Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.31MNew |
$127M - $130M
|
1.31M
$129M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31M+ 8.61% |
$127M - $130M
|
16.5M
$1.63B
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
130K+ 1672.73% |
$12.6M - $13M
|
138K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
89.9K+ 1343.29% |
$8.71M - $8.94M
|
96.6K
$9.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
82.2K+ 12.59% |
$7.96M - $8.17M
|
735K
$72.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
39.8K+ 2.39% |
$3.86M - $3.96M
|
1.71M
$168M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
39K+ 8.22% |
$3.77M - $3.87M
|
513K
$50.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
32K+ 6.14% |
$3.1M - $3.18M
|
553K
$54.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$2.95M - $3.03M
|
30.5K
$3.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28.8K+ 2.2% |
$2.79M - $2.86M
|
1.33M
$132M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.3K+ 5.84% |
$2.45M - $2.51M
|
458K
$45.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.5K+ 236.1% |
$2.38M - $2.44M
|
34.9K
$3.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.6K+ 5.22% |
$2M - $2.05M
|
416K
$41.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 7.52% |
$1.88M - $1.93M
|
278K
$27.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.1K+ 74.06% |
$1.75M - $1.8M
|
42.5K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
17.4K+ 6.29% |
$1.68M - $1.73M
|
294K
$29M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.8K+ 4.33% |
$1.63M - $1.67M
|
406K
$40M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.4K+ 68.29% |
$1.5M - $1.54M
|
38.1K
$3.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 15.11% |
$1.46M - $1.5M
|
115K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 6.96% |
$1.38M - $1.42M
|
219K
$21.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.8K+ 1.29% |
$1.24M - $1.28M
|
1.01M
$99.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.8K+ 0.81% |
$1.24M - $1.27M
|
1.6M
$158M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12K+ 201.99% |
$1.16M - $1.19M
|
18K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
11.9K+ 517.19% |
$1.16M - $1.19M
|
14.3K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.26K+ 10.0% |
$800K - $822K
|
90.9K
$8.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.13K+ 63.37% |
$691K - $709K
|
18.4K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.92K+ 6.38% |
$670K - $688K
|
115K
$11.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
6.71KNew |
$650K - $667K
|
6.71K
$662K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.57KNew |
$636K - $653K
|
6.57K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.48K+ 0.97% |
$628K - $645K
|
675K
$66.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.35K+ 14.53% |
$614K - $631K
|
50K
$4.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.17KNew |
$597K - $613K
|
6.17K
$609K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.17KNew |
$500K - $514K
|
5.17K
$510K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.02K+ 3.93% |
$486K - $499K
|
133K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.99K+ 64.68% |
$484K - $497K
|
12.7K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.71K+ 1.76% |
$456K - $468K
|
273K
$26.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.93K+ 5.04% |
$380K - $391K
|
81.9K
$8.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.55K+ 58.37% |
$343K - $353K
|
9.62K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.4KNew |
$329K - $338K
|
3.4K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.3K+ 1.45% |
$319K - $328K
|
231K
$22.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.19K+ 1.35% |
$309K - $317K
|
239K
$23.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
3.15K+ 2.04% |
$305K - $313K
|
157K
$15.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.12K+ 9.28% |
$302K - $310K
|
36.7K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3.1K+ 0.49% |
$300K - $308K
|
641K
$63.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
3.06K+ 9.67% |
$297K - $305K
|
34.7K
$3.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.83KNew |
$274K - $282K
|
2.83K
$279K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.8K+ 22.07% |
$271K - $279K
|
15.5K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.52K+ 5.39% |
$244K - $251K
|
49.3K
$4.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.5K+ 43.78% |
$242K - $249K
|
8.21K
$810K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.33KNew |
$226K - $232K
|
2.33K
$230K
|