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 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-217- 1.79% |
$21K - $21.6K
|
11.9K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-220- 0.31% |
$21.3K - $21.9K
|
71.4K
$7.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-221- 72.46% |
$21.4K - $22K
|
84
$8.46K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-222- 0.82% |
$21.5K - $22.1K
|
26.8K
$2.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-224- 8.52% |
$21.7K - $22.3K
|
2.4K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-228- 9.02% |
$22.1K - $22.7K
|
2.3K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-244- 1.6% |
$23.6K - $24.3K
|
15K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-246- 2.61% |
$23.8K - $24.5K
|
9.16K
$923K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-250- 4.8% |
$24.2K - $24.9K
|
4.95K
$499K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-257- 7.21% |
$24.9K - $25.6K
|
3.31K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-258- 2.66% |
$25K - $25.7K
|
9.46K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 43.62% |
$25.2K - $25.9K
|
336
$33.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-261- 0.82% |
$25.3K - $26K
|
31.5K
$3.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-263- 6.88% |
$25.5K - $26.2K
|
3.56K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-264- 7.07% |
$25.6K - $26.3K
|
3.47K
$349K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-267- 2.32% |
$25.9K - $26.6K
|
11.2K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-274- 1.78% |
$26.5K - $27.3K
|
15.1K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-279- 1.38% |
$27K - $27.7K
|
20K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-280- 1.97% |
$27.1K - $27.8K
|
13.9K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-287- 8.6% |
$27.8K - $28.5K
|
3.05K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-299- 42.05% |
$29K - $29.7K
|
412
$41.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-301- 10.47% |
$29.1K - $29.9K
|
2.57K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-304- 5.17% |
$29.4K - $30.2K
|
5.58K
$562K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-307- 11.0% |
$29.7K - $30.5K
|
2.48K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-317- 8.28% |
$30.7K - $31.5K
|
3.51K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-318- 4.51% |
$30.8K - $31.6K
|
6.74K
$678K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-320- 10.8% |
$31K - $31.8K
|
2.64K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-329- 7.61% |
$31.9K - $32.7K
|
3.99K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-331- 5.45% |
$32.1K - $32.9K
|
5.74K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-331- 1.15% |
$32.1K - $32.9K
|
28.6K
$2.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$32.3K - $33.2K
|
247K
$24.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-334- 2.65% |
$32.3K - $33.2K
|
12.3K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-336- 9.1% |
$32.5K - $33.4K
|
3.36K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-336- 11.96% |
$32.5K - $33.4K
|
2.47K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-346- 1.72% |
$33.5K - $34.4K
|
19.8K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-353- 8.61% |
$34.2K - $35.1K
|
3.75K
$377K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-355- 0.57% |
$34.4K - $35.3K
|
61.8K
$6.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-357- 2.46% |
$34.6K - $35.5K
|
14.2K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-358- 15.25% |
$34.7K - $35.6K
|
1.99K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-358- 8.25% |
$34.7K - $35.6K
|
3.98K
$401K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-360- 7.91% |
$34.9K - $35.8K
|
4.19K
$422K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-363- 0.23% |
$35.2K - $36.1K
|
161K
$16.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-363- 82.88% |
$35.2K - $36.1K
|
75
$7.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-368- 2.24% |
$35.6K - $36.6K
|
16.1K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-370- 2.19% |
$35.8K - $36.8K
|
16.5K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-372- 12.89% |
$36K - $37K
|
2.52K
$253K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-373- 5.63% |
$36.1K - $37.1K
|
6.26K
$630K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-380- 6.63% |
$36.8K - $37.8K
|
5.35K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-382- 2.97% |
$37K - $38K
|
12.5K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-383- 3.78% |
$37.1K - $38.1K
|
9.75K
$982K
|