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 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
938+ 12.73% |
$91.7K - $94.5K
|
8.31K
$836K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
927+ 7.15% |
$90.6K - $93.4K
|
13.9K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
915+ 5.77% |
$89.4K - $92.2K
|
16.8K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
897New |
$87.7K - $90.4K
|
897
$90.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
896+ 6.39% |
$87.6K - $90.3K
|
14.9K
$1.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
893+ 3.03% |
$87.3K - $90K
|
30.4K
$3.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
892+ 26.79% |
$87.2K - $89.9K
|
4.22K
$425K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
888+ 13.77% |
$86.8K - $89.5K
|
7.34K
$738K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
886+ 1.44% |
$86.6K - $89.3K
|
62.5K
$6.29M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
883+ 1.04% |
$86.3K - $89K
|
85.4K
$8.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
836New |
$81.7K - $84.2K
|
836
$84.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
826+ 1.19% |
$80.7K - $83.2K
|
70.5K
$7.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
818+ 6.45% |
$80K - $82.4K
|
13.5K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
811New |
$79.3K - $81.7K
|
811
$81.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
804+ 12.46% |
$78.6K - $81K
|
7.26K
$731K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
795+ 0.88% |
$77.7K - $80.1K
|
91.5K
$9.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
794+ 1.41% |
$77.6K - $80K
|
57K
$5.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
786+ 0.38% |
$76.8K - $79.2K
|
205K
$20.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
753+ 1.76% |
$73.6K - $75.9K
|
43.6K
$4.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
730+ 8.66% |
$71.4K - $73.5K
|
9.16K
$922K
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
728+ 17.48% |
$71.2K - $73.3K
|
4.89K
$493K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
720+ 55.38% |
$70.4K - $72.5K
|
2.02K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
710+ 24.4% |
$69.4K - $71.5K
|
3.62K
$364K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
701+ 2.34% |
$68.5K - $70.6K
|
30.6K
$3.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
700+ 50.0% |
$68.4K - $70.5K
|
2.1K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
700+ 8.53% |
$68.4K - $70.5K
|
8.91K
$897K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
695+ 0.6% |
$67.9K - $70K
|
117K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
692+ 29.69% |
$67.6K - $69.7K
|
3.02K
$304K
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
664+ 0.98% |
$64.9K - $66.9K
|
68.3K
$6.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
654+ 2.53% |
$63.9K - $65.9K
|
26.5K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
652+ 4.06% |
$63.7K - $65.7K
|
16.7K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
650+ 0.48% |
$63.5K - $65.5K
|
137K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
626+ 0.56% |
$61.2K - $63.1K
|
112K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
609+ 8.1% |
$59.5K - $61.4K
|
8.13K
$818K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
585+ 10.36% |
$57.2K - $58.9K
|
6.23K
$627K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
567+ 0.4% |
$55.4K - $57.1K
|
143K
$14.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
551+ 163.99% |
$53.9K - $55.5K
|
887
$89.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
543+ 39.64% |
$53.1K - $54.7K
|
1.91K
$193K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
538+ 6.49% |
$52.6K - $54.2K
|
8.83K
$889K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
528+ 5.9% |
$51.6K - $53.2K
|
9.47K
$954K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
515+ 8.08% |
$50.3K - $51.9K
|
6.89K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
515+ 2.71% |
$50.3K - $51.9K
|
19.5K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
504+ 0.43% |
$49.3K - $50.8K
|
117K
$11.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
503+ 1.93% |
$49.2K - $50.7K
|
26.5K
$2.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
498+ 7.59% |
$48.7K - $50.2K
|
7.06K
$711K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
497+ 6.2% |
$48.6K - $50.1K
|
8.51K
$857K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
471+ 5.08% |
$46K - $47.5K
|
9.75K
$981K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
462+ 8.81% |
$45.2K - $46.5K
|
5.71K
$575K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
444+ 0.77% |
$43.4K - $44.7K
|
58.4K
$5.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
442+ 2.3% |
$43.2K - $44.5K
|
19.7K
$1.98M
|