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 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
18.3K+ 15.75% |
$1.78M - $1.84M
|
134K
$13.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
17.8KNew |
$1.74M - $1.79M
|
17.8K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
17.2K+ 18.93% |
$1.68M - $1.73M
|
108K
$10.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
16.1K+ 202.82% |
$1.57M - $1.62M
|
24K
$2.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16K+ 1.58% |
$1.56M - $1.61M
|
1.03M
$103M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.9K+ 4.16% |
$1.56M - $1.61M
|
399K
$40.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
15.6K+ 8.39% |
$1.52M - $1.57M
|
201K
$20.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15K+ 3.71% |
$1.47M - $1.52M
|
421K
$42.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 4.16% |
$1.46M - $1.5M
|
374K
$37.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.7K+ 6.87% |
$1.44M - $1.48M
|
229K
$23.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.4M - $1.44M
|
14.3K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
14.2KNew |
$1.39M - $1.43M
|
14.2K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.8K+ 15.96% |
$1.35M - $1.39M
|
100K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
13.7K+ 8.51% |
$1.34M - $1.38M
|
175K
$17.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
13.6K+ 64.95% |
$1.33M - $1.37M
|
34.5K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
P/E Global LLC
|
BUY
|
- |
13.5K+ 2.64% |
$1.32M - $1.36M
|
527K
$53M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13.4K+ 3.41% |
$1.31M - $1.35M
|
405K
$40.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13K+ 8.21% |
$1.27M - $1.31M
|
171K
$17.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 6.15% |
$1.25M - $1.29M
|
221K
$22.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 73.52% |
$1.24M - $1.28M
|
29.9K
$3.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
12.6K+ 2.41% |
$1.23M - $1.27M
|
535K
$53.9M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.23M - $1.26M
|
12.5K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12K+ 10.27% |
$1.17M - $1.2M
|
128K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7K+ 22.95% |
$1.15M - $1.18M
|
62.8K
$6.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.5KNew |
$1.12M - $1.15M
|
11.5K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.3K+ 6.99% |
$1.1M - $1.14M
|
173K
$17.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3K+ 59.2% |
$1.1M - $1.14M
|
30.3K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
11.2K+ 11.86% |
$1.09M - $1.13M
|
106K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11.2K+ 6.34% |
$1.09M - $1.12M
|
187K
$18.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 4.12% |
$1.08M - $1.12M
|
280K
$28.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$1.06M - $1.09M
|
10.8K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.6K+ 12.71% |
$1.04M - $1.07M
|
94.4K
$9.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.6K+ 15.43% |
$1.04M - $1.07M
|
79.4K
$8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10.3K+ 8.57% |
$1.01M - $1.04M
|
130K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10.3K+ 5.61% |
$1M - $1.03M
|
193K
$19.4M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
10.2K+ 4.8% |
$993K - $1.02M
|
222K
$22.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10K+ 2.14% |
$979K - $1.01M
|
479K
$48.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.91KNew |
$969K - $999K
|
9.91K
$998K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
9.86K+ 35.02% |
$964K - $994K
|
38K
$3.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
9.51K+ 13.8% |
$930K - $958K
|
78.4K
$7.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.38K+ 21.29% |
$917K - $945K
|
53.4K
$5.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.33K+ 108.65% |
$912K - $940K
|
17.9K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
9.31KNew |
$910K - $938K
|
9.31K
$937K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.3KNew |
$909K - $937K
|
9.3K
$936K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9.12K+ 6.57% |
$891K - $919K
|
148K
$14.9M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.1K+ 3.06% |
$890K - $917K
|
306K
$30.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.79K+ 7.62% |
$859K - $885K
|
124K
$12.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
8.78K+ 145.38% |
$859K - $885K
|
14.8K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.69K+ 4.33% |
$850K - $876K
|
209K
$21.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
8.63K+ 2.08% |
$843K - $869K
|
423K
$42.5M
|