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 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.1K+ 4.84% |
$1.36M - $1.4M
|
305K
$30.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13.9K+ 8.36% |
$1.35M - $1.38M
|
180K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.9K+ 8.0% |
$1.34M - $1.38M
|
187K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
13.8K+ 0.96% |
$1.34M - $1.37M
|
1.46M
$147M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.7K+ 26.8% |
$1.33M - $1.36M
|
64.9K
$6.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
13.6KNew |
$1.32M - $1.35M
|
13.6K
$1.37M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
13.4K+ 56.65% |
$1.3M - $1.33M
|
37K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.3K+ 3.32% |
$1.29M - $1.32M
|
414K
$41.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.1K+ 10.69% |
$1.27M - $1.31M
|
136K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13.1K+ 4.22% |
$1.27M - $1.3M
|
323K
$32.5M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.1K+ 5.59% |
$1.27M - $1.3M
|
247K
$24.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
13KNew |
$1.26M - $1.3M
|
13K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
13KNew |
$1.26M - $1.29M
|
13K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.9K+ 12.85% |
$1.25M - $1.29M
|
114K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.8K+ 1.29% |
$1.24M - $1.28M
|
1.01M
$102M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
12.8KNew |
$1.24M - $1.27M
|
12.8K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.8K+ 0.81% |
$1.24M - $1.27M
|
1.6M
$161M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 3.69% |
$1.24M - $1.27M
|
359K
$36.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
12.7K+ 15.63% |
$1.23M - $1.27M
|
94.3K
$9.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$1.23M - $1.26M
|
12.7K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 3.41% |
$1.22M - $1.25M
|
382K
$38.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.6K+ 187.84% |
$1.22M - $1.25M
|
19.2K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 105.93% |
$1.19M - $1.23M
|
24K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.19M - $1.22M
|
12.3K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.2K+ 240.92% |
$1.18M - $1.21M
|
17.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
12.2K+ 36.16% |
$1.18M - $1.21M
|
45.8K
$4.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12.1K+ 13.02% |
$1.17M - $1.21M
|
105K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12K+ 201.99% |
$1.16M - $1.19M
|
18K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12K+ 3.17% |
$1.16M - $1.19M
|
390K
$39.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
11.9K+ 517.19% |
$1.16M - $1.19M
|
14.3K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11.8K+ 74.25% |
$1.15M - $1.18M
|
27.8K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.6K+ 7.19% |
$1.13M - $1.16M
|
173K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.5K+ 457.77% |
$1.12M - $1.15M
|
14K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.4K+ 4.27% |
$1.11M - $1.14M
|
279K
$28.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 24.51% |
$1.1M - $1.13M
|
57.7K
$5.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9K+ 14.45% |
$1.06M - $1.09M
|
86.4K
$8.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
10.8KNew |
$1.04M - $1.07M
|
10.8K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.7K+ 4.91% |
$1.04M - $1.06M
|
229K
$23M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.4K+ 72.41% |
$1.01M - $1.04M
|
24.8K
$2.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10.4K+ 1.09% |
$1M - $1.03M
|
964K
$97.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
10.3K+ 5.86% |
$996K - $1.02M
|
186K
$18.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
10.3K+ 9.09% |
$994K - $1.02M
|
123K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3K+ 8.32% |
$994K - $1.02M
|
134K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
10.2K+ 18.36% |
$991K - $1.02M
|
66K
$6.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.2KNew |
$988K - $1.02M
|
10.2K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10.2K+ 8.44% |
$988K - $1.01M
|
131K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.1K+ 2.66% |
$981K - $1.01M
|
392K
$39.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.1K+ 24.39% |
$979K - $1.01M
|
51.6K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
9.95K+ 3.56% |
$963K - $989K
|
289K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.95K+ 488.56% |
$963K - $989K
|
12K
$1.21M
|