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 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.59K+ 8.16% |
$840K - $866K
|
114K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.59K+ 1.44% |
$840K - $865K
|
605K
$60.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.43K+ 3.44% |
$824K - $850K
|
254K
$25.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 5.54% |
$817K - $843K
|
159K
$16M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.29K+ 24.15% |
$810K - $835K
|
42.6K
$4.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.16K+ 44.36% |
$797K - $822K
|
26.5K
$2.67M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
7.94K+ 2.7% |
$776K - $800K
|
302K
$30.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
7.84K+ 7.36% |
$766K - $789K
|
114K
$11.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.75K+ 3.35% |
$758K - $781K
|
239K
$24.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
7.73KNew |
$756K - $779K
|
7.73K
$778K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.66K+ 161.68% |
$749K - $772K
|
12.4K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
7.58KNew |
$741K - $763K
|
7.58K
$763K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.35K+ 1.95% |
$718K - $740K
|
385K
$38.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
7.32K+ 4.65% |
$716K - $737K
|
165K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
7.27K+ 8.41% |
$711K - $733K
|
93.7K
$9.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.03K+ 7.36% |
$688K - $709K
|
103K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
7.03K+ 34.13% |
$687K - $708K
|
27.6K
$2.78M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.9K+ 3.7% |
$675K - $695K
|
193K
$19.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.84K+ 19.17% |
$669K - $690K
|
42.5K
$4.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.8K+ 1.01% |
$664K - $685K
|
682K
$68.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
6.66K+ 24.71% |
$651K - $671K
|
33.6K
$3.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.46K+ 1.32% |
$631K - $651K
|
496K
$49.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.44K+ 41.57% |
$630K - $649K
|
21.9K
$2.21M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.39K+ 1.79% |
$625K - $644K
|
363K
$36.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
6.31K+ 18.9% |
$617K - $636K
|
39.7K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.18K+ 3.91% |
$604K - $623K
|
164K
$16.5M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6K+ 74.88% |
$587K - $605K
|
14K
$1.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.93K+ 16.15% |
$580K - $598K
|
42.7K
$4.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.88K+ 5.49% |
$575K - $592K
|
113K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 9.87% |
$568K - $586K
|
64.7K
$6.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.7KNew |
$557K - $574K
|
5.7K
$574K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5.55K+ 3.14% |
$542K - $559K
|
182K
$18.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.53K+ 13.88% |
$540K - $557K
|
45.3K
$4.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 26.21% |
$538K - $555K
|
26.5K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.47K+ 3.31% |
$534K - $551K
|
170K
$17.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.42K+ 2.82% |
$530K - $546K
|
198K
$19.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
5.41K+ 3.51% |
$529K - $545K
|
159K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.39K+ 1.94% |
$527K - $543K
|
282K
$28.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 4.66% |
$524K - $540K
|
120K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.28K+ 21.05% |
$516K - $532K
|
30.4K
$3.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.28K+ 9.66% |
$516K - $532K
|
59.9K
$6.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
5.2K+ 4.71% |
$508K - $524K
|
116K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.17K+ 1.74% |
$506K - $521K
|
303K
$30.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5K+ 2.03% |
$488K - $503K
|
251K
$25.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.97K+ 9.16% |
$486K - $500K
|
59.2K
$5.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
4.93K+ 5.89% |
$482K - $497K
|
88.6K
$8.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.83K+ 1.89% |
$472K - $487K
|
260K
$26.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
4.83K+ 11.88% |
$472K - $486K
|
45.5K
$4.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
4.8K+ 192.04% |
$469K - $483K
|
7.3K
$735K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.65K+ 156.52% |
$454K - $468K
|
7.62K
$767K
|