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
|
Man Group PLC
London, X0 |
SELL
|
- |
-44.7K- 14.3% |
$4.33M - $4.44M
|
268K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45.2K- 85.68% |
$4.38M - $4.5M
|
7.56K
$761K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-48.5K- 6.35% |
$4.7M - $4.83M
|
716K
$72.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-48.8K- 20.27% |
$4.73M - $4.86M
|
192K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-48.9K- 93.29% |
$4.74M - $4.86M
|
3.52K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-49.4K- 20.41% |
$4.78M - $4.91M
|
192K
$19.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-49.5K- 50.42% |
$4.8M - $4.92M
|
48.7K
$4.9M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-49.9K- 8.2% |
$4.83M - $4.96M
|
559K
$56.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-51.6K- 96.0% |
$5M - $5.14M
|
2.15K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-51.8K- 9.76% |
$5.01M - $5.15M
|
479K
$48.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-53.2K- 21.93% |
$5.15M - $5.29M
|
189K
$19.1M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-54.2K- 72.78% |
$5.25M - $5.4M
|
20.3K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-55K- 33.59% |
$5.33M - $5.47M
|
109K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-56.3K- 25.27% |
$5.45M - $5.59M
|
166K
$16.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-59K- 17.11% |
$5.72M - $5.87M
|
286K
$28.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-60.7K- 27.76% |
$5.88M - $6.04M
|
158K
$15.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-63.5K- 35.44% |
$6.15M - $6.31M
|
116K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-66.8K- 56.65% |
$6.47M - $6.64M
|
51.1K
$5.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-67.3K- 80.38% |
$6.52M - $6.69M
|
16.4K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-70.1K- 7.15% |
$6.79M - $6.98M
|
911K
$91.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-70.1K- 3.43% |
$6.79M - $6.98M
|
1.97M
$199M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-71.5K- 10.88% |
$6.92M - $7.11M
|
586K
$59M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-74.9K- 55.3% |
$7.26M - $7.45M
|
60.6K
$6.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-79K- 47.86% |
$7.65M - $7.86M
|
86.1K
$8.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-80.2K- 2.36% |
$7.76M - $7.97M
|
3.31M
$333M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-83.3K- 49.11% |
$8.06M - $8.28M
|
86.3K
$8.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-83.9K- 1.9% |
$8.13M - $8.35M
|
4.33M
$436M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-90.9K- 27.32% |
$8.8M - $9.04M
|
242K
$24.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-92.1K- 7.5% |
$8.92M - $9.16M
|
1.14M
$114M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93.4K- 33.63% |
$9.05M - $9.29M
|
184K
$18.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-93.7K- 33.87% |
$9.07M - $9.32M
|
183K
$18.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-97.8K- 19.18% |
$9.47M - $9.73M
|
412K
$41.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-102K- 91.64% |
$9.83M - $10.1M
|
9.26K
$932K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-109K- 82.02% |
$10.6M - $10.9M
|
23.9K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-110K- 64.42% |
$10.6M - $10.9M
|
60.7K
$6.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-113K- 12.2% |
$11M - $11.3M
|
816K
$82.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-121K- 76.19% |
$11.7M - $12M
|
37.8K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-123K- 3.99% |
$11.9M - $12.2M
|
2.96M
$298M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-123K- 71.7% |
$11.9M - $12.2M
|
48.6K
$4.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-124K- 10.13% |
$12M - $12.3M
|
1.1M
$111M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-125K- 56.42% |
$12.1M - $12.4M
|
96.5K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-125K- 21.48% |
$12.1M - $12.5M
|
458K
$46.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-128K- 27.71% |
$12.4M - $12.7M
|
334K
$33.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-135K- 94.95% |
$13M - $13.4M
|
7.16K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-147K- 22.81% |
$14.2M - $14.6M
|
497K
$50M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147K- 58.0% |
$14.2M - $14.6M
|
106K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-149K- 96.6% |
$14.4M - $14.8M
|
5.24K
$528K
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-155K- 5.26% |
$15M - $15.4M
|
2.79M
$281M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-164K- 29.99% |
$15.9M - $16.3M
|
382K
$38.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-164K- 92.82% |
$15.9M - $16.3M
|
12.7K
$1.28M
|