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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-581- 8.56% |
$56.3K - $57.8K
|
6.21K
$625K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-581- 0.33% |
$56.3K - $57.8K
|
176K
$17.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-582- 5.76% |
$56.4K - $57.9K
|
9.52K
$958K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-583- 4.48% |
$56.5K - $58K
|
12.4K
$1.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-589- 95.0% |
$57K - $58.6K
|
31
$3.12K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-595- 7.16% |
$57.6K - $59.2K
|
7.71K
$776K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-596- 9.47% |
$57.7K - $59.3K
|
5.7K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-597- 2.86% |
$57.8K - $59.4K
|
20.3K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-601- 3.66% |
$58.2K - $59.8K
|
15.8K
$1.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-602- 64.11% |
$58.3K - $59.9K
|
337
$33.9K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-618- 1.94% |
$59.8K - $61.5K
|
31.3K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-620- 2.69% |
$60K - $61.7K
|
22.4K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-621- 2.09% |
$60.1K - $61.8K
|
29.1K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-629- 13.24% |
$60.9K - $62.6K
|
4.12K
$415K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-639- 7.48% |
$61.9K - $63.6K
|
7.9K
$795K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-656- 4.05% |
$63.5K - $65.2K
|
15.6K
$1.57M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-661- 2.29% |
$64K - $65.7K
|
28.1K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-662- 8.86% |
$64.1K - $65.8K
|
6.81K
$685K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-673- 8.91% |
$65.2K - $66.9K
|
6.88K
$693K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-677- 2.03% |
$65.6K - $67.3K
|
32.6K
$3.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-678- 1.36% |
$65.7K - $67.4K
|
49.1K
$4.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-678- 1.37% |
$65.7K - $67.4K
|
49K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-683- 0.27% |
$66.1K - $67.9K
|
255K
$25.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-686- 2.33% |
$66.4K - $68.2K
|
28.7K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-698- 2.77% |
$67.6K - $69.4K
|
24.5K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-700- 7.17% |
$67.8K - $69.6K
|
9.06K
$912K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-700- 1.88% |
$67.8K - $69.6K
|
36.6K
$3.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-711- 2.78% |
$68.9K - $70.7K
|
24.9K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-729- 13.67% |
$70.6K - $72.5K
|
4.61K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-733- 3.89% |
$71K - $72.9K
|
18.1K
$1.82M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-734- 6.74% |
$71.1K - $73K
|
10.2K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-740- 1.19% |
$71.7K - $73.6K
|
61.3K
$6.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-741- 4.69% |
$71.8K - $73.7K
|
15.1K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-745- 1.14% |
$72.1K - $74.1K
|
64.5K
$6.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-747- 17.84% |
$72.3K - $74.3K
|
3.44K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Bakala Capital Management LLC
Greenville, SC |
SELL
|
- |
-752- 4.57% |
$72.8K - $74.8K
|
15.7K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-764- 17.51% |
$74K - $76K
|
3.6K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-766- 10.18% |
$74.2K - $76.2K
|
6.76K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-778- 5.84% |
$75.3K - $77.4K
|
12.5K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-781- 5.27% |
$75.6K - $77.7K
|
14K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-784- 3.29% |
$75.9K - $78K
|
23K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-787- 3.25% |
$76.2K - $78.3K
|
23.4K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-791- 17.08% |
$76.6K - $78.7K
|
3.84K
$387K
|
|
|
Oct 30, 2025
Q2 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-792- 13.84% |
$76.7K - $78.8K
|
4.93K
$496K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-800- 4.12% |
$77.5K - $79.6K
|
18.6K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-802- 6.83% |
$77.7K - $79.8K
|
10.9K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-812- 4.27% |
$78.6K - $80.8K
|
18.2K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-820- 13.61% |
$79.4K - $81.6K
|
5.2K
$524K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-840- 2.74% |
$81.3K - $83.5K
|
29.8K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-853- 6.91% |
$82.6K - $84.8K
|
11.5K
$1.16M
|