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 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-802- 6.83% |
$77.7K - $79.8K
|
10.9K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-812- 4.27% |
$78.6K - $80.8K
|
18.2K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-820- 13.61% |
$79.4K - $81.6K
|
5.2K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-840- 2.74% |
$81.3K - $83.5K
|
29.8K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-853- 6.91% |
$82.6K - $84.8K
|
11.5K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-859- 21.79% |
$83.2K - $85.4K
|
3.08K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-859- 0.99% |
$83.2K - $85.4K
|
85.8K
$8.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-865- 22.02% |
$83.8K - $86K
|
3.06K
$306K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-865- 7.26% |
$83.8K - $86K
|
11.1K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-873- 97.65% |
$84.5K - $86.8K
|
21
$2.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-913- 3.39% |
$88.4K - $90.8K
|
26K
$2.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-915- 22.92% |
$88.6K - $91K
|
3.08K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-925- 18.78% |
$89.6K - $92K
|
4K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-929- 10.93% |
$90K - $92.4K
|
7.57K
$757K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-959- 3.3% |
$92.9K - $95.4K
|
28.1K
$2.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-966- 15.86% |
$93.5K - $96.1K
|
5.12K
$512K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-983- 12.8% |
$95.2K - $97.8K
|
6.7K
$670K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-984- 3.65% |
$95.3K - $97.9K
|
26K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-985- 4.1% |
$95.4K - $98K
|
23K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-989- 10.32% |
$95.8K - $98.4K
|
8.59K
$859K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-994- 4.06% |
$96.3K - $98.9K
|
23.5K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1K- 39.17% |
$96.8K - $99.5K
|
1.55K
$155K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1K- 5.05% |
$97K - $99.7K
|
18.8K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.04K- 99.05% |
$101K - $104K
|
10
$1K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.05K- 16.01% |
$102K - $105K
|
5.51K
$551K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 19.37% |
$102K - $105K
|
4.38K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.06K- 8.86% |
$102K - $105K
|
10.9K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.06K- 13.36% |
$103K - $106K
|
6.9K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.07K- 2.17% |
$104K - $106K
|
48.2K
$4.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.07K- 4.54% |
$104K - $107K
|
22.6K
$2.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.07K- 22.05% |
$104K - $107K
|
3.79K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.08K- 1.08% |
$105K - $108K
|
99K
$9.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.09K- 0.18% |
$106K - $109K
|
596K
$59.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.09K- 11.24% |
$106K - $109K
|
8.63K
$863K
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.1K- 1.41% |
$106K - $109K
|
76.8K
$7.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.1K- 22.01% |
$107K - $110K
|
3.91K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11K- 8.97% |
$107K - $110K
|
11.2K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.11K- 2.11% |
$107K - $110K
|
51.5K
$5.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 5.01% |
$107K - $110K
|
21K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.13K- 0.82% |
$109K - $112K
|
136K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.13K- 14.04% |
$110K - $112K
|
6.92K
$692K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.14K- 4.28% |
$110K - $113K
|
25.5K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.14K- 0.47% |
$110K - $113K
|
239K
$23.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.14K- 12.87% |
$110K - $113K
|
7.71K
$771K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.15K- 4.37% |
$111K - $114K
|
25.1K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.15K- 3.19% |
$111K - $114K
|
34.9K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-1.16K- 0.88% |
$112K - $115K
|
130K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.16K- 20.14% |
$112K - $115K
|
4.59K
$459K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.18K- 3.69% |
$114K - $117K
|
30.7K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.19K- 11.76% |
$115K - $118K
|
8.92K
$892K
|
|