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 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.15% |
$387 - $398
|
2.69K
$266K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 17.78% |
$775 - $796
|
37
$3.65K
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-19- 0.11% |
$1.84K - $1.89K
|
17K
$1.67M
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-19- 0.18% |
$1.84K - $1.89K
|
10.4K
$1.02M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-25- 1.16% |
$2.42K - $2.49K
|
2.12K
$209K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-26- 1.04% |
$2.52K - $2.59K
|
2.48K
$245K
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-31- 0.91% |
$3K - $3.08K
|
3.39K
$334K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-58- 0.23% |
$5.62K - $5.77K
|
25.1K
$2.47M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-80- 2.32% |
$7.75K - $7.96K
|
3.36K
$332K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-91- 1.05% |
$8.81K - $9.05K
|
8.58K
$846K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-94- 2.74% |
$9.1K - $9.35K
|
3.34K
$330K
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-113- 0.13% |
$10.9K - $11.2K
|
85.6K
$8.45M
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-122- 1.29% |
$11.8K - $12.1K
|
9.34K
$921K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-139- 4.96% |
$13.5K - $13.8K
|
2.67K
$263K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-155- 0.83% |
$15K - $15.4K
|
18.4K
$1.82M
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.48% |
$15.1K - $15.5K
|
32.4K
$3.2M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-183- 1.22% |
$17.7K - $18.2K
|
14.8K
$1.46M
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-199- 0.73% |
$19.3K - $19.8K
|
27K
$2.66M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-209- 7.95% |
$20.2K - $20.8K
|
2.42K
$239K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-217- 1.79% |
$21K - $21.6K
|
11.9K
$1.18M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-228- 9.02% |
$22.1K - $22.7K
|
2.3K
$227K
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-280- 1.97% |
$27.1K - $27.8K
|
13.9K
$1.38M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-287- 8.6% |
$27.8K - $28.5K
|
3.05K
$301K
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-307- 11.0% |
$29.7K - $30.5K
|
2.48K
$245K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$32.3K - $33.2K
|
247K
$24.4M
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-436- 2.24% |
$42.2K - $43.4K
|
19K
$1.88M
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-461- 24.3% |
$44.6K - $45.9K
|
1.44K
$142K
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-515- 14.7% |
$49.9K - $51.2K
|
2.99K
$295K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-576- 14.05% |
$55.8K - $57.3K
|
3.52K
$348K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-621- 2.09% |
$60.1K - $61.8K
|
29.1K
$2.87M
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-677- 2.03% |
$65.6K - $67.3K
|
32.6K
$3.22M
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-683- 0.27% |
$66.1K - $67.9K
|
255K
$25.2M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-741- 4.69% |
$71.8K - $73.7K
|
15.1K
$1.49M
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-745- 1.14% |
$72.1K - $74.1K
|
64.5K
$6.36M
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-778- 5.84% |
$75.3K - $77.4K
|
12.5K
$1.24M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-784- 3.29% |
$75.9K - $78K
|
23K
$2.27M
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1K- 5.05% |
$97K - $99.7K
|
18.8K
$1.86M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.06K- 13.36% |
$103K - $106K
|
6.9K
$681K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.09K- 11.24% |
$106K - $109K
|
8.63K
$851K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.14K- 4.28% |
$110K - $113K
|
25.5K
$2.51M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.18K- 3.69% |
$114K - $117K
|
30.7K
$3.03M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.19K- 11.76% |
$115K - $118K
|
8.92K
$880K
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.42K- 3.5% |
$137K - $141K
|
39K
$3.85M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.46K- 35.46% |
$141K - $145K
|
2.66K
$262K
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.58K- 7.56% |
$153K - $157K
|
19.2K
$1.9M
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.77K- 7.21% |
$172K - $176K
|
22.8K
$2.25M
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.99K- 0.93% |
$193K - $198K
|
212K
$20.9M
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.04K- 2.81% |
$197K - $203K
|
70.5K
$6.96M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.32K- 1.29% |
$224K - $230K
|
177K
$17.4M
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.34K- 7.01% |
$227K - $233K
|
31K
$3.06M
|