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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-384- 10.25% |
$37.2K - $38.2K
|
3.36K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-385- 6.78% |
$37.3K - $38.3K
|
5.29K
$533K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-398- 59.14% |
$38.5K - $39.6K
|
275
$27.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-398- 2.5% |
$38.5K - $39.6K
|
15.5K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 3.71% |
$38.7K - $39.8K
|
10.4K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-404- 4.28% |
$39.1K - $40.2K
|
9.04K
$910K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-405- 2.3% |
$39.2K - $40.3K
|
17.2K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-406- 10.69% |
$39.3K - $40.4K
|
3.39K
$341K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-406- 56.23% |
$39.3K - $40.4K
|
316
$31.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-409- 3.25% |
$39.6K - $40.7K
|
12.2K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-428- 4.51% |
$41.4K - $42.6K
|
9.05K
$911K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-432- 1.42% |
$41.8K - $43K
|
29.9K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-436- 2.24% |
$42.2K - $43.4K
|
19K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-438- 9.69% |
$42.4K - $43.6K
|
4.08K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-439- 2.45% |
$42.5K - $43.7K
|
17.5K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-446- 6.01% |
$43.2K - $44.4K
|
6.98K
$702K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-450- 3.89% |
$43.6K - $44.8K
|
11.1K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-450- 14.46% |
$43.6K - $44.8K
|
2.66K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-453- 5.0% |
$43.9K - $45.1K
|
8.61K
$867K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-455- 1.92% |
$44.1K - $45.3K
|
23.3K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-455- 5.19% |
$44.1K - $45.3K
|
8.32K
$837K
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-455- 5.19% |
$44.1K - $45.3K
|
8.32K
$837K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-461- 24.3% |
$44.6K - $45.9K
|
1.44K
$145K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-464- 0.64% |
$44.9K - $46.1K
|
71.7K
$7.22M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-467- 0.05% |
$45.2K - $46.4K
|
927K
$93.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-468- 3.23% |
$45.3K - $46.5K
|
14K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-471- 34.91% |
$45.6K - $46.8K
|
878
$88.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-471- 2.12% |
$45.6K - $46.8K
|
21.7K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-476- 7.41% |
$46.1K - $47.3K
|
5.95K
$598K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-477- 0.28% |
$46.2K - $47.4K
|
169K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-477- 1.52% |
$46.2K - $47.4K
|
30.9K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-479- 7.51% |
$46.4K - $47.6K
|
5.9K
$594K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-482- 0.45% |
$46.7K - $47.9K
|
107K
$10.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-490- 11.28% |
$47.5K - $48.7K
|
3.85K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-496- 4.37% |
$48K - $49.3K
|
10.9K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-509- 9.05% |
$49.3K - $50.6K
|
5.11K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-510- 8.59% |
$49.4K - $50.7K
|
5.42K
$546K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-511- 4.43% |
$49.5K - $50.8K
|
11K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-513- 1.16% |
$49.7K - $51K
|
43.7K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-514- 1.21% |
$49.8K - $51.1K
|
42.1K
$4.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-515- 14.7% |
$49.9K - $51.2K
|
2.99K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-518- 8.14% |
$50.2K - $51.5K
|
5.85K
$589K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-529- 1.02% |
$51.2K - $52.6K
|
51.3K
$5.17M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-530- 4.15% |
$51.3K - $52.7K
|
12.2K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-531- 12.77% |
$51.4K - $52.8K
|
3.63K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-537- 19.46% |
$52K - $53.4K
|
2.22K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-550- 5.64% |
$53.3K - $54.7K
|
9.2K
$926K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-569- 13.89% |
$55.1K - $56.6K
|
3.53K
$355K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-576- 14.05% |
$55.8K - $57.3K
|
3.52K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-578- 11.53% |
$56K - $57.5K
|
4.44K
$446K
|