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 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.48K+ 91.82% |
$434K - $445K
|
9.35K
$942K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.47K+ 10.01% |
$433K - $444K
|
49.1K
$4.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.45K+ 33.14% |
$431K - $443K
|
17.9K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.45K+ 13.27% |
$430K - $442K
|
37.9K
$3.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.39K+ 6.61% |
$425K - $437K
|
70.9K
$7.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.39K+ 14.03% |
$425K - $437K
|
35.7K
$3.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.39K+ 110.61% |
$425K - $436K
|
8.36K
$841K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.38K+ 3805.22% |
$424K - $435K
|
4.49K
$452K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
4.33K+ 4.11% |
$419K - $430K
|
109K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.31K+ 71.78% |
$418K - $429K
|
10.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.27K+ 9.9% |
$413K - $425K
|
47.4K
$4.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.26K+ 7.96% |
$413K - $424K
|
57.8K
$5.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.18K+ 19.67% |
$405K - $416K
|
25.5K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.13K+ 0.6% |
$400K - $411K
|
694K
$69.9M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
4.11KNew |
$398K - $409K
|
4.11K
$414K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 1.03% |
$395K - $405K
|
399K
$40.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
4K+ 3.74% |
$387K - $398K
|
111K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.98K+ 72.28% |
$386K - $396K
|
9.5K
$956K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.93K+ 5.04% |
$380K - $391K
|
81.9K
$8.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.89K+ 46.02% |
$377K - $387K
|
12.3K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.89K+ 6.79% |
$376K - $387K
|
61.2K
$6.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.86K+ 3.51% |
$374K - $384K
|
114K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.8K+ 7.04% |
$368K - $377K
|
57.7K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.79K+ 37.21% |
$367K - $377K
|
14K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.76K+ 72.44% |
$364K - $374K
|
8.95K
$901K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.69K+ 2.89% |
$357K - $367K
|
132K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.66KNew |
$354K - $364K
|
3.66K
$368K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.65K+ 3.28% |
$354K - $363K
|
115K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.64K+ 64.8% |
$352K - $362K
|
9.26K
$932K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.64K+ 3.79% |
$352K - $362K
|
99.5K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
3.61K+ 5.8% |
$350K - $359K
|
65.8K
$6.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.61KNew |
$350K - $359K
|
3.61K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.6K+ 5.86% |
$349K - $358K
|
65K
$6.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.58KNew |
$347K - $356K
|
3.58K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.55K+ 58.37% |
$343K - $353K
|
9.62K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
3.54KNew |
$343K - $352K
|
3.54K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.51KNew |
$340K - $349K
|
3.51K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
3.48K+ 1.64% |
$337K - $346K
|
216K
$21.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.48K+ 524.89% |
$337K - $346K
|
4.14K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.46K+ 60.46% |
$335K - $344K
|
9.18K
$924K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.45K+ 7.88% |
$334K - $343K
|
47.3K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.44K+ 0.41% |
$333K - $342K
|
851K
$85.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.41K+ 8.55% |
$330K - $339K
|
43.2K
$4.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.4KNew |
$329K - $338K
|
3.4K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 5.77% |
$326K - $334K
|
61.6K
$6.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.34K+ 15.49% |
$324K - $332K
|
24.9K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.31K+ 81.07% |
$321K - $329K
|
7.4K
$744K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
3.3K+ 2.23% |
$320K - $329K
|
152K
$15.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.3K+ 1.45% |
$319K - $328K
|
231K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.27KNew |
$317K - $326K
|
3.27K
$329K
|