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 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-545- 3.3% |
$53.3K - $54.9K
|
15.9K
$1.61M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-545- 6.52% |
$53.3K - $54.9K
|
7.81K
$786K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-548- 6.64% |
$53.6K - $55.2K
|
7.71K
$776K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-563- 1.9% |
$55K - $56.7K
|
29.1K
$2.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-575- 1.22% |
$56.2K - $57.9K
|
46.5K
$4.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-610- 1.45% |
$59.6K - $61.5K
|
41.5K
$4.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-620- 20.98% |
$60.6K - $62.5K
|
2.34K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-647- 1.86% |
$63.2K - $65.2K
|
34.1K
$3.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-657- 5.92% |
$64.2K - $66.2K
|
10.4K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-665- 3.72% |
$65K - $67K
|
17.2K
$1.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-667- 21.68% |
$65.2K - $67.2K
|
2.41K
$243K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-670- 1.69% |
$65.5K - $67.5K
|
38.9K
$3.92M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-673- 2.85% |
$65.8K - $67.8K
|
23K
$2.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-676- 7.99% |
$66.1K - $68.1K
|
7.79K
$784K
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-685- 3.91% |
$67K - $69K
|
16.8K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-702- 11.01% |
$68.6K - $70.7K
|
5.67K
$571K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-711- 19.33% |
$69.5K - $71.6K
|
2.97K
$299K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-726- 3.98% |
$71K - $73.1K
|
17.5K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-732- 16.64% |
$71.6K - $73.7K
|
3.67K
$369K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-732- 9.88% |
$71.6K - $73.7K
|
6.68K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-746- 8.65% |
$72.9K - $75.2K
|
7.88K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-755- 33.2% |
$73.8K - $76.1K
|
1.52K
$153K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-760- 23.66% |
$74.3K - $76.6K
|
2.45K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-771- 27.18% |
$75.4K - $77.7K
|
2.07K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-790- 5.82% |
$77.2K - $79.6K
|
12.8K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-831- 3.54% |
$81.2K - $83.7K
|
22.6K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-844- 8.23% |
$82.5K - $85K
|
9.42K
$948K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-851- 2.37% |
$83.2K - $85.7K
|
35.1K
$3.53M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-904- 0.67% |
$88.4K - $91.1K
|
135K
$13.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-925- 3.04% |
$90.4K - $93.2K
|
29.6K
$2.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-929- 8.88% |
$90.8K - $93.6K
|
9.53K
$959K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-953- 38.93% |
$93.2K - $96K
|
1.5K
$151K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-982- 5.23% |
$96K - $98.9K
|
17.8K
$1.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-985- 1.37% |
$96.3K - $99.2K
|
71.1K
$7.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-994- 7.82% |
$97.2K - $100K
|
11.7K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.01K- 28.58% |
$98.4K - $101K
|
2.52K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 1.4% |
$102K - $105K
|
73.5K
$7.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.1K- 10.57% |
$107K - $111K
|
9.28K
$934K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.18K- 7.78% |
$115K - $118K
|
13.9K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.19K- 3.1% |
$116K - $120K
|
37.2K
$3.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.21K- 1.19% |
$118K - $122K
|
100K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.22K- 4.3% |
$120K - $123K
|
27.2K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.24K- 1.39% |
$122K - $125K
|
88.3K
$8.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.3K- 1.25% |
$127K - $131K
|
102K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.35K- 0.4% |
$132K - $136K
|
333K
$33.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.36K- 44.48% |
$132K - $137K
|
1.69K
$170K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.36K- 13.29% |
$133K - $137K
|
8.85K
$891K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.43K- 2.28% |
$139K - $144K
|
61.2K
$6.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.47K- 8.51% |
$144K - $148K
|
15.8K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.48K- 10.8% |
$145K - $150K
|
12.3K
$1.23M
|