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
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.19K- 34.48% |
$605K - $624K
|
11.8K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.22K- 23.96% |
$608K - $627K
|
19.7K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 4.69% |
$622K - $641K
|
129K
$13M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-6.52K- 12.66% |
$637K - $656K
|
44.9K
$4.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
SELL
|
- |
-6.7K- 10.18% |
$655K - $675K
|
59.1K
$5.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.8K- 23.52% |
$665K - $685K
|
22.1K
$2.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-7.53K- 53.68% |
$736K - $758K
|
6.49K
$654K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-8.12K- 5.36% |
$794K - $818K
|
143K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.33K- 88.8% |
$912K - $940K
|
1.18K
$118K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.41K- 22.39% |
$919K - $948K
|
32.6K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.54K- 12.21% |
$933K - $961K
|
68.6K
$6.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.78K- 35.22% |
$956K - $985K
|
18K
$1.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-10K- 13.47% |
$979K - $1.01M
|
64.3K
$6.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-10.4K- 63.27% |
$1.02M - $1.05M
|
6.03K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11.2K- 26.7% |
$1.1M - $1.13M
|
30.8K
$3.1M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11.7K- 67.89% |
$1.15M - $1.18M
|
5.55K
$558K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-11.8K- 72.27% |
$1.15M - $1.18M
|
4.51K
$454K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-12.4K- 64.17% |
$1.22M - $1.25M
|
6.95K
$699K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.5K- 4.95% |
$1.32M - $1.36M
|
259K
$26.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-13.8K- 54.06% |
$1.35M - $1.39M
|
11.7K
$1.18M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-16.3K- 80.28% |
$1.59M - $1.64M
|
4K
$403K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-17K- 4.01% |
$1.66M - $1.71M
|
406K
$40.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-17K- 12.24% |
$1.66M - $1.71M
|
122K
$12.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-18.6K- 32.97% |
$1.81M - $1.87M
|
37.7K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-18.8K- 6.59% |
$1.84M - $1.9M
|
267K
$26.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19.3K- 63.23% |
$1.88M - $1.94M
|
11.2K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 7.4% |
$2.13M - $2.19M
|
272K
$27.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-24.3K- 80.18% |
$2.38M - $2.45M
|
6.02K
$606K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-26.3K- 64.27% |
$2.57M - $2.65M
|
14.6K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-27.7K- 83.19% |
$2.71M - $2.79M
|
5.6K
$563K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-28.9K- 31.42% |
$2.83M - $2.91M
|
63.1K
$6.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-29K- 3.33% |
$2.84M - $2.92M
|
843K
$84.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-30.4K- 27.73% |
$2.98M - $3.07M
|
79.3K
$7.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-40.1K- 14.98% |
$3.92M - $4.04M
|
228K
$22.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-41K- 61.3% |
$4.01M - $4.13M
|
25.9K
$2.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-48.2K- 26.13% |
$4.71M - $4.86M
|
136K
$13.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-59.5K- 66.35% |
$5.82M - $6M
|
30.2K
$3.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60.2K- 6.27% |
$5.89M - $6.07M
|
900K
$90.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-72.1K- 87.4% |
$7.04M - $7.26M
|
10.4K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74.3K- 33.95% |
$7.26M - $7.48M
|
144K
$14.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-113K- 0.46% |
$11M - $11.4M
|
24.4M
$2.46B
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-122K- 42.66% |
$11.9M - $12.3M
|
164K
$16.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-131KClosed |
$12.8M - $13.2M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-132K- 27.29% |
$12.9M - $13.3M
|
353K
$35.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-148K- 76.87% |
$14.5M - $14.9M
|
44.5K
$4.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-300K- 65.63% |
$29.4M - $30.3M
|
157K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-307K- 9.86% |
$30M - $30.9M
|
2.8M
$282M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-331K- 94.29% |
$32.4M - $33.4M
|
20.1K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-526K- 78.82% |
$51.4M - $53M
|
141K
$14.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.53M- 98.92% |
$149M - $154M
|
16.7K
$1.68M
|