Purchases and Sales Made in Q2 2025 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.92M+ 29.13% |
$961M - $987M
|
44M
$4.34B
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.09M+ 12.41% |
$203M - $208M
|
19M
$1.87B
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.31MNew |
$127M - $130M
|
1.31M
$129M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31M+ 8.61% |
$127M - $130M
|
16.5M
$1.63B
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.1M+ 52.43% |
$107M - $109M
|
3.2M
$315M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
720K+ 4026.21% |
$69.7M - $71.6M
|
738K
$72.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
402K+ 60.62% |
$38.9M - $40M
|
1.06M
$105M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
379KNew |
$36.7M - $37.7M
|
379K
$37.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
239K+ 3.58% |
$23.2M - $23.8M
|
6.94M
$684M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
194K+ 25.28% |
$18.8M - $19.3M
|
960K
$94.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
165KNew |
$16M - $16.4M
|
165K
$16.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
131KNew |
$12.7M - $13.1M
|
131K
$12.9M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
130K+ 1672.73% |
$12.6M - $13M
|
138K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
123K+ 549.18% |
$11.9M - $12.2M
|
145K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
89.9K+ 1343.29% |
$8.71M - $8.94M
|
96.6K
$9.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
88.3K+ 69.29% |
$8.55M - $8.78M
|
216K
$21.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
86.2K+ 16.84% |
$8.35M - $8.58M
|
598K
$59M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
82.2K+ 12.59% |
$7.96M - $8.17M
|
735K
$72.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.5K+ 2.02% |
$6.05M - $6.22M
|
3.16M
$311M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 97.66% |
$5.96M - $6.12M
|
125K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54.2K+ 8.96% |
$5.24M - $5.39M
|
658K
$64.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
49K+ 36.65% |
$4.75M - $4.88M
|
183K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.8K+ 20.0% |
$4.53M - $4.66M
|
281K
$27.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46.4K+ 124.17% |
$4.49M - $4.62M
|
83.8K
$8.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.9K+ 14.31% |
$4.35M - $4.47M
|
359K
$35.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
43.1K+ 4371.57% |
$4.17M - $4.28M
|
44K
$4.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.3K+ 9.71% |
$3.9M - $4.01M
|
455K
$44.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
39.8K+ 2.39% |
$3.86M - $3.96M
|
1.71M
$168M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
39.7K+ 100.5% |
$3.84M - $3.95M
|
79.2K
$7.8M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
39K+ 8.22% |
$3.77M - $3.87M
|
513K
$50.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
38.6K+ 5.51% |
$3.74M - $3.84M
|
740K
$72.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
38.3K+ 1603.98% |
$3.7M - $3.8M
|
40.6K
$4.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.1K+ 50.34% |
$3.59M - $3.69M
|
111K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
35K+ 9.32% |
$3.39M - $3.49M
|
411K
$40.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
34.9KNew |
$3.38M - $3.47M
|
34.9K
$3.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
34.1K+ 11.57% |
$3.31M - $3.4M
|
329K
$32.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
32K+ 6.14% |
$3.1M - $3.18M
|
553K
$54.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.7K+ 24.06% |
$2.97M - $3.05M
|
158K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$2.95M - $3.03M
|
30.5K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
30.2K+ 303.11% |
$2.92M - $3M
|
40.2K
$3.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28.8K+ 2.2% |
$2.79M - $2.86M
|
1.33M
$132M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
28.2KNew |
$2.73M - $2.8M
|
28.2K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
28KNew |
$2.71M - $2.78M
|
28K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
27.7K+ 22.48% |
$2.68M - $2.76M
|
151K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 9.89% |
$2.56M - $2.63M
|
294K
$29M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.3K+ 5.84% |
$2.45M - $2.51M
|
458K
$45.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
25K+ 71.76% |
$2.42M - $2.48M
|
59.7K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.5K+ 236.1% |
$2.38M - $2.44M
|
34.9K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
24.2K+ 9.86% |
$2.34M - $2.4M
|
269K
$26.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.9K+ 6.09% |
$2.22M - $2.28M
|
399K
$39.3M
|