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 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
4.64K+ 1.22% |
$454K - $467K
|
384K
$38.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
4.55KNew |
$445K - $458K
|
4.55K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.5KNew |
$440K - $453K
|
4.5K
$453K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.3K+ 24.48% |
$420K - $433K
|
21.8K
$2.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.24K+ 3.07% |
$414K - $427K
|
142K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.22KNew |
$413K - $425K
|
4.22K
$425K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.21KNew |
$411K - $424K
|
4.21K
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.14KNew |
$404K - $417K
|
4.14K
$417K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.1K+ 12.88% |
$400K - $413K
|
35.9K
$3.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.09K+ 10.79% |
$400K - $412K
|
42K
$4.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.08KNew |
$399K - $411K
|
4.08K
$411K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 7.51% |
$397K - $409K
|
58.1K
$5.85M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
4.05K+ 7.81% |
$395K - $408K
|
55.9K
$5.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.03K+ 18.01% |
$394K - $406K
|
26.4K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.92K+ 28.46% |
$383K - $395K
|
17.7K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.85K+ 2.58% |
$376K - $388K
|
153K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.76K+ 1.53% |
$368K - $379K
|
249K
$25.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.73K+ 11.85% |
$365K - $376K
|
35.2K
$3.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.71K+ 42.54% |
$363K - $374K
|
12.4K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.69K+ 5.44% |
$361K - $372K
|
71.6K
$7.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
3.65K+ 1.1% |
$357K - $368K
|
336K
$33.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.59K+ 7.81% |
$351K - $361K
|
49.5K
$4.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.57K+ 15.64% |
$349K - $359K
|
26.4K
$2.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.54K+ 5.64% |
$346K - $357K
|
66.2K
$6.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
3.52K+ 5.48% |
$344K - $355K
|
67.8K
$6.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 0.87% |
$341K - $352K
|
403K
$40.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.37K+ 14.08% |
$330K - $340K
|
27.3K
$2.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.33K+ 9.99% |
$325K - $335K
|
36.6K
$3.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22K+ 6.0% |
$314K - $324K
|
56.9K
$5.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.1K+ 8.02% |
$303K - $313K
|
41.8K
$4.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$302K - $311K
|
3.09K
$311K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.07K+ 113.52% |
$300K - $310K
|
5.78K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.07K+ 11.38% |
$300K - $309K
|
30K
$3.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.07K+ 2.36% |
$300K - $309K
|
133K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
3.02K+ 7.98% |
$295K - $305K
|
40.9K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3KNew |
$294K - $303K
|
3K
$302K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.98K+ 0.54% |
$291K - $300K
|
559K
$56.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.94KNew |
$287K - $296K
|
2.94K
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.86KNew |
$280K - $288K
|
2.86K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.85K+ 9.78% |
$278K - $287K
|
31.9K
$3.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
2.84K+ 3.4% |
$277K - $286K
|
86.4K
$8.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.82K+ 1.1% |
$275K - $284K
|
259K
$26.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.77K+ 3.73% |
$270K - $279K
|
76.9K
$7.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.73K+ 7.96% |
$267K - $275K
|
37K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.72K+ 0.96% |
$266K - $274K
|
285K
$28.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.7K+ 7.48% |
$264K - $272K
|
38.8K
$3.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.7K+ 18.91% |
$264K - $272K
|
17K
$1.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.68K+ 2.38% |
$262K - $270K
|
115K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.6K+ 0.74% |
$254K - $262K
|
353K
$35.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 2.08% |
$253K - $261K
|
127K
$12.8M
|