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 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-8.5K- 9.49% |
$823K - $846K
|
81.1K
$8.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-8.62K- 7.82% |
$835K - $857K
|
102K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.04K- 3.04% |
$875K - $899K
|
288K
$29M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.6K- 17.66% |
$930K - $955K
|
44.8K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.64K- 5.75% |
$934K - $959K
|
158K
$15.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9.8K- 4.16% |
$949K - $974K
|
226K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.96K- 5.82% |
$964K - $990K
|
161K
$16.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-10.3K- 3.0% |
$999K - $1.03M
|
334K
$33.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.5K- 1.57% |
$1.02M - $1.04M
|
658K
$66.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-10.5K- 46.21% |
$1.02M - $1.05M
|
12.3K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.6K- 31.73% |
$1.02M - $1.05M
|
22.8K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-10.6K- 0.68% |
$1.02M - $1.05M
|
1.54M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 10.55% |
$1.03M - $1.06M
|
90.3K
$9.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10.8K- 7.61% |
$1.04M - $1.07M
|
131K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.9K- 32.8% |
$1.05M - $1.08M
|
22.3K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-11K- 39.41% |
$1.07M - $1.09M
|
16.9K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11K- 29.58% |
$1.07M - $1.1M
|
26.2K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.2K- 12.53% |
$1.08M - $1.11M
|
78.1K
$7.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-11.2K- 26.86% |
$1.08M - $1.11M
|
30.5K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.5K- 13.93% |
$1.11M - $1.14M
|
71.1K
$7.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-11.8K- 12.28% |
$1.14M - $1.17M
|
84.3K
$8.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-11.9K- 7.41% |
$1.16M - $1.19M
|
149K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12K- 7.5% |
$1.16M - $1.19M
|
148K
$14.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12K- 39.42% |
$1.17M - $1.2M
|
18.5K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-12.2K- 4.85% |
$1.18M - $1.21M
|
238K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.2K- 1.18% |
$1.18M - $1.21M
|
1.02M
$103M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 63.63% |
$1.19M - $1.22M
|
7K
$705K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-12.4K- 10.87% |
$1.2M - $1.23M
|
101K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.5K- 55.78% |
$1.21M - $1.24M
|
9.92K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 0.13% |
$1.22M - $1.25M
|
9.98M
$1B
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-12.8K- 23.31% |
$1.24M - $1.27M
|
42.1K
$4.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 23.85% |
$1.24M - $1.27M
|
40.9K
$4.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 7.2% |
$1.24M - $1.28M
|
166K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-13K- 3.56% |
$1.26M - $1.29M
|
352K
$35.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-13K- 14.71% |
$1.26M - $1.29M
|
75.3K
$7.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-13.7K- 3.17% |
$1.32M - $1.36M
|
418K
$42.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 69.6% |
$1.33M - $1.37M
|
6.01K
$605K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-13.9K- 27.72% |
$1.34M - $1.38M
|
36.1K
$3.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-14.1K- 28.12% |
$1.37M - $1.41M
|
36.1K
$3.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 9.44% |
$1.37M - $1.41M
|
136K
$13.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.4K- 6.15% |
$1.39M - $1.43M
|
219K
$22.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-14.4K- 16.96% |
$1.4M - $1.44M
|
70.6K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-15.1K- 11.66% |
$1.46M - $1.5M
|
114K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 2.16% |
$1.49M - $1.53M
|
697K
$70.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-16.1K- 11.64% |
$1.56M - $1.61M
|
123K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16.6K- 52.49% |
$1.6M - $1.65M
|
15K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-17.5K- 4.82% |
$1.7M - $1.74M
|
346K
$34.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-17.5K- 27.88% |
$1.7M - $1.75M
|
45.4K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18K- 21.27% |
$1.74M - $1.79M
|
66.5K
$6.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-18.2K- 2.33% |
$1.76M - $1.81M
|
762K
$76.7M
|