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 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-118- 0.27% |
$11.4K - $11.7K
|
43.8K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-121- 1.96% |
$11.7K - $12K
|
6.04K
$608K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-122- 1.29% |
$11.8K - $12.1K
|
9.34K
$940K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-122- 4.82% |
$11.8K - $12.1K
|
2.41K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-123- 1.4% |
$11.9K - $12.2K
|
8.67K
$873K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-123- 0.87% |
$11.9K - $12.2K
|
14K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-125- 1.0% |
$12.1K - $12.4K
|
12.3K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-128- 5.33% |
$12.4K - $12.7K
|
2.27K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-129- 1.93% |
$12.5K - $12.8K
|
6.54K
$658K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-132- 1.76% |
$12.8K - $13.1K
|
7.38K
$743K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-132- 2.06% |
$12.8K - $13.1K
|
6.29K
$633K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-132- 1.96% |
$12.8K - $13.1K
|
6.59K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-135- 2.14% |
$13.1K - $13.4K
|
6.18K
$622K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-139- 4.96% |
$13.5K - $13.8K
|
2.67K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-139- 6.08% |
$13.5K - $13.8K
|
2.15K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-140- 0.37% |
$13.6K - $13.9K
|
38K
$3.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-153- 1.81% |
$14.8K - $15.2K
|
8.29K
$835K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-153- 5.75% |
$14.8K - $15.2K
|
2.51K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-155- 0.83% |
$15K - $15.4K
|
18.4K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-155- 5.74% |
$15K - $15.4K
|
2.54K
$256K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.48% |
$15.1K - $15.5K
|
32.4K
$3.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-159- 2.87% |
$15.4K - $15.8K
|
5.37K
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-160- 0.81% |
$15.5K - $15.9K
|
19.7K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-160- 6.14% |
$15.5K - $15.9K
|
2.45K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-160- 0.89% |
$15.5K - $15.9K
|
17.9K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-162- 11.65% |
$15.7K - $16.1K
|
1.23K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-168- 3.71% |
$16.3K - $16.7K
|
4.36K
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-169- 6.19% |
$16.4K - $16.8K
|
2.56K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-170- 49.13% |
$16.5K - $16.9K
|
176
$17.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-179- 4.65% |
$17.3K - $17.8K
|
3.67K
$370K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-179- 6.27% |
$17.3K - $17.8K
|
2.68K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-181- 7.1% |
$17.5K - $18K
|
2.37K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-182- 7.41% |
$17.6K - $18.1K
|
2.27K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-183- 1.22% |
$17.7K - $18.2K
|
14.8K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-185- 6.12% |
$17.9K - $18.4K
|
2.84K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-185- 2.53% |
$17.9K - $18.4K
|
7.13K
$718K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-188- 4.03% |
$18.2K - $18.7K
|
4.47K
$450K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-190- 6.21% |
$18.4K - $18.9K
|
2.87K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-190- 6.56% |
$18.4K - $18.9K
|
2.71K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-198- 1.96% |
$19.2K - $19.7K
|
9.91K
$997K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-199- 0.73% |
$19.3K - $19.8K
|
27K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-199- 0.65% |
$19.3K - $19.8K
|
30.4K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-199- 2.05% |
$19.3K - $19.8K
|
9.52K
$959K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-200- 5.81% |
$19.4K - $19.9K
|
3.24K
$326K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-202- 3.74% |
$19.6K - $20.1K
|
5.2K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-202- 2.47% |
$19.6K - $20.1K
|
7.96K
$802K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-207- 0.9% |
$20K - $20.6K
|
22.9K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-209- 7.95% |
$20.2K - $20.8K
|
2.42K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-211- 29.31% |
$20.4K - $21K
|
509
$51.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-212- 2.42% |
$20.5K - $21.1K
|
8.56K
$862K
|