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 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 1.42% |
$4.89K - $5.04K
|
3.46K
$349K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 7.14% |
$4.89K - $5.04K
|
650
$65.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-52- 0.46% |
$5.08K - $5.24K
|
11.3K
$1.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-60- 1.8% |
$5.87K - $6.05K
|
3.28K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-62- 0.32% |
$6.06K - $6.25K
|
19.6K
$1.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-63- 0.1% |
$6.16K - $6.35K
|
61.2K
$6.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-67- 2.52% |
$6.55K - $6.75K
|
2.59K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-68- 1.07% |
$6.65K - $6.85K
|
6.26K
$630K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-70- 1.29% |
$6.84K - $7.05K
|
5.35K
$538K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-73- 0.1% |
$7.14K - $7.35K
|
73.7K
$7.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73- 0.74% |
$7.14K - $7.35K
|
9.84K
$991K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-75- 18.2% |
$7.33K - $7.56K
|
337
$33.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-78- 1.14% |
$7.62K - $7.86K
|
6.79K
$684K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-83- 0.67% |
$8.11K - $8.36K
|
12.4K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-87- 1.38% |
$8.5K - $8.77K
|
6.2K
$624K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-90- 2.5% |
$8.8K - $9.07K
|
3.52K
$354K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-91- 0.24% |
$8.9K - $9.17K
|
37.5K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-98- 10.45% |
$9.58K - $9.87K
|
840
$84.6K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-104- 2.6% |
$10.2K - $10.5K
|
3.9K
$393K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 3.7% |
$10.5K - $10.8K
|
2.78K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-110- 1.17% |
$10.8K - $11.1K
|
9.3K
$936K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-111- 1.28% |
$10.9K - $11.2K
|
8.56K
$862K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-115- 2.21% |
$11.2K - $11.6K
|
5.09K
$513K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-115- 2.42% |
$11.2K - $11.6K
|
4.64K
$467K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-119- 2.46% |
$11.6K - $12K
|
4.73K
$476K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-130- 16.33% |
$12.7K - $13.1K
|
666
$67K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-133- 1.65% |
$13K - $13.4K
|
7.94K
$799K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-142- 1.56% |
$13.9K - $14.3K
|
8.94K
$900K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-143- 5.16% |
$14K - $14.4K
|
2.63K
$264K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-156- 3.46% |
$15.2K - $15.7K
|
4.35K
$438K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-161- 0.74% |
$15.7K - $16.2K
|
21.6K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-164- 5.09% |
$16K - $16.5K
|
3.06K
$308K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-170- 0.59% |
$16.6K - $17.1K
|
28.4K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 5.3% |
$16.7K - $17.2K
|
3.06K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-174- 2.01% |
$17K - $17.5K
|
8.48K
$854K
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-176- 0.5% |
$17.2K - $17.7K
|
34.7K
$3.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-181- 3.55% |
$17.7K - $18.2K
|
4.92K
$496K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 10.29% |
$18.1K - $18.6K
|
1.61K
$162K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-189- 1.35% |
$18.5K - $19K
|
13.8K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-193- 0.14% |
$18.9K - $19.4K
|
138K
$13.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-201- 1.78% |
$19.6K - $20.3K
|
11.1K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-202- 0.5% |
$19.7K - $20.4K
|
40K
$4.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-204- 7.33% |
$19.9K - $20.6K
|
2.58K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-204- 8.49% |
$19.9K - $20.6K
|
2.2K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-210- 4.56% |
$20.5K - $21.2K
|
4.4K
$442K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-213- 3.24% |
$20.8K - $21.5K
|
6.37K
$641K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-215- 5.22% |
$21K - $21.7K
|
3.91K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-229- 2.53% |
$22.4K - $23.1K
|
8.84K
$889K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-233- 7.64% |
$22.8K - $23.5K
|
2.82K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-235- 6.57% |
$23K - $23.7K
|
3.34K
$337K
|