Purchases and Sales Made in Q2 2025 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 13, 2025 Q2 2025
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
234
+ 2.17%
$22.7K - $23.3K
11K $1.11M
Aug 04, 2025 Q2 2025
Nwk Group, Inc.

San Francisco, CA
BUY
 -
232
+ 4.48%
$22.5K - $23.1K
5.42K $545K
Aug 13, 2025 Q2 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
222
+ 84.73%
$21.5K - $22.1K
484 $48.7K
Jul 22, 2025 Q2 2025
Appleton Partners Inc

BUY
 -
218
+ 10.46%
$21.1K - $21.7K
2.3K $232K
Jul 23, 2025 Q2 2025
Winthrop Advisory Group LLC

BUY
 -
217
+ 3.7%
$21K - $21.6K
6.08K $612K
Jul 15, 2025 Q2 2025
Oak Wealth Advisors LLC

Northbrook, IL
BUY
 -
214
+ 3.69%
$20.7K - $21.3K
6.01K $605K
Jul 21, 2025 Q2 2025
Atwater Malick LLC

BUY
 -
214
+ 1.05%
$20.7K - $21.3K
20.6K $2.07M
Jul 16, 2025 Q2 2025
Novem Group

Rochester, NY
BUY
 -
211
+ 9.79%
$20.4K - $21K
2.37K $238K
Aug 11, 2025 Q2 2025
Sprott Inc.

Toronto, A6
BUY
 -
202
+ 4.07%
$19.6K - $20.1K
5.16K $519K
Jul 15, 2025 Q2 2025
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
200
+ 0.46%
$19.4K - $19.9K
43.8K $4.41M
Jul 22, 2025 Q2 2025
Steel Peak Wealth Management LLC

BUY
 -
198
+ 4.94%
$19.2K - $19.7K
4.21K $424K
Aug 13, 2025 Q2 2025
Rinkey Investments

San Diego, CA
BUY
 -
198
+ 1.98%
$19.2K - $19.7K
10.2K $1.03M
Jul 29, 2025 Q2 2025
Fairway Wealth LLC

Independence, OH
BUY
 -
194
+ 0.76%
$18.8K - $19.3K
25.8K $2.6M
Jul 18, 2025 Q2 2025
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
191
New
$18.5K - $19K
191 $19.2K
Aug 05, 2025 Q2 2025
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
190
+ 9.3%
$18.4K - $18.9K
2.23K $225K
Jul 30, 2025 Q2 2025
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
186
+ 0.1%
$18K - $18.5K
193K $19.4M
Aug 14, 2025 Q2 2025
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
183
+ 3.34%
$17.7K - $18.2K
5.67K $571K
Jul 09, 2025 Q2 2025
Beacon Financial Group

BUY
 -
182
+ 2.52%
$17.6K - $18.1K
7.41K $746K
Jul 09, 2025 Q2 2025
Defined Wealth Management, LLC

BUY
 -
182
+ 4.96%
$17.6K - $18.1K
3.85K $388K
Aug 14, 2025 Q2 2025
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
180
+ 2.89%
$17.4K - $17.9K
6.41K $645K
Jul 14, 2025 Q2 2025
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
178
+ 0.93%
$17.2K - $17.7K
19.3K $1.94M
Jul 23, 2025 Q2 2025
Ti Trust, Inc

BUY
 -
178
+ 0.42%
$17.2K - $17.7K
42.9K $4.32M
Jul 15, 2025 Q2 2025
Ballentine Partners, LLC

Waltham, MA
BUY
 -
174
+ 1.12%
$16.9K - $17.3K
15.7K $1.58M
Aug 14, 2025 Q2 2025
Principia Wealth Advisory, LLC

Dallas, TX
BUY
 -
173
New
$16.8K - $17.2K
173 $17.4K
Jul 15, 2025 Q2 2025
Vannoy Advisory Group, Inc.

