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 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.94K- 2.88% |
$187K - $192K
|
65.3K
$6.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.96K- 15.99% |
$189K - $194K
|
10.3K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.96K- 2.14% |
$189K - $195K
|
89.5K
$9.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.96K- 1.72% |
$190K - $195K
|
112K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 19.68% |
$191K - $197K
|
8.07K
$812K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.99K- 8.3% |
$193K - $198K
|
22K
$2.21M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.99K- 0.93% |
$193K - $198K
|
212K
$21.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-2K- 1.3% |
$193K - $198K
|
151K
$15.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.04K- 2.81% |
$197K - $203K
|
70.5K
$7.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.07K- 0.96% |
$201K - $206K
|
214K
$21.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.09K- 41.38% |
$202K - $207K
|
2.96K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.09K- 2.01% |
$202K - $208K
|
102K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.13K- 31.11% |
$206K - $212K
|
4.71K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 23.6% |
$208K - $214K
|
6.95K
$700K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.15K- 2.33% |
$208K - $214K
|
90.4K
$9.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 1.94% |
$213K - $219K
|
111K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 18.89% |
$215K - $221K
|
9.54K
$960K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.23K- 1.77% |
$215K - $221K
|
124K
$12.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.23K- 1.47% |
$216K - $222K
|
149K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.27K- 0.76% |
$220K - $226K
|
297K
$29.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 32.65% |
$223K - $229K
|
4.74K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.32K- 1.29% |
$224K - $230K
|
177K
$17.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.34K- 7.01% |
$227K - $233K
|
31K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.41K- 52.07% |
$233K - $239K
|
2.22K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.41K- 33.34% |
$233K - $239K
|
4.81K
$484K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.44K- 48.24% |
$236K - $243K
|
2.62K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.48K- 35.04% |
$240K - $246K
|
4.59K
$462K
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-2.53K- 8.0% |
$245K - $251K
|
29K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.56K- 23.51% |
$248K - $255K
|
8.34K
$839K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.6K- 41.41% |
$252K - $259K
|
3.68K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.61K- 4.0% |
$253K - $259K
|
62.7K
$6.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.61K- 0.43% |
$253K - $260K
|
607K
$61.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-2.63K- 8.97% |
$255K - $262K
|
26.7K
$2.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.64K- 5.86% |
$256K - $262K
|
42.4K
$4.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.73K- 3.61% |
$265K - $272K
|
73K
$7.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 57.25% |
$268K - $276K
|
2.07K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.78K- 50.36% |
$269K - $276K
|
2.74K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.81K- 27.94% |
$272K - $279K
|
7.25K
$730K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.82K- 1.27% |
$273K - $281K
|
219K
$22.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.82K- 6.3% |
$273K - $281K
|
42K
$4.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.86K- 14.01% |
$277K - $284K
|
17.5K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.87K- 98.45% |
$278K - $285K
|
45
$4.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.88K- 6.67% |
$278K - $286K
|
40.2K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.88K- 27.17% |
$279K - $287K
|
7.72K
$778K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.02K- 3.37% |
$293K - $301K
|
86.6K
$8.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.05K- 1.04% |
$295K - $303K
|
291K
$29.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3.07K- 4.26% |
$297K - $305K
|
68.9K
$6.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.08K- 0.55% |
$298K - $306K
|
554K
$55.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.11K- 25.17% |
$301K - $310K
|
9.25K
$931K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.12K- 15.8% |
$302K - $310K
|
16.6K
$1.67M
|