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 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
237K+ 9.89% |
$23.2M - $23.9M
|
2.63M
$263M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
214K+ 6.68% |
$20.9M - $21.5M
|
3.41M
$341M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
214K+ 1529.76% |
$20.9M - $21.5M
|
228K
$22.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
181K+ 4.09% |
$17.7M - $18.2M
|
4.6M
$460M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
180KNew |
$17.6M - $18.2M
|
180K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
180K+ 19.36% |
$17.6M - $18.1M
|
1.11M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
177K+ 5.96% |
$17.3M - $17.8M
|
3.14M
$314M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
174K+ 40.05% |
$17M - $17.5M
|
609K
$60.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
170K+ 25.89% |
$16.6M - $17.2M
|
828K
$82.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
162K+ 15.19% |
$15.8M - $16.3M
|
1.23M
$123M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
158K+ 50.71% |
$15.4M - $15.9M
|
470K
$47M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
157KNew |
$15.3M - $15.8M
|
157K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
152K+ 16.43% |
$14.9M - $15.3M
|
1.08M
$108M
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
147K+ 23.76% |
$14.4M - $14.8M
|
767K
$76.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
141K+ 42.43% |
$13.8M - $14.2M
|
473K
$47.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
139K+ 16.34% |
$13.6M - $14M
|
990K
$99M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
139KNew |
$13.5M - $14M
|
139K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
136K+ 35.59% |
$13.3M - $13.7M
|
518K
$51.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
127K+ 35.33% |
$12.4M - $12.8M
|
486K
$48.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
126K+ 244.75% |
$12.3M - $12.7M
|
178K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
121KNew |
$11.8M - $12.2M
|
121K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
119K+ 47.04% |
$11.6M - $12M
|
372K
$37.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
116K+ 5.62% |
$11.3M - $11.7M
|
2.18M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
116K+ 2446.11% |
$11.3M - $11.7M
|
121K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116K+ 5.23% |
$11.3M - $11.7M
|
2.33M
$233M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
114K+ 9.51% |
$11.2M - $11.5M
|
1.32M
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
113KNew |
$11M - $11.4M
|
113K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
112K+ 37.78% |
$11M - $11.3M
|
409K
$40.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
110K+ 6.28% |
$10.7M - $11.1M
|
1.86M
$186M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
109KNew |
$10.7M - $11M
|
109K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
106K+ 205.41% |
$10.4M - $10.7M
|
157K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 8.65% |
$10.2M - $10.5M
|
1.31M
$131M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101K+ 55.27% |
$9.91M - $10.2M
|
285K
$28.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101K+ 5.93% |
$9.89M - $10.2M
|
1.81M
$181M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
97K+ 165.3% |
$9.48M - $9.77M
|
156K
$15.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
95K+ 41.55% |
$9.29M - $9.57M
|
324K
$32.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
94.8KNew |
$9.26M - $9.55M
|
94.8K
$9.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
93.3KNew |
$9.12M - $9.4M
|
93.3K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.1K+ 5.18% |
$9.1M - $9.38M
|
1.89M
$189M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
92K+ 28.27% |
$9M - $9.27M
|
418K
$41.8M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
91.8KNew |
$8.97M - $9.24M
|
91.8K
$9.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
91.7K+ 6.87% |
$8.97M - $9.24M
|
1.43M
$143M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
91.2K+ 4494.97% |
$8.92M - $9.19M
|
93.2K
$9.32M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
91K+ 24.57% |
$8.9M - $9.17M
|
461K
$46.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
89.9K+ 12.24% |
$8.79M - $9.06M
|
825K
$82.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
88.8K+ 3.46% |
$8.68M - $8.95M
|
2.65M
$265M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
85.8K+ 57.48% |
$8.39M - $8.65M
|
235K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
85.3KNew |
$8.34M - $8.6M
|
85.3K
$8.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
85.2K+ 18.72% |
$8.33M - $8.59M
|
541K
$54.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
84.5K+ 864.15% |
$8.26M - $8.52M
|
94.3K
$9.43M
|
|