Purchases and Sales Made in Q3 2025 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 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
Nov 05, 2025 Q3 2025
Vantage Financial Partners, LLC

Elm Grove, WI
SELL
 -
-14.1K
- 8.93%
$1.38M - $1.42M
144K $14.5M
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
Nov 04, 2025 Q3 2025
Sbi Securities Co., Ltd.

Tokyo, M0
SELL
 -
-18.4K
- 8.13%
$1.8M - $1.85M
208K $20.9M
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
Nov 04, 2025 Q3 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-28.7K
- 28.96%
$2.8M - $2.89M
70.4K $7.08M
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
Nov 03, 2025 Q3 2025
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-49.1K
- 37.92%
$4.8M - $4.95M
80.4K $8.1M
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
 -
-131K
Closed
$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
Nov 04, 2025 Q3 2025
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-156K
- 49.08%
$15.2M - $15.7M
162K $16.3M
Nov 04, 2025 Q3 2025
First Citizens Asset Management, Inc.

Raleigh, NC
SELL
 -
-288K
- 49.15%
$28.1M - $29M
298K $30M
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
Nov 04, 2025 Q3 2025
Jones Financial Companies Lllp

SELL
 -
-1.47M
- 1.01%
$144M - $148M
144M $14.5B
Oct 17, 2025 Q3 2025
Cahaba Wealth Management, Inc.

SELL
 -
-1.53M
- 98.92%
$149M - $154M
16.7K $1.68M
Oct 31, 2025 Q3 2025
First Citizens Bank & Trust CO

SELL
 -
-9.21M
- 92.79%
$900M - $928M
716K $72M
Oct 30, 2025 Q3 2025
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
SELL
 -
-11.5M
- 60.59%
$1.12B - $1.16B
7.47M $752M
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

SELL
 -
-19.2M
- 35.33%
$1.87B - $1.93B
35.1M $3.53B

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