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 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
95New |
$9.2K - $9.45K
|
95
$9.56K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
94+ 47.0% |
$9.1K - $9.35K
|
294
$29.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
93+ 3.63% |
$9.01K - $9.25K
|
2.66K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
93+ 21.99% |
$9.01K - $9.25K
|
516
$51.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
93+ 1.5% |
$9.01K - $9.25K
|
6.3K
$634K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
92+ 3.44% |
$8.91K - $9.15K
|
2.77K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
91+ 6.33% |
$8.81K - $9.05K
|
1.53K
$154K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 1.62% |
$8.72K - $8.95K
|
5.65K
$569K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
86+ 0.18% |
$8.33K - $8.55K
|
47.2K
$4.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
86+ 1.06% |
$8.33K - $8.55K
|
8.17K
$823K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
83+ 2.72% |
$8.04K - $8.26K
|
3.13K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
83+ 1.56% |
$8.04K - $8.26K
|
5.39K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
81+ 0.38% |
$7.84K - $8.06K
|
21.4K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
80+ 2.39% |
$7.75K - $7.96K
|
3.43K
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
79+ 0.97% |
$7.65K - $7.86K
|
8.26K
$831K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
79+ 1.71% |
$7.65K - $7.86K
|
4.69K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
75+ 4.24% |
$7.26K - $7.46K
|
1.84K
$185K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
72+ 0.71% |
$6.97K - $7.16K
|
10.3K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
72New |
$6.97K - $7.16K
|
72
$7.25K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71+ 221.88% |
$6.88K - $7.06K
|
103
$10.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
70+ 1.89% |
$6.78K - $6.96K
|
3.77K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
68+ 2.99% |
$6.59K - $6.76K
|
2.34K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
67+ 3.02% |
$6.49K - $6.66K
|
2.29K
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
65New |
$6.29K - $6.46K
|
65
$6.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
64New |
$6.2K - $6.37K
|
64
$6.44K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
63+ 0.1% |
$6.1K - $6.27K
|
64.1K
$6.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 0.89% |
$5.71K - $5.87K
|
6.67K
$671K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
59+ 2.66% |
$5.71K - $5.87K
|
2.28K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 1.73% |
$5.62K - $5.77K
|
3.4K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
57+ 0.89% |
$5.52K - $5.67K
|
6.46K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
55+ 0.79% |
$5.33K - $5.47K
|
7.06K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 2.69% |
$5.33K - $5.47K
|
2.1K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
53+ 2.97% |
$5.13K - $5.27K
|
1.84K
$185K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 0.82% |
$4.84K - $4.97K
|
6.18K
$622K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
48+ 1.13% |
$4.65K - $4.77K
|
4.29K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
47+ 1.15% |
$4.55K - $4.67K
|
4.12K
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
46+ 0.74% |
$4.45K - $4.58K
|
6.29K
$634K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
46+ 7.55% |
$4.45K - $4.58K
|
655
$65.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
42+ 1.46% |
$4.07K - $4.18K
|
2.92K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
41+ 1.0% |
$3.97K - $4.08K
|
4.16K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
41+ 1.83% |
$3.97K - $4.08K
|
2.28K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 2.68% |
$3.97K - $4.08K
|
1.57K
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
37+ 0.64% |
$3.58K - $3.68K
|
5.8K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
35+ 1.66% |
$3.39K - $3.48K
|
2.15K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
34+ 0.29% |
$3.29K - $3.38K
|
11.7K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34+ 0.06% |
$3.29K - $3.38K
|
58K
$5.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 0.56% |
$3.2K - $3.28K
|
5.88K
$592K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
32+ 0.66% |
$3.1K - $3.18K
|
4.88K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32+ 1.21% |
$3.1K - $3.18K
|
2.67K
$268K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32+ 1.69% |
$3.1K - $3.18K
|
1.93K
$194K
|