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 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.07K+ 10.49% |
$886K - $914K
|
95.5K
$9.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
8.88K+ 2.04% |
$868K - $894K
|
444K
$44.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.79K+ 7.62% |
$859K - $885K
|
124K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
8.78K+ 145.38% |
$859K - $885K
|
14.8K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.72K+ 62.13% |
$853K - $879K
|
22.8K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.69K+ 4.33% |
$850K - $876K
|
209K
$20.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.65KNew |
$846K - $872K
|
8.65K
$865K
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
8.65K+ 10.56% |
$845K - $871K
|
90.6K
$9.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
8.63K+ 2.08% |
$843K - $869K
|
423K
$42.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.59K+ 8.16% |
$840K - $866K
|
114K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.59K+ 1.44% |
$840K - $865K
|
605K
$60.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.43K+ 3.44% |
$824K - $850K
|
254K
$25.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.38K+ 3.39% |
$819K - $844K
|
255K
$25.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 5.54% |
$817K - $843K
|
159K
$15.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.29K+ 24.15% |
$810K - $835K
|
42.6K
$4.26M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
8.24K+ 8.53% |
$805K - $830K
|
105K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.23K+ 7.73% |
$804K - $829K
|
115K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.19K+ 6.66% |
$801K - $825K
|
131K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.16K+ 44.36% |
$797K - $822K
|
26.5K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.16K+ 4.82% |
$797K - $822K
|
177K
$17.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
8.06K+ 6.55% |
$787K - $812K
|
131K
$13.1M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
7.94K+ 2.7% |
$776K - $800K
|
302K
$30.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
7.84K+ 7.36% |
$766K - $789K
|
114K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
7.83KNew |
$765K - $789K
|
7.83K
$783K
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.75K+ 3.35% |
$758K - $781K
|
239K
$23.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
7.73KNew |
$756K - $779K
|
7.73K
$773K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.67K+ 7.32% |
$750K - $773K
|
112K
$11.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.66K+ 161.68% |
$749K - $772K
|
12.4K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.6KNew |
$743K - $766K
|
7.6K
$760K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7.6K+ 4.05% |
$743K - $766K
|
195K
$19.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
7.58KNew |
$741K - $763K
|
7.58K
$758K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
7.47K+ 3.81% |
$730K - $753K
|
203K
$20.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.46K+ 2.23% |
$729K - $751K
|
341K
$34.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
7.42K+ 3.75% |
$725K - $747K
|
205K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.41K+ 1.83% |
$724K - $746K
|
411K
$41.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.35K+ 1.95% |
$718K - $740K
|
385K
$38.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
7.32K+ 4.65% |
$716K - $737K
|
165K
$16.5M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
7.27K+ 8.41% |
$711K - $733K
|
93.7K
$9.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.13K+ 20.62% |
$697K - $718K
|
41.7K
$4.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.04K+ 42.34% |
$688K - $709K
|
23.7K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.03K+ 7.36% |
$688K - $709K
|
103K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
7.03K+ 34.13% |
$687K - $708K
|
27.6K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.9K+ 3.7% |
$675K - $695K
|
193K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.85K+ 5.78% |
$669K - $690K
|
125K
$12.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.84K+ 19.17% |
$669K - $690K
|
42.5K
$4.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.8K+ 1.01% |
$664K - $685K
|
682K
$68.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
6.66K+ 24.71% |
$651K - $671K
|
33.6K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.59K+ 3.23% |
$644K - $664K
|
211K
$21.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.56K+ 8.11% |
$641K - $660K
|
87.4K
$8.74M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
6.54KNew |
$639K - $659K
|
6.54K
$654K
|
|