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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
49.1KNew |
$4.8M - $4.95M
|
49.1K
$4.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
49K+ 7.03% |
$4.79M - $4.94M
|
746K
$75.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47.5K+ 9.56% |
$4.64M - $4.79M
|
544K
$54.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
41.5K+ 5.18% |
$4.05M - $4.18M
|
841K
$84.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
40.3K+ 51.25% |
$3.94M - $4.06M
|
119K
$12M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
40.1K+ 10.86% |
$3.92M - $4.04M
|
410K
$41.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
39.4K+ 21.72% |
$3.85M - $3.97M
|
221K
$22.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
39.2KNew |
$3.83M - $3.94M
|
39.2K
$3.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
38.9K+ 89.82% |
$3.8M - $3.92M
|
82.2K
$8.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36.9K+ 11.97% |
$3.61M - $3.72M
|
346K
$34.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
36.7K+ 189.82% |
$3.58M - $3.69M
|
56K
$5.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
35.8K+ 7.21% |
$3.5M - $3.61M
|
533K
$53.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
35.2K+ 41.15% |
$3.44M - $3.55M
|
121K
$12.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.4K+ 2.15% |
$3.36M - $3.46M
|
1.63M
$164M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
31.5K+ 7.57% |
$3.08M - $3.17M
|
448K
$45.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
31.4K+ 29.41% |
$3.07M - $3.17M
|
138K
$13.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
31K+ 27.96% |
$3.03M - $3.13M
|
142K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
31K+ 5.85% |
$3.03M - $3.12M
|
561K
$56.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
31K+ 81.42% |
$3.03M - $3.12M
|
69K
$6.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
30.3K+ 86.67% |
$2.96M - $3.05M
|
65.2K
$6.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
28.6K+ 23.93% |
$2.79M - $2.88M
|
148K
$14.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.9K+ 4.52% |
$2.63M - $2.71M
|
623K
$62.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
26.7K+ 44.77% |
$2.61M - $2.69M
|
86.5K
$8.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
26.6KNew |
$2.6M - $2.68M
|
26.6K
$2.67M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
26.2K+ 42.52% |
$2.56M - $2.64M
|
87.8K
$8.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 1.83% |
$2.53M - $2.61M
|
1.44M
$145M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
25.8K+ 6.25% |
$2.52M - $2.6M
|
438K
$44.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25.2K+ 3.75% |
$2.46M - $2.54M
|
698K
$70.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.2K+ 598.53% |
$2.46M - $2.54M
|
29.4K
$2.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.6K+ 41.82% |
$2.4M - $2.48M
|
83.4K
$8.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.2K+ 3.53% |
$2.27M - $2.34M
|
682K
$68.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
23K+ 90.56% |
$2.25M - $2.32M
|
48.5K
$4.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
22.7K+ 9.38% |
$2.22M - $2.29M
|
265K
$26.6M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5K+ 306.28% |
$2.2M - $2.27M
|
29.9K
$3.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22.4K+ 8.35% |
$2.19M - $2.26M
|
291K
$29.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
22.3K+ 334.69% |
$2.18M - $2.25M
|
29K
$2.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
22.1K+ 113.88% |
$2.16M - $2.22M
|
41.4K
$4.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
21.8K+ 9.14% |
$2.13M - $2.2M
|
261K
$26.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
21.5K+ 2.9% |
$2.1M - $2.16M
|
761K
$76.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
21.3K+ 24.14% |
$2.08M - $2.15M
|
110K
$11M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
21.1K+ 3.29% |
$2.06M - $2.13M
|
662K
$66.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 8.22% |
$2.01M - $2.07M
|
271K
$27.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20.1K+ 287.48% |
$1.97M - $2.03M
|
27.1K
$2.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
20KNew |
$1.95M - $2.01M
|
20K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
19.2K+ 3.98% |
$1.88M - $1.94M
|
503K
$50.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.9K+ 6.18% |
$1.84M - $1.9M
|
324K
$32.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.8K+ 14.3% |
$1.84M - $1.9M
|
151K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.6K+ 16.59% |
$1.81M - $1.87M
|
130K
$13.1M
|