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 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.16K- 25.01% |
$500K - $513K
|
15.5K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.17K- 2.31% |
$501K - $514K
|
219K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5.17K- 33.78% |
$501K - $515K
|
10.1K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.21K- 24.02% |
$505K - $518K
|
16.5K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.22K- 29.94% |
$505K - $519K
|
12.2K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.32K- 19.83% |
$515K - $529K
|
21.5K
$2.17M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.35K- 2.61% |
$518K - $532K
|
200K
$20.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.46K- 3.26% |
$529K - $543K
|
162K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.48K- 3.79% |
$530K - $545K
|
139K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.59K- 41.1% |
$542K - $556K
|
8.02K
$807K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.64K- 12.66% |
$546K - $561K
|
38.9K
$3.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.77K- 53.69% |
$559K - $574K
|
4.98K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-5.81K- 1.1% |
$563K - $578K
|
523K
$52.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5.83K- 5.11% |
$564K - $579K
|
108K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.87K- 10.03% |
$569K - $584K
|
52.7K
$5.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.92K- 15.64% |
$573K - $589K
|
31.9K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.93K- 2.94% |
$574K - $590K
|
196K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.02K- 2.43% |
$582K - $598K
|
241K
$24.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-6.08K- 19.77% |
$589K - $605K
|
24.7K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-6.2K- 2.15% |
$600K - $617K
|
283K
$28.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-6.23K- 4.06% |
$604K - $620K
|
147K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-6.4K- 16.22% |
$619K - $636K
|
33K
$3.33M
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-6.49K- 8.06% |
$628K - $645K
|
74K
$7.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.62K- 10.91% |
$641K - $659K
|
54.1K
$5.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.7K- 11.35% |
$649K - $667K
|
52.3K
$5.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.75K- 17.07% |
$653K - $671K
|
32.8K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6.85K- 76.06% |
$663K - $681K
|
2.16K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.93K- 0.27% |
$671K - $690K
|
2.56M
$258M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-6.97K- 24.82% |
$675K - $693K
|
21.1K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.07K- 7.7% |
$685K - $703K
|
84.8K
$8.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.09K- 5.98% |
$686K - $705K
|
111K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.21K- 71.4% |
$698K - $717K
|
2.89K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 53.82% |
$702K - $721K
|
6.22K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-7.27K- 75.94% |
$704K - $723K
|
2.3K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-7.49K- 9.13% |
$725K - $745K
|
74.6K
$7.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7.59K- 55.67% |
$735K - $755K
|
6.04K
$608K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.61K- 28.92% |
$737K - $757K
|
18.7K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-7.64K- 7.22% |
$740K - $760K
|
98.2K
$9.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.78K- 4.5% |
$753K - $774K
|
165K
$16.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-7.88K- 83.87% |
$763K - $784K
|
1.52K
$153K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-7.91K- 7.04% |
$766K - $787K
|
104K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-7.98K- 50.21% |
$773K - $794K
|
7.92K
$797K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8.02K- 48.06% |
$777K - $798K
|
8.67K
$873K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.07K- 10.62% |
$781K - $802K
|
67.9K
$6.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.1K- 11.45% |
$784K - $805K
|
62.6K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-8.1K- 10.68% |
$784K - $806K
|
67.7K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-8.11K- 52.06% |
$786K - $807K
|
7.47K
$752K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8.26K- 73.08% |
$800K - $821K
|
3.04K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-8.33K- 23.43% |
$807K - $829K
|
27.2K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-8.5K- 50.0% |
$823K - $845K
|
8.5K
$856K
|