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
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.06K+ 34.49% |
$199K - $204K
|
8.02K
$791K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.03K+ 0.51% |
$197K - $202K
|
399K
$39.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.97K+ 77.91% |
$191K - $196K
|
4.5K
$444K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.9K+ 2.41% |
$184K - $189K
|
80.7K
$7.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.86K+ 6.82% |
$180K - $185K
|
29.1K
$2.87M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.63K+ 0.88% |
$158K - $162K
|
186K
$18.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.49K+ 3.36% |
$144K - $148K
|
45.7K
$4.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.48K+ 1.59% |
$144K - $147K
|
95K
$9.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 6.31% |
$138K - $142K
|
24K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.35K+ 26.31% |
$131K - $134K
|
6.47K
$638K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.32K+ 2.4% |
$128K - $131K
|
56.2K
$5.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.22K+ 4.34% |
$118K - $121K
|
29.3K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.18K+ 0.79% |
$114K - $117K
|
150K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.12K+ 1.09% |
$109K - $111K
|
104K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.08K+ 6.41% |
$104K - $107K
|
17.9K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
904+ 1.09% |
$87.5K - $89.9K
|
83.5K
$8.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
807+ 3.74% |
$78.1K - $80.3K
|
22.4K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
760+ 0.95% |
$73.6K - $75.6K
|
80.5K
$7.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
744+ 2.1% |
$72K - $74K
|
36.1K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
742+ 2.15% |
$71.9K - $73.8K
|
35.3K
$3.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
585+ 31.4% |
$56.7K - $58.2K
|
2.45K
$242K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
574+ 7.46% |
$55.6K - $57.1K
|
8.26K
$815K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
538+ 275.9% |
$52.1K - $53.5K
|
733
$72.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
468+ 1.26% |
$45.3K - $46.5K
|
37.6K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
411+ 2.75% |
$39.8K - $40.9K
|
15.3K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
331+ 3.0% |
$32.1K - $32.9K
|
11.4K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
287+ 2.23% |
$27.8K - $28.5K
|
13.1K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
281+ 0.28% |
$27.2K - $27.9K
|
102K
$10.1M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
276+ 6.55% |
$26.7K - $27.5K
|
4.49K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
182+ 2.52% |
$17.6K - $18.1K
|
7.41K
$731K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
182+ 4.96% |
$17.6K - $18.1K
|
3.85K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
133+ 4.41% |
$12.9K - $13.2K
|
3.15K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
129+ 3.97% |
$12.5K - $12.8K
|
3.38K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
93+ 3.63% |
$9.01K - $9.25K
|
2.66K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 1.62% |
$8.72K - $8.95K
|
5.65K
$557K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
86+ 0.18% |
$8.33K - $8.55K
|
47.2K
$4.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
67+ 3.02% |
$6.49K - $6.66K
|
2.29K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
65New |
$6.29K - $6.46K
|
65
$6.41K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 2.69% |
$5.33K - $5.47K
|
2.1K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
55+ 0.79% |
$5.33K - $5.47K
|
7.06K
$697K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
41+ 1.0% |
$3.97K - $4.08K
|
4.16K
$411K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
34+ 0.29% |
$3.29K - $3.38K
|
11.7K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
26+ 0.53% |
$2.52K - $2.59K
|
4.95K
$489K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.69% |
$2.13K - $2.19K
|
3.21K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.74K - $1.79K
|
18
$1.78K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.26K - $1.29K
|
13
$1.28K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 0.14% |
$968 - $995
|
7.24K
$715K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.32% |
$678 - $696
|
2.22K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5+ 0.02% |
$484 - $497
|
25K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4+ 0.08% |
$387 - $398
|
4.91K
$485K
|