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 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
438+ 509.3% |
$42.8K - $44.1K
|
524
$52.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
433+ 2.35% |
$42.3K - $43.6K
|
18.9K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
425+ 1.19% |
$41.5K - $42.8K
|
36.1K
$3.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
425+ 8.84% |
$41.5K - $42.8K
|
5.23K
$527K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
420+ 2.29% |
$41.1K - $42.3K
|
18.7K
$1.89M
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
419+ 2.46% |
$41K - $42.2K
|
17.5K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
417+ 1.47% |
$40.8K - $42K
|
28.8K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
401+ 3.1% |
$39.2K - $40.4K
|
13.3K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
401New |
$39.2K - $40.4K
|
401
$40.4K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
400+ 4000.0% |
$39.1K - $40.3K
|
410
$41.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
395+ 1.36% |
$38.6K - $39.8K
|
29.5K
$2.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
392+ 0.49% |
$38.3K - $39.5K
|
81.1K
$8.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
385+ 1.93% |
$37.6K - $38.8K
|
20.4K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
383+ 0.89% |
$37.4K - $38.6K
|
43.3K
$4.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
375+ 9.78% |
$36.7K - $37.8K
|
4.21K
$424K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
BUY
|
- |
369+ 17.15% |
$36.1K - $37.2K
|
2.52K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
349+ 1.0% |
$34.1K - $35.2K
|
35.2K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
343+ 14.09% |
$33.5K - $34.6K
|
2.78K
$280K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
339+ 0.42% |
$33.1K - $34.2K
|
80.2K
$8.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
334+ 1.97% |
$32.6K - $33.7K
|
17.3K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
334+ 3.1% |
$32.6K - $33.7K
|
11.1K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
329+ 2.18% |
$32.2K - $33.1K
|
15.4K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
328+ 0.45% |
$32.1K - $33K
|
73K
$7.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
322+ 15.65% |
$31.5K - $32.4K
|
2.38K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
305+ 2.81% |
$29.8K - $30.7K
|
11.2K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
300+ 1.62% |
$29.3K - $30.2K
|
18.8K
$1.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
286+ 7.42% |
$28K - $28.8K
|
4.14K
$417K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
255+ 9.53% |
$24.9K - $25.7K
|
2.93K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
250+ 2.03% |
$24.4K - $25.2K
|
12.6K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
243+ 22.82% |
$23.8K - $24.5K
|
1.31K
$132K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
241+ 1.3% |
$23.6K - $24.3K
|
18.8K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
239+ 3.24% |
$23.4K - $24.1K
|
7.62K
$767K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
231+ 1.65% |
$22.6K - $23.3K
|
14.3K
$1.44M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
226+ 3.37% |
$22.1K - $22.8K
|
6.93K
$698K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
218+ 3.46% |
$21.3K - $22K
|
6.51K
$655K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
208+ 7.37% |
$20.3K - $21K
|
3.03K
$305K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
205+ 1.23% |
$20K - $20.7K
|
16.9K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
204+ 2.17% |
$19.9K - $20.6K
|
9.62K
$969K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
200+ 0.81% |
$19.6K - $20.2K
|
25K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
199+ 0.81% |
$19.5K - $20K
|
24.7K
$2.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
196+ 2.78% |
$19.2K - $19.7K
|
7.26K
$730K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
191+ 33.69% |
$18.7K - $19.2K
|
758
$76.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
172+ 1.41% |
$16.8K - $17.3K
|
12.4K
$1.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
172New |
$16.8K - $17.3K
|
172
$17.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
168+ 4.76% |
$16.4K - $16.9K
|
3.69K
$372K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
165+ 2.14% |
$16.1K - $16.6K
|
7.87K
$792K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
154+ 5.82% |
$15.1K - $15.5K
|
2.8K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147+ 0.35% |
$14.4K - $14.8K
|
42.7K
$4.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
145+ 6.53% |
$14.2K - $14.6K
|
2.37K
$238K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
140+ 2.89% |
$13.7K - $14.1K
|
4.99K
$502K
|