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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.87M+ 187.3% |
$965M - $994M
|
15.1M
$1.51B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.12M+ 14.58% |
$794M - $818M
|
63.8M
$6.38B
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.94M+ 17.48% |
$483M - $498M
|
33.2M
$3.32B
|
|
|
Nov 14, 2025
Q3 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.1M+ 81.7% |
$401M - $413M
|
9.13M
$913M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.43M+ 196.38% |
$238M - $245M
|
3.67M
$367M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.42M+ 5.52% |
$237M - $244M
|
46.3M
$4.63B
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.91M+ 2.47% |
$187M - $193M
|
79.2M
$7.92B
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81M+ 18.46% |
$177M - $182M
|
11.6M
$1.16B
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.61M+ 54.11% |
$157M - $162M
|
4.59M
$459M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.61M+ 9.74% |
$157M - $162M
|
18.1M
$1.81B
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.5M+ 66.64% |
$147M - $151M
|
3.76M
$376M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.5M+ 6.51% |
$147M - $151M
|
24.6M
$2.46B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.34M+ 12.86% |
$131M - $135M
|
11.8M
$1.18B
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
999K+ 10.17% |
$97.6M - $101M
|
10.8M
$1.08B
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
948KNew |
$92.7M - $95.5M
|
948K
$94.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
944K+ 6.48% |
$92.3M - $95.1M
|
15.5M
$1.55B
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
785K+ 6.67% |
$76.7M - $79.1M
|
12.5M
$1.25B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
763K+ 2.5% |
$74.6M - $76.9M
|
31.2M
$3.12B
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
736K+ 15.41% |
$72M - $74.2M
|
5.51M
$551M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
712K+ 70.54% |
$69.6M - $71.8M
|
1.72M
$172M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
686K+ 52.39% |
$67.1M - $69.1M
|
2M
$200M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
640K+ 1531.05% |
$62.6M - $64.5M
|
682K
$68.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
599K+ 52.72% |
$58.5M - $60.3M
|
1.73M
$173M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
509K+ 7.67% |
$49.7M - $51.3M
|
7.14M
$714M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
508K+ 19.37% |
$49.6M - $51.2M
|
3.13M
$313M
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
407K+ 84.11% |
$39.8M - $41M
|
892K
$89.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
405K+ 45.74% |
$39.5M - $40.8M
|
1.29M
$129M
|
|
|
Oct 15, 2025
Q3 2025
|
Wealth Navi Inc.
|
BUY
|
- |
398K+ 3.98% |
$38.9M - $40.1M
|
10.4M
$1.04B
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
395KNew |
$38.7M - $39.8M
|
395K
$39.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
392K+ 5.65% |
$38.3M - $39.5M
|
7.33M
$733M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388K+ 5030.52% |
$37.9M - $39.1M
|
396K
$39.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
368K+ 55.57% |
$36M - $37.1M
|
1.03M
$103M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
368K+ 40.71% |
$36M - $37.1M
|
1.27M
$127M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
367K+ 4.5% |
$35.9M - $37M
|
8.52M
$852M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
367K+ 53.2% |
$35.9M - $37M
|
1.06M
$106M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
339KNew |
$33.1M - $34.1M
|
339K
$33.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
322K+ 90.22% |
$31.4M - $32.4M
|
678K
$67.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
318K+ 10.07% |
$31.1M - $32M
|
3.47M
$347M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
317K+ 4.73% |
$31M - $32M
|
7.02M
$702M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
301K+ 15.69% |
$29.4M - $30.3M
|
2.22M
$222M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
298KNew |
$29.1M - $30M
|
298K
$29.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
296K+ 3.25% |
$29M - $29.9M
|
9.43M
$943M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
290K+ 34.89% |
$28.4M - $29.2M
|
1.12M
$112M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
279KNew |
$27.2M - $28.1M
|
279K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
278K+ 194.78% |
$27.2M - $28M
|
421K
$42.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
269K+ 13.46% |
$26.3M - $27.1M
|
2.27M
$227M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
261KNew |
$25.5M - $26.3M
|
261K
$26.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
259K+ 10.48% |
$25.3M - $26M
|
2.73M
$273M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
251K+ 45.21% |
$24.6M - $25.3M
|
807K
$80.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
247K+ 8.84% |
$24.1M - $24.9M
|
3.04M
$304M
|
|