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 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.45K+ 15.0% |
$140K - $144K
|
11.1K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.44K+ 5.33% |
$139K - $143K
|
28.4K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.43K+ 2.62% |
$139K - $143K
|
56.1K
$5.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 6.31% |
$138K - $142K
|
24K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.43K+ 25.69% |
$138K - $142K
|
6.98K
$703K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.43K+ 8.99% |
$138K - $142K
|
17.3K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.42K+ 0.88% |
$137K - $141K
|
163K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 0.21% |
$135K - $139K
|
673K
$67.7M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.38K+ 1.2% |
$134K - $137K
|
116K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.38K+ 18.78% |
$133K - $137K
|
8.72K
$877K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.35K+ 26.31% |
$131K - $134K
|
6.47K
$651K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.35K+ 46.97% |
$130K - $134K
|
4.22K
$424K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.35K+ 79.07% |
$130K - $134K
|
3.05K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.33K+ 6.33% |
$129K - $132K
|
22.4K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 3.55% |
$128K - $132K
|
38.7K
$3.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.32K+ 5.97% |
$128K - $132K
|
23.5K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.32K+ 9.6% |
$128K - $132K
|
15.1K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.32K+ 2.4% |
$128K - $131K
|
56.2K
$5.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 2.85% |
$126K - $129K
|
46.9K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.3K+ 1.19% |
$126K - $129K
|
110K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.26K+ 32.92% |
$122K - $126K
|
5.1K
$514K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.69% |
$122K - $126K
|
20.1K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.26K+ 54.36% |
$122K - $125K
|
3.58K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.26K+ 1.14% |
$122K - $125K
|
112K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.25K+ 3.06% |
$121K - $124K
|
42K
$4.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.25K+ 23.77% |
$121K - $124K
|
6.48K
$653K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.24K+ 3.91% |
$120K - $123K
|
32.9K
$3.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 29.37% |
$120K - $123K
|
5.46K
$549K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.24K+ 6.82% |
$120K - $123K
|
19.4K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.23K+ 1.19% |
$119K - $122K
|
105K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.22K+ 57.87% |
$118K - $121K
|
3.33K
$335K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.22K+ 4.34% |
$118K - $121K
|
29.3K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.22K+ 10.53% |
$118K - $121K
|
12.8K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.22K+ 12.15% |
$118K - $121K
|
11.2K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.21K+ 1.65% |
$117K - $120K
|
74.1K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.2K+ 18.37% |
$116K - $119K
|
7.72K
$777K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.18K+ 0.79% |
$114K - $117K
|
150K
$15.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.18K+ 8.43% |
$114K - $117K
|
15.1K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.17K+ 10.0% |
$113K - $116K
|
12.8K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 0.96% |
$113K - $116K
|
122K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.16K+ 246.38% |
$112K - $115K
|
1.63K
$164K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 9.97% |
$112K - $115K
|
12.8K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.12K+ 3.86% |
$109K - $112K
|
30.2K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.12KNew |
$109K - $112K
|
1.12K
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.12K+ 4.04% |
$109K - $112K
|
28.9K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.12K+ 1.09% |
$109K - $111K
|
104K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.12K+ 3.48% |
$108K - $111K
|
33.3K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.11K+ 6.85% |
$107K - $110K
|
17.3K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.11K+ 14.26% |
$107K - $110K
|
8.88K
$894K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.1K+ 1.28% |
$107K - $109K
|
87.2K
$8.78M
|