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 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.97K+ 77.91% |
$191K - $196K
|
4.5K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.96K+ 11.91% |
$189K - $195K
|
18.4K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1.94KNew |
$187K - $192K
|
1.94K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.93K+ 2.84% |
$187K - $192K
|
69.9K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.93K+ 59.41% |
$187K - $192K
|
5.18K
$521K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.92K+ 0.99% |
$186K - $191K
|
196K
$19.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.9K+ 9.84% |
$184K - $189K
|
21.2K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.9K+ 2.41% |
$184K - $189K
|
80.7K
$8.12M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.89K+ 221.26% |
$183K - $188K
|
2.75K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$183K - $188K
|
113K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.89K+ 416.11% |
$183K - $187K
|
2.34K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.86K+ 6.82% |
$180K - $185K
|
29.1K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.85K+ 22.48% |
$179K - $184K
|
10.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.84K+ 21.41% |
$178K - $183K
|
10.4K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.83K+ 5.72% |
$177K - $182K
|
33.8K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.82K+ 42.37% |
$177K - $181K
|
6.13K
$617K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 7.01% |
$176K - $181K
|
27.7K
$2.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 2.06% |
$175K - $180K
|
89.7K
$9.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8K+ 1.61% |
$175K - $179K
|
114K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.77K+ 24.07% |
$172K - $176K
|
9.13K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.77K+ 116.12% |
$171K - $176K
|
3.29K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.76K+ 21.2% |
$170K - $175K
|
10K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$170K - $174K
|
1.75K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.74K+ 10.5% |
$169K - $173K
|
18.3K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.73K+ 2.84% |
$168K - $172K
|
62.7K
$6.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 37.05% |
$168K - $172K
|
6.4K
$644K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.73K+ 2.14% |
$167K - $172K
|
82.4K
$8.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.72K+ 57.28% |
$167K - $171K
|
4.73K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
BUY
|
- |
1.71K+ 1.22% |
$165K - $170K
|
142K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.68K+ 0.61% |
$163K - $167K
|
277K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 1.42% |
$163K - $167K
|
120K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.68K+ 125.97% |
$163K - $167K
|
3.02K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 11.03% |
$163K - $167K
|
16.9K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.67K+ 7.14% |
$161K - $166K
|
25K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.63K+ 0.88% |
$158K - $162K
|
186K
$18.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 6.0% |
$156K - $160K
|
28.5K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.6K+ 2.44% |
$155K - $159K
|
67.3K
$6.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 31.24% |
$150K - $154K
|
6.52K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.55K+ 6192.0% |
$150K - $154K
|
1.57K
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.54K+ 13.05% |
$149K - $153K
|
13.3K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.53K+ 33.03% |
$148K - $152K
|
6.15K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.51K+ 11.38% |
$146K - $150K
|
14.8K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 12.26% |
$145K - $149K
|
13.7K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.5KNew |
$145K - $149K
|
1.5K
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.49K+ 5.8% |
$144K - $148K
|
27.2K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 9.47% |
$144K - $148K
|
17.2K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.49K+ 11.29% |
$144K - $148K
|
14.7K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.49K+ 3.36% |
$144K - $148K
|
45.7K
$4.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.48K+ 1.59% |
$144K - $147K
|
95K
$9.56M
|
|
|
Oct 29, 2025
Q2 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.48K+ 6.48% |
$143K - $147K
|
24.2K
$2.44M
|