Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.61M+ 54.11% |
$157M - $162M
|
4.59M
$462M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.61M+ 9.74% |
$157M - $162M
|
18.1M
$1.82B
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
712K+ 70.54% |
$69.6M - $71.8M
|
1.72M
$173M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
686K+ 52.39% |
$67.1M - $69.1M
|
2M
$201M
|
|
|
Oct 15, 2025
Q3 2025
|
Wealth Navi Inc.
|
BUY
|
- |
398K+ 3.98% |
$38.9M - $40.1M
|
10.4M
$1.05B
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388K+ 5030.52% |
$37.9M - $39.1M
|
396K
$39.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
318K+ 10.07% |
$31.1M - $32M
|
3.47M
$350M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
317K+ 4.73% |
$31M - $32M
|
7.02M
$707M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
301K+ 15.69% |
$29.4M - $30.3M
|
2.22M
$224M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
290K+ 34.89% |
$28.4M - $29.2M
|
1.12M
$113M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
279KNew |
$27.2M - $28.1M
|
279K
$28.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
259K+ 10.48% |
$25.3M - $26M
|
2.73M
$274M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
251K+ 45.21% |
$24.6M - $25.3M
|
807K
$81.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
247K+ 8.84% |
$24.1M - $24.9M
|
3.04M
$306M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
181K+ 4.09% |
$17.7M - $18.2M
|
4.6M
$463M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
174K+ 40.05% |
$17M - $17.5M
|
609K
$61.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
162K+ 15.19% |
$15.8M - $16.3M
|
1.23M
$123M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
157KNew |
$15.3M - $15.8M
|
157K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
127K+ 35.33% |
$12.4M - $12.8M
|
486K
$48.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
126K+ 244.75% |
$12.3M - $12.7M
|
178K
$17.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
121KNew |
$11.8M - $12.2M
|
121K
$12.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
116K+ 5.62% |
$11.3M - $11.7M
|
2.18M
$219M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116K+ 5.23% |
$11.3M - $11.7M
|
2.33M
$235M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
109KNew |
$10.7M - $11M
|
109K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
106K+ 205.41% |
$10.4M - $10.7M
|
157K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101K+ 5.93% |
$9.89M - $10.2M
|
1.81M
$182M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
97K+ 165.3% |
$9.48M - $9.77M
|
156K
$15.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
95K+ 41.55% |
$9.29M - $9.57M
|
324K
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
94.8KNew |
$9.26M - $9.55M
|
94.8K
$9.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
89.9K+ 12.24% |
$8.79M - $9.06M
|
825K
$83M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
85.2K+ 18.72% |
$8.33M - $8.59M
|
541K
$54.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
82.3K+ 78.75% |
$8.04M - $8.29M
|
187K
$18.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
79.8K+ 7.45% |
$7.81M - $8.04M
|
1.15M
$116M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
70K+ 3.39% |
$6.84M - $7.05M
|
2.14M
$215M
|
|
|
Oct 02, 2025
Q3 2025
|
Stairway Partners, LLC
|
BUY
|
- |
70K+ 3.55% |
$6.84M - $7.05M
|
2.04M
$206M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
68.5K+ 324.78% |
$6.7M - $6.9M
|
89.6K
$9.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
67K+ 8.27% |
$6.55M - $6.75M
|
878K
$88.3M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
65.5K+ 9.15% |
$6.4M - $6.6M
|
781K
$78.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
63K+ 17.44% |
$6.15M - $6.34M
|
424K
$42.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
60.8K+ 27.65% |
$5.94M - $6.12M
|
281K
$28.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59.6K+ 1333.38% |
$5.83M - $6.01M
|
64.1K
$6.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58.8K+ 14.19% |
$5.75M - $5.92M
|
473K
$47.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
57.1K+ 4.39% |
$5.58M - $5.75M
|
1.36M
$137M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.5K+ 10.21% |
$5.53M - $5.7M
|
611K
$61.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
54.8KNew |
$5.36M - $5.52M
|
54.8K
$5.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
54.2K+ 20.13% |
$5.3M - $5.46M
|
323K
$32.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
54K+ 19.43% |
$5.28M - $5.44M
|
332K
$33.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
52.8K+ 30.45% |
$5.16M - $5.32M
|
226K
$22.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
50.6K+ 8.45% |
$4.94M - $5.09M
|
649K
$65.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
49.6K+ 11.66% |
$4.85M - $5M
|
475K
$47.8M
|