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 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.4K- 0.42% |
$1.79M - $1.83M
|
4.42M
$445M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-18.7K- 5.33% |
$1.81M - $1.86M
|
332K
$33.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.3K- 4.86% |
$1.87M - $1.92M
|
378K
$38.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20.2K- 7.62% |
$1.96M - $2.01M
|
245K
$24.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-20.5K- 46.69% |
$1.99M - $2.04M
|
23.5K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-20.6K- 44.37% |
$1.99M - $2.05M
|
25.8K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-21.4K- 5.42% |
$2.08M - $2.13M
|
374K
$37.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-21.4K- 3.89% |
$2.08M - $2.13M
|
530K
$53.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-21.6K- 29.53% |
$2.09M - $2.15M
|
51.6K
$5.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-21.7K- 23.19% |
$2.1M - $2.16M
|
71.8K
$7.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.8K- 35.21% |
$2.21M - $2.27M
|
42K
$4.23M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-22.9K- 6.02% |
$2.21M - $2.27M
|
357K
$35.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-23.3K- 58.61% |
$2.25M - $2.31M
|
16.4K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-23.8K- 8.16% |
$2.31M - $2.37M
|
268K
$27M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-24.2K- 5.86% |
$2.35M - $2.41M
|
390K
$39.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-24.3K- 0.98% |
$2.36M - $2.42M
|
2.47M
$248M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-24.9K- 53.33% |
$2.41M - $2.48M
|
21.8K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25K- 3.91% |
$2.42M - $2.48M
|
613K
$61.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-25.5K- 42.66% |
$2.47M - $2.54M
|
34.3K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-25.6K- 12.14% |
$2.48M - $2.55M
|
186K
$18.7M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-25.7K- 49.07% |
$2.49M - $2.55M
|
26.7K
$2.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-26.1K- 91.25% |
$2.53M - $2.6M
|
2.51K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-26.8K- 54.72% |
$2.6M - $2.67M
|
22.2K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-27.5K- 5.36% |
$2.66M - $2.73M
|
485K
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 10.32% |
$2.66M - $2.73M
|
239K
$24M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.3K- 30.22% |
$2.74M - $2.81M
|
65.4K
$6.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-28.8K- 34.96% |
$2.79M - $2.87M
|
53.7K
$5.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-29.2K- 73.29% |
$2.83M - $2.91M
|
10.7K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30.3K- 20.64% |
$2.93M - $3.01M
|
116K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-30.4K- 35.07% |
$2.94M - $3.02M
|
56.3K
$5.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-31K- 10.27% |
$3.01M - $3.09M
|
271K
$27.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-31.8K- 4.11% |
$3.08M - $3.16M
|
741K
$74.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31.8K- 3.99% |
$3.08M - $3.17M
|
765K
$77M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-32.6K- 10.95% |
$3.15M - $3.24M
|
265K
$26.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32.9K- 28.32% |
$3.19M - $3.27M
|
83.3K
$8.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-33.2K- 53.16% |
$3.22M - $3.31M
|
29.3K
$2.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-33.8K- 40.15% |
$3.27M - $3.36M
|
50.4K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34.3K- 14.61% |
$3.32M - $3.41M
|
201K
$20.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34.9K- 8.35% |
$3.38M - $3.47M
|
383K
$38.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-36K- 80.35% |
$3.48M - $3.58M
|
8.79K
$885K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38K- 1.68% |
$3.68M - $3.78M
|
2.22M
$223M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.5K- 14.69% |
$3.73M - $3.83M
|
224K
$22.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40.5K- 73.83% |
$3.92M - $4.03M
|
14.4K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-40.5K- 12.08% |
$3.92M - $4.03M
|
295K
$29.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41K- 17.96% |
$3.97M - $4.08M
|
187K
$18.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42K- 69.14% |
$4.06M - $4.17M
|
18.7K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-42.5K- 11.64% |
$4.11M - $4.23M
|
323K
$32.5M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43.9K- 5.82% |
$4.25M - $4.37M
|
711K
$71.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44K- 12.74% |
$4.26M - $4.38M
|
302K
$30.4M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-44.2K- 5.82% |
$4.28M - $4.4M
|
716K
$72M
|