44M
|
3.36M
$336M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
43.9KNew |
$4.29M - $4.43M
|
43.9K
$4.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.3K+ 10.38% |
$4.23M - $4.36M
|
461K
$46.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
42.3K+ 1453.14% |
$4.14M - $4.26M
|
45.2K
$4.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
42.2K+ 64.53% |
$4.12M - $4.25M
|
108K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
41.5K+ 5.18% |
$4.05M - $4.18M
|
841K
$84.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.9K+ 1.92% |
$3.99M - $4.12M
|
2.17M
$217M
|
|
|
Nov 10, 2025
Q3 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
40.8K+ 7.9% |
$3.99M - $4.11M
|
557K
$55.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
40.3K+ 51.25% |
$3.94M - $4.06M
|
119K
$11.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
40.1K+ 10.86% |
$3.92M - $4.04M
|
410K
$41M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40.1K+ 9.52% |
$3.92M - $4.04M
|
461K
$46.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
39.7K+ 8.87% |
$3.88M - $4M
|
488K
$48.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
39.6K+ 77.17% |
$3.87M - $3.99M
|
90.9K
$9.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
39.4K+ 21.72% |
$3.85M - $3.97M
|
221K
$22.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
38.9K+ 89.82% |
$3.8M - $3.92M
|
82.2K
$8.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
38.3KNew |
$3.74M - $3.85M
|
38.3K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
38KNew |
$3.71M - $3.82M
|
38K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
37.7K+ 1842.98% |
$3.68M - $3.8M
|
39.7K
$3.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36.9K+ 11.97% |
$3.61M - $3.72M
|
346K
$34.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
36.7K+ 189.82% |
$3.58M - $3.69M
|
56K
$5.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
36.6K+ 9.2% |
$3.57M - $3.68M
|
434K
$43.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
35.8K+ 7.21% |
$3.5M - $3.61M
|
533K
$53.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
35.2K+ 41.15% |
$3.44M - $3.55M
|
121K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35.1K+ 4.26% |
$3.43M - $3.54M
|
859K
$85.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.6K+ 3.8% |
$3.38M - $3.49M
|
946K
$94.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
34.6K+ 3.58% |
$3.38M - $3.48M
|
999K
$99.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
34.5KNew |
$3.38M - $3.48M
|
34.5K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.9K+ 18.52% |
$3.31M - $3.41M
|
217K
$21.7M
|
|