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 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.52K+ 6.98% |
$246K - $254K
|
38.6K
$3.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.51K+ 2.19% |
$245K - $252K
|
117K
$11.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.5K+ 62.5% |
$244K - $252K
|
6.5K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.5K+ 24.34% |
$244K - $252K
|
12.8K
$1.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
2.47K+ 3.51% |
$242K - $249K
|
73K
$7.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.41K+ 4.62% |
$236K - $243K
|
54.6K
$5.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.23% |
$235K - $242K
|
110K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.39K+ 27.47% |
$234K - $241K
|
11.1K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
2.38K+ 2.37% |
$233K - $240K
|
103K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.33KNew |
$227K - $234K
|
2.33K
$234K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.32K+ 6.57% |
$227K - $234K
|
37.6K
$3.79M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.32K+ 8.6% |
$226K - $233K
|
29.2K
$2.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.26K+ 12.29% |
$221K - $228K
|
20.6K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.21KNew |
$216K - $222K
|
2.21K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.13KNew |
$208K - $215K
|
2.13K
$215K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.12K+ 13.63% |
$207K - $214K
|
17.7K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.12KNew |
$207K - $213K
|
2.12K
$213K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.11KNew |
$206K - $213K
|
2.11K
$212K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.11K+ 2.44% |
$206K - $212K
|
88.4K
$8.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.11KNew |
$206K - $212K
|
2.11K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.11K+ 25.51% |
$206K - $212K
|
10.4K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
2.1KNew |
$205K - $211K
|
2.1K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.09KNew |
$204K - $211K
|
2.09K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 8.96% |
$203K - $209K
|
25.3K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.07K+ 16.22% |
$202K - $208K
|
14.8K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.05KNew |
$200K - $206K
|
2.05K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.03K+ 0.95% |
$198K - $204K
|
216K
$21.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.02KNew |
$198K - $204K
|
2.02K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02K+ 2.22% |
$198K - $204K
|
92.9K
$9.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2.02KNew |
$197K - $203K
|
2.02K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 113.12% |
$194K - $200K
|
3.74K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
1.95K+ 8.22% |
$191K - $197K
|
25.7K
$2.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.92K+ 29.97% |
$188K - $194K
|
8.34K
$840K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.9K+ 0.46% |
$186K - $191K
|
413K
$41.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.9K+ 90.48% |
$186K - $191K
|
4K
$403K
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.89K+ 5.42% |
$185K - $190K
|
36.8K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.85K+ 3032.79% |
$181K - $186K
|
1.91K
$192K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.85K+ 268.31% |
$180K - $186K
|
2.53K
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.84K+ 5.59% |
$180K - $185K
|
34.8K
$3.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.82K+ 12.27% |
$178K - $183K
|
16.6K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.8K+ 8.38% |
$176K - $182K
|
23.3K
$2.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.79K+ 7.76% |
$175K - $180K
|
24.8K
$2.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 2.71% |
$171K - $176K
|
66.2K
$6.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.71K+ 7.3% |
$167K - $172K
|
25.2K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.7K+ 0.23% |
$167K - $172K
|
740K
$74.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 4.44% |
$164K - $169K
|
39.5K
$3.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.67K+ 23.12% |
$164K - $169K
|
8.91K
$897K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 9.71% |
$163K - $168K
|
18.9K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.64K+ 17.91% |
$160K - $165K
|
10.8K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 25.34% |
$160K - $165K
|
8.09K
$815K
|