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 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-36- 0.14% |
$3.49K - $3.58K
|
26K
$2.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-40- 1.36% |
$3.87K - $3.98K
|
2.9K
$292K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 0.29% |
$3.87K - $3.98K
|
13.6K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-44- 7.72% |
$4.26K - $4.38K
|
526
$53K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-47- 1.85% |
$4.55K - $4.67K
|
2.5K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 6.67% |
$4.84K - $4.97K
|
700
$70.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-50- 0.5% |
$4.84K - $4.97K
|
9.89K
$995K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 4.62% |
$4.84K - $4.97K
|
1.03K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-50- 2.14% |
$4.84K - $4.97K
|
2.28K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-51- 0.76% |
$4.94K - $5.07K
|
6.64K
$668K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-51- 0.76% |
$4.94K - $5.07K
|
6.67K
$671K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-53- 1.0% |
$5.13K - $5.27K
|
5.25K
$528K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-53- 24.2% |
$5.13K - $5.27K
|
166
$16.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-53- 1.75% |
$5.13K - $5.27K
|
2.98K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-55- 1.85% |
$5.33K - $5.47K
|
2.91K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-55- 2.27% |
$5.33K - $5.47K
|
2.37K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-58- 0.23% |
$5.62K - $5.77K
|
25.1K
$2.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-58- 14.91% |
$5.62K - $5.77K
|
331
$33.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-58- 2.09% |
$5.62K - $5.77K
|
2.72K
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-60- 0.5% |
$5.81K - $5.97K
|
11.8K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-60- 1.73% |
$5.81K - $5.97K
|
3.41K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-61- 1.94% |
$5.91K - $6.07K
|
3.08K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-61- 33.52% |
$5.91K - $6.07K
|
121
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-62- 14.45% |
$6K - $6.17K
|
367
$36.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-63- 0.42% |
$6.1K - $6.27K
|
15.1K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-65- 1.72% |
$6.29K - $6.46K
|
3.72K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-66- 1.76% |
$6.39K - $6.56K
|
3.68K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-70- 2.77% |
$6.78K - $6.96K
|
2.46K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-71- 1.82% |
$6.88K - $7.06K
|
3.83K
$386K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-71- 2.0% |
$6.88K - $7.06K
|
3.49K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-72- 3.02% |
$6.97K - $7.16K
|
2.31K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-76- 1.58% |
$7.36K - $7.56K
|
4.74K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-76- 2.4% |
$7.36K - $7.56K
|
3.09K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-77- 0.9% |
$7.46K - $7.66K
|
8.47K
$852K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-79- 1.11% |
$7.65K - $7.86K
|
7.05K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-80- 2.32% |
$7.75K - $7.96K
|
3.36K
$339K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-85- 0.02% |
$8.23K - $8.45K
|
377K
$38M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-88- 0.07% |
$8.52K - $8.75K
|
121K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-90- 2.12% |
$8.72K - $8.95K
|
4.16K
$418K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-91- 1.05% |
$8.81K - $9.05K
|
8.58K
$864K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-92- 1.22% |
$8.91K - $9.15K
|
7.44K
$749K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-94- 2.74% |
$9.1K - $9.35K
|
3.34K
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-99- 10.77% |
$9.59K - $9.85K
|
820
$82.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-101- 2.16% |
$9.78K - $10K
|
4.58K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-103- 1.73% |
$9.97K - $10.2K
|
5.85K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-103- 15.01% |
$9.97K - $10.2K
|
583
$58.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-106- 0.13% |
$10.3K - $10.5K
|
83.7K
$8.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-106- 0.21% |
$10.3K - $10.5K
|
49.8K
$5.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-109- 0.33% |
$10.6K - $10.8K
|
32.5K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-113- 0.13% |
$10.9K - $11.2K
|
85.6K
$8.62M
|