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
|
Country Trust Bank
|
SELL
|
- |
-170K- 14.4% |
$16.5M - $16.9M
|
1.01M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-173K- 97.97% |
$16.8M - $17.2M
|
3.59K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-174K- 26.43% |
$16.8M - $17.3M
|
484K
$48.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-174K- 23.89% |
$16.9M - $17.4M
|
556K
$56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-175K- 11.34% |
$17M - $17.4M
|
1.37M
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-190K- 9.08% |
$18.4M - $18.9M
|
1.91M
$192M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-202K- 15.6% |
$19.6M - $20.1M
|
1.1M
$110M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-223K- 97.39% |
$21.6M - $22.2M
|
5.98K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-254K- 1.5% |
$24.6M - $25.2M
|
16.6M
$1.67B
|
|
|
Aug 14, 2025
Q2 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-260K- 95.56% |
$25.2M - $25.9M
|
12.1K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-285K- 1.92% |
$27.6M - $28.3M
|
14.6M
$1.47B
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-292K- 24.12% |
$28.3M - $29.1M
|
919K
$92.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-325K- 37.83% |
$31.5M - $32.3M
|
534K
$53.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
SELL
|
- |
-328K- 3.17% |
$31.8M - $32.7M
|
10M
$1.01B
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-330K- 2.6% |
$32M - $32.9M
|
12.4M
$1.25B
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-347K- 51.12% |
$33.6M - $34.6M
|
332K
$33.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-357K- 94.97% |
$34.5M - $35.5M
|
18.9K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-361K- 44.19% |
$34.9M - $35.9M
|
456K
$45.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-361K- 15.83% |
$35M - $35.9M
|
1.92M
$193M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-367K- 30.62% |
$35.5M - $36.5M
|
831K
$83.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-443K- 8.73% |
$42.9M - $44.1M
|
4.63M
$466M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-513K- 4.92% |
$49.6M - $51M
|
9.92M
$998M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-559K- 61.05% |
$54.1M - $55.6M
|
356K
$35.9M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-559K- 61.05% |
$54.1M - $55.6M
|
356K
$35.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-575K- 80.57% |
$55.7M - $57.2M
|
139K
$13.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-616K- 7.02% |
$59.6M - $61.3M
|
8.15M
$821M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-699K- 6.58% |
$67.7M - $69.5M
|
9.93M
$999M
|
|
|
Aug 13, 2025
Q2 2025
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-722K- 19.52% |
$69.9M - $71.8M
|
2.98M
$300M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-725K- 98.62% |
$70.2M - $72.1M
|
10.2K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-749K- 5.99% |
$72.6M - $74.5M
|
11.8M
$1.18B
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-822K- 96.52% |
$79.6M - $81.8M
|
29.6K
$2.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-933K- 2.97% |
$90.3M - $92.8M
|
30.5M
$3.07B
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.06M- 53.22% |
$102M - $105M
|
928K
$93.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.16M- 83.04% |
$113M - $116M
|
238K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-1.55M- 11.66% |
$150M - $154M
|
11.7M
$1.18B
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-3.04M- 57.42% |
$294M - $302M
|
2.25M
$227M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.96M- 4.87% |
$383M - $394M
|
77.3M
$7.79B
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.83M- 22.9% |
$468M - $480M
|
16.3M
$1.64B
|