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
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.63K+ 6.36% |
$159K - $164K
|
27.2K
$2.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.63K+ 9.97% |
$159K - $164K
|
17.9K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.6K+ 4.46% |
$156K - $161K
|
37.5K
$3.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.59K+ 4.88% |
$156K - $160K
|
34.2K
$3.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.58K+ 1.83% |
$154K - $159K
|
87.9K
$8.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.57K+ 19.24% |
$154K - $158K
|
9.74K
$981K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.55K+ 4.11% |
$152K - $156K
|
39.3K
$3.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.54K+ 3.83% |
$150K - $155K
|
41.7K
$4.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.53K+ 1.79% |
$150K - $155K
|
87.4K
$8.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.51KNew |
$148K - $152K
|
1.51K
$152K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.5K+ 111.44% |
$147K - $151K
|
2.85K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.49K+ 5.93% |
$145K - $150K
|
26.6K
$2.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.47K+ 2.07% |
$144K - $148K
|
72.3K
$7.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.47K+ 3.07% |
$143K - $148K
|
49.4K
$4.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.46K+ 6.79% |
$142K - $147K
|
22.9K
$2.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.45K+ 40.37% |
$142K - $146K
|
5.06K
$509K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.45K+ 1.05% |
$142K - $146K
|
140K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.44K+ 15.2% |
$141K - $145K
|
10.9K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.43K+ 5.57% |
$140K - $144K
|
27.1K
$2.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.4K+ 22.77% |
$136K - $141K
|
7.52K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.36K+ 4.49% |
$133K - $137K
|
31.6K
$3.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.35K+ 1.27% |
$132K - $136K
|
108K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 7.71% |
$130K - $134K
|
18.6K
$1.87M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.32K+ 8.61% |
$129K - $133K
|
16.7K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.29K+ 3.42% |
$126K - $130K
|
39.1K
$3.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.29K+ 4.17% |
$126K - $130K
|
32.3K
$3.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.29K+ 4.41% |
$126K - $130K
|
30.6K
$3.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
1.29K+ 7.1% |
$126K - $130K
|
19.4K
$1.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.28K+ 0.23% |
$125K - $129K
|
554K
$55.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.26K+ 5.02% |
$123K - $127K
|
26.3K
$2.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.26K+ 5.92% |
$123K - $126K
|
22.5K
$2.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.21K+ 8.24% |
$118K - $122K
|
15.9K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.2K+ 5.01% |
$117K - $120K
|
25.1K
$2.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17K+ 33.95% |
$114K - $118K
|
4.62K
$465K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 20.17% |
$113K - $117K
|
6.9K
$694K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.15K+ 43.74% |
$112K - $115K
|
3.76K
$379K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.11K+ 29.47% |
$109K - $112K
|
4.89K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.11K+ 2.93% |
$109K - $112K
|
39.1K
$3.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.09K+ 3.66% |
$107K - $110K
|
30.9K
$3.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.09K+ 0.73% |
$107K - $110K
|
151K
$15.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.09K+ 10.31% |
$106K - $110K
|
11.6K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.09K+ 5.14% |
$106K - $109K
|
22.2K
$2.23M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.08K+ 44.67% |
$106K - $109K
|
3.5K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.07K+ 8.39% |
$104K - $108K
|
13.8K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.04K+ 15.89% |
$102K - $105K
|
7.58K
$763K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.03KNew |
$101K - $104K
|
1.03K
$104K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.03K+ 22.95% |
$101K - $104K
|
5.52K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
980+ 20.01% |
$95.8K - $98.7K
|
5.88K
$592K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
958+ 7.3% |
$93.6K - $96.5K
|
14.1K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
942+ 52.54% |
$92.1K - $94.9K
|
2.74K
$275K
|