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
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.18K- 0.94% |
$308K - $317K
|
334K
$33.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.23K- 1.55% |
$312K - $321K
|
204K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-3.3K- 14.59% |
$319K - $328K
|
19.3K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.31K- 3.9% |
$321K - $329K
|
81.5K
$8.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.41K- 30.04% |
$330K - $339K
|
7.93K
$798K
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-3.52K- 17.77% |
$340K - $350K
|
16.3K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.53K- 27.57% |
$342K - $351K
|
9.28K
$934K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-3.54K- 86.32% |
$343K - $352K
|
561
$56.5K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.55K- 4.83% |
$344K - $353K
|
69.9K
$7.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.59K- 3.13% |
$347K - $357K
|
111K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-3.68K- 5.76% |
$356K - $366K
|
60.2K
$6.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.76K- 40.25% |
$364K - $374K
|
5.58K
$562K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-3.81K- 13.45% |
$369K - $379K
|
24.5K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.81K- 25.74% |
$369K - $379K
|
11K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.82K- 1.84% |
$370K - $380K
|
204K
$20.6M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-3.84K- 32.65% |
$372K - $382K
|
7.92K
$798K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.85K- 1.5% |
$372K - $382K
|
253K
$25.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.88K- 25.64% |
$376K - $386K
|
11.3K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.91K- 44.4% |
$379K - $389K
|
4.9K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.02K- 32.34% |
$389K - $400K
|
8.41K
$846K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.03K- 1.29% |
$391K - $401K
|
309K
$31.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.07K- 2.65% |
$395K - $405K
|
150K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.08K- 12.87% |
$395K - $406K
|
27.6K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-4.12K- 9.81% |
$399K - $410K
|
37.9K
$3.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.13K- 1.49% |
$400K - $410K
|
273K
$27.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-4.13K- 46.71% |
$400K - $411K
|
4.71K
$475K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.17K- 1.56% |
$403K - $414K
|
263K
$26.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.19K- 59.48% |
$406K - $417K
|
2.85K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-4.2K- 23.4% |
$406K - $417K
|
13.7K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.22K- 9.12% |
$409K - $420K
|
42K
$4.23M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.36K- 3.11% |
$422K - $434K
|
136K
$13.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.37K- 6.93% |
$423K - $435K
|
58.7K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.42K- 1.6% |
$428K - $440K
|
273K
$27.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-4.48K- 2.72% |
$434K - $446K
|
160K
$16.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4.69K- 3.0% |
$454K - $466K
|
152K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.7K- 49.95% |
$455K - $467K
|
4.71K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.74K- 12.97% |
$459K - $472K
|
31.8K
$3.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.79K- 13.63% |
$464K - $476K
|
30.4K
$3.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-4.85K- 50.0% |
$469K - $482K
|
4.85K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.87K- 55.88% |
$471K - $484K
|
3.84K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.88K- 1.79% |
$473K - $485K
|
268K
$26.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-4.89K- 5.87% |
$474K - $487K
|
78.5K
$7.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.9K- 5.11% |
$474K - $487K
|
90.9K
$9.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.9K- 52.7% |
$475K - $488K
|
4.4K
$443K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.92K- 2.76% |
$476K - $489K
|
174K
$17.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.05K- 6.57% |
$489K - $502K
|
71.8K
$7.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.08K- 12.9% |
$492K - $505K
|
34.3K
$3.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-5.12K- 7.65% |
$495K - $509K
|
61.8K
$6.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.13K- 35.26% |
$496K - $510K
|
9.41K
$947K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.14K- 8.26% |
$498K - $511K
|
57.1K
$5.75M
|