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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.1K+ 33.13% |
$107K - $109K
|
4.42K
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.1K+ 1.61% |
$107K - $109K
|
69.6K
$7.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.1K+ 6.57% |
$106K - $109K
|
17.8K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 4.77% |
$106K - $109K
|
24K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.08K+ 6.41% |
$104K - $107K
|
17.9K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.07K+ 8.05% |
$104K - $107K
|
14.4K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.07K+ 2.33% |
$104K - $106K
|
47K
$4.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.07K+ 0.61% |
$104K - $106K
|
175K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.05K+ 0.0% |
$102K - $105K
|
24.5M
$2.47B
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.05K+ 3.42% |
$102K - $105K
|
31.8K
$3.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.02K+ 9.93% |
$98.7K - $101K
|
11.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
995+ 13.92% |
$96.4K - $99K
|
8.15K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
985+ 3.53% |
$95.4K - $98K
|
28.9K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
963+ 1.13% |
$93.3K - $95.8K
|
86.5K
$8.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
953+ 0.63% |
$92.3K - $94.8K
|
152K
$15.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
946+ 14.73% |
$91.6K - $94.1K
|
7.37K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
943+ 7.56% |
$91.3K - $93.8K
|
13.4K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
932+ 21.88% |
$90.3K - $92.7K
|
5.19K
$523K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
917+ 6.43% |
$88.8K - $91.2K
|
15.2K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
916+ 4.45% |
$88.7K - $91.1K
|
21.5K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
910+ 3.5% |
$88.1K - $90.5K
|
26.9K
$2.71M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
910+ 3.5% |
$88.1K - $90.5K
|
26.9K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
904+ 1.09% |
$87.5K - $89.9K
|
83.5K
$8.41M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
902+ 2.17% |
$87.3K - $89.7K
|
42.4K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
892+ 10.88% |
$86.4K - $88.7K
|
9.09K
$915K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
889+ 0.28% |
$86.1K - $88.4K
|
314K
$31.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
888+ 1.97% |
$86K - $88.3K
|
46.1K
$4.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
865+ 8.74% |
$83.8K - $86K
|
10.8K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
863+ 8.52% |
$83.6K - $85.8K
|
11K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
855+ 9.93% |
$82.8K - $85K
|
9.46K
$953K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
831+ 12.13% |
$80.5K - $82.7K
|
7.68K
$773K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
823+ 13.23% |
$79.7K - $81.9K
|
7.04K
$709K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
813+ 80.57% |
$78.7K - $80.9K
|
1.82K
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
809+ 1.02% |
$78.3K - $80.5K
|
79.9K
$8.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
807+ 3.74% |
$78.1K - $80.3K
|
22.4K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
803+ 3.88% |
$77.8K - $79.9K
|
21.5K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
798+ 6.17% |
$77.3K - $79.4K
|
13.7K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
787+ 5.22% |
$76.2K - $78.3K
|
15.9K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
770+ 1.08% |
$74.6K - $76.6K
|
72.1K
$7.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
763+ 1.05% |
$73.9K - $75.9K
|
73.5K
$7.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
760+ 0.95% |
$73.6K - $75.6K
|
80.5K
$8.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
744+ 2.1% |
$72K - $74K
|
36.1K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
742+ 2.15% |
$71.9K - $73.8K
|
35.3K
$3.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
739+ 3.19% |
$71.6K - $73.5K
|
23.9K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
737+ 18.51% |
$71.4K - $73.3K
|
4.72K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
728+ 13.61% |
$70.5K - $72.4K
|
6.08K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
711+ 13.01% |
$68.9K - $70.7K
|
6.18K
$622K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
705+ 2.0% |
$68.3K - $70.1K
|
35.9K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
698+ 2.21% |
$67.6K - $69.4K
|
32.3K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
692+ 4.71% |
$67K - $68.8K
|
15.4K
$1.55M
|