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 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.24K- 15.51% |
$120K - $123K
|
6.75K
$680K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.24K- 50.45% |
$120K - $123K
|
1.22K
$123K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.25K- 3.18% |
$121K - $124K
|
37.8K
$3.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.26K- 8.57% |
$122K - $125K
|
13.4K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.27K- 18.39% |
$123K - $127K
|
5.65K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.27K- 3.47% |
$123K - $127K
|
35.4K
$3.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.3K- 3.74% |
$126K - $129K
|
33.4K
$3.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.32K- 8.75% |
$128K - $132K
|
13.8K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.33K- 7.45% |
$129K - $132K
|
16.5K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.35K- 25.23% |
$131K - $134K
|
4K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.35K- 8.08% |
$131K - $134K
|
15.4K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-1.36K- 5.04% |
$132K - $135K
|
25.6K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.37K- 5.03% |
$133K - $136K
|
25.9K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.39K- 37.45% |
$135K - $138K
|
2.32K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.39K- 2.29% |
$135K - $139K
|
59.5K
$5.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.42K- 3.5% |
$137K - $141K
|
39K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.43K- 2.58% |
$138K - $142K
|
54.1K
$5.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.45K- 5.31% |
$140K - $144K
|
25.9K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.45K- 28.63% |
$141K - $145K
|
3.62K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.46K- 35.46% |
$141K - $145K
|
2.66K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 2.49% |
$146K - $150K
|
58.9K
$5.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.51K- 12.57% |
$146K - $150K
|
10.5K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.51K- 23.15% |
$146K - $150K
|
5.02K
$505K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.52K- 6.44% |
$147K - $151K
|
22K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.53K- 38.84% |
$148K - $152K
|
2.4K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.55K- 0.71% |
$150K - $154K
|
216K
$21.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.56K- 4.97% |
$151K - $155K
|
29.7K
$2.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.56K- 7.72% |
$151K - $155K
|
18.6K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.58K- 7.56% |
$153K - $157K
|
19.2K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.58K- 25.84% |
$153K - $157K
|
4.52K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.64K- 27.65% |
$159K - $163K
|
4.29K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.66K- 5.08% |
$160K - $165K
|
30.9K
$3.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.67K- 1.57% |
$162K - $166K
|
105K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.68K- 0.46% |
$163K - $167K
|
362K
$36.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 2.81% |
$165K - $169K
|
58.7K
$5.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-1.7K- 9.45% |
$165K - $169K
|
16.3K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.7K- 15.07% |
$165K - $169K
|
9.6K
$967K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.72K- 19.05% |
$166K - $171K
|
7.3K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.72K- 0.69% |
$166K - $171K
|
249K
$25M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.73K- 2.63% |
$168K - $172K
|
64.3K
$6.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.77K- 7.21% |
$172K - $176K
|
22.8K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.8K- 9.43% |
$174K - $179K
|
17.3K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 1.58% |
$175K - $180K
|
113K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 2.4% |
$181K - $186K
|
76.1K
$7.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.88K- 21.45% |
$182K - $187K
|
6.87K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.88K- 8.3% |
$182K - $187K
|
20.8K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.9K- 34.2% |
$184K - $189K
|
3.66K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 3.73% |
$185K - $190K
|
49.4K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.92K- 73.43% |
$185K - $190K
|
693
$69.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.93K- 19.55% |
$187K - $192K
|
7.94K
$800K
|