Round Rock, TX
BUY
 -
163
+ 0.99%
$15.8K - $16.2K
16.7K $1.68M
Aug 05, 2025 Q2 2025
Plante Moran Financial Advisors, LLC

BUY
 -
161
+ 104.55%
$15.6K - $16K
315 $31.7K
Jul 24, 2025 Q2 2025
Kampmann Melissa S.

Wausau, WI
BUY
 -
160
+ 1.57%
$15.5K - $15.9K
10.4K $1.04M
Jul 28, 2025 Q2 2025
Cutler Investment Counsel LLC

BUY
 -
155
+ 5.22%
$15K - $15.4K
3.13K $315K
Jul 22, 2025 Q2 2025
Country Club Bank

BUY
 -
150
+ 2.85%
$14.5K - $14.9K
5.42K $545K
Jul 25, 2025 Q2 2025
Summa Corp.

Tomball, TX
BUY
 -
150
+ 2.17%
$14.5K - $14.9K
7.05K $710K
Jul 18, 2025 Q2 2025
Swp Financial LLC

San Diego, CA
BUY
 -
149
+ 5.24%
$14.4K - $14.8K
2.99K $301K
Jul 31, 2025 Q2 2025
Peterson Wealth Services

BUY
 -
149
+ 2.69%
$14.4K - $14.8K
5.69K $573K
Aug 14, 2025 Q2 2025
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
142
+ 5.12%
$13.8K - $14.1K
2.91K $293K
Jul 24, 2025 Q2 2025
Drucker Wealth 3.0, LLC

Woodcliff Lake, NJ
BUY
 -
139
+ 2.97%
$13.5K - $13.8K
4.81K $485K
Jul 08, 2025 Q2 2025
Rise Advisors, LLC

BUY
 -
133
+ 4.41%
$12.9K - $13.2K
3.15K $317K
Jul 21, 2025 Q2 2025
Vested Financial Planning, LLC

San Carlos, CA
BUY
 -
133
+ 2.12%
$12.9K - $13.2K
6.42K $646K
Jul 14, 2025 Q2 2025
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
130
New
$12.6K - $12.9K
130 $13.1K
Aug 13, 2025 Q2 2025
Measured Wealth Private Client Group, LLC

BUY
 -
130
+ 0.52%
$12.6K - $12.9K
25.1K $2.53M
Jul 09, 2025 Q2 2025
Goelzer Investment Management, Inc.

BUY
 -
129
+ 3.97%
$12.5K - $12.8K
3.38K $340K
Aug 12, 2025 Q2 2025
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
129
+ 0.29%
$12.5K - $12.8K
44.1K $4.44M
Jul 23, 2025 Q2 2025
Woodside Wealth Management LLC

Framingham, MA
BUY
 -
125
+ 2.08%
$12.1K - $12.4K
6.14K $618K
Jul 21, 2025 Q2 2025
Old Second National Bank Of Aurora

BUY
 -
117
New
$11.3K - $11.6K
117 $11.8K
Jul 22, 2025 Q2 2025
Valeo Financial Advisors, LLC

BUY
 -
110
+ 0.2%
$10.7K - $10.9K
54.6K $5.5M
Jul 16, 2025 Q2 2025
Vestia Personal Wealth Advisors

Fort Wayne, IN
BUY
 -
107
+ 5.19%
$10.4K - $10.6K
2.17K $218K
Aug 08, 2025 Q2 2025
Fiera Capital Corp

Montreal, A8
BUY
 -
105
+ 1.08%
$10.2K - $10.4K
9.82K $988K
Jul 22, 2025 Q2 2025
Vaughan & CO Securities, Inc.

BUY
 -
104
+ 1.62%
$10.1K - $10.3K
6.54K $658K
Aug 08, 2025 Q2 2025
Altfest L J & CO Inc

BUY
 -
103
+ 0.8%
$9.97K - $10.2K
12.9K $1.3M
Jul 16, 2025 Q2 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
100
+ 1.88%
$9.68K - $9.95K
5.41K $545K
Jul 18, 2025 Q2 2025
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
100
+ 1.2%
$9.68K - $9.95K
8.43K $849K

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