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 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-15.2K- 0.43% |
$1.48M - $1.53M
|
3.53M
$353M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-15.7K- 71.57% |
$1.54M - $1.58M
|
6.25K
$625K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-16.3K- 80.28% |
$1.59M - $1.64M
|
4K
$400K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-17K- 4.01% |
$1.66M - $1.71M
|
406K
$40.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-17K- 12.24% |
$1.66M - $1.71M
|
122K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-18.4K- 8.13% |
$1.8M - $1.85M
|
208K
$20.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-18.5K- 11.24% |
$1.81M - $1.87M
|
146K
$14.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-18.6K- 32.97% |
$1.81M - $1.87M
|
37.7K
$3.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-18.8K- 6.59% |
$1.84M - $1.9M
|
267K
$26.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19.3K- 63.23% |
$1.88M - $1.94M
|
11.2K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-19.3K- 72.37% |
$1.89M - $1.94M
|
7.36K
$736K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21K- 87.73% |
$2.05M - $2.12M
|
2.94K
$294K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 7.4% |
$2.13M - $2.19M
|
272K
$27.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-22.2K- 16.69% |
$2.17M - $2.23M
|
111K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-24.3K- 80.18% |
$2.38M - $2.45M
|
6.02K
$602K
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-25.1K- 1.95% |
$2.46M - $2.53M
|
1.26M
$126M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-26.3K- 64.27% |
$2.57M - $2.65M
|
14.6K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-27.2K- 2.96% |
$2.66M - $2.74M
|
892K
$89.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-27.7K- 83.19% |
$2.71M - $2.79M
|
5.6K
$560K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-27.7K- 3.99% |
$2.71M - $2.79M
|
666K
$66.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-28.7K- 28.96% |
$2.8M - $2.89M
|
70.4K
$7.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-28.9K- 31.42% |
$2.83M - $2.91M
|
63.1K
$6.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-29K- 3.33% |
$2.84M - $2.92M
|
843K
$84.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-30.4K- 27.73% |
$2.98M - $3.07M
|
79.3K
$7.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-31.8K- 12.39% |
$3.11M - $3.21M
|
225K
$22.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-36.7K- 41.87% |
$3.58M - $3.69M
|
50.9K
$5.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-38.3K- 3.63% |
$3.74M - $3.86M
|
1.02M
$102M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-39.2K- 2.06% |
$3.83M - $3.95M
|
1.87M
$187M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-39.7K- 3.62% |
$3.88M - $4M
|
1.06M
$106M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-40.1K- 14.98% |
$3.92M - $4.04M
|
228K
$22.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-41K- 61.3% |
$4.01M - $4.13M
|
25.9K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-41.7K- 19.02% |
$4.08M - $4.2M
|
178K
$17.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-42.8K- 25.75% |
$4.19M - $4.32M
|
123K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-46.7K- 17.7% |
$4.57M - $4.71M
|
217K
$21.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-48.2K- 26.13% |
$4.71M - $4.86M
|
136K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48.6K- 9.48% |
$4.75M - $4.9M
|
464K
$46.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-49.1K- 37.92% |
$4.8M - $4.95M
|
80.4K
$8.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.7K- 13.45% |
$5.64M - $5.81M
|
371K
$37.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-59.5K- 66.35% |
$5.82M - $6M
|
30.2K
$3.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60.2K- 6.27% |
$5.89M - $6.07M
|
900K
$90M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-62.3K- 8.7% |
$6.09M - $6.27M
|
653K
$65.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-72.1K- 87.4% |
$7.04M - $7.26M
|
10.4K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-73.1K- 0.44% |
$7.15M - $7.37M
|
16.6M
$1.66B
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74.3K- 33.95% |
$7.26M - $7.48M
|
144K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-80.6K- 28.89% |
$7.88M - $8.12M
|
198K
$19.8M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-83.9K- 20.4% |
$8.2M - $8.45M
|
327K
$32.7M
|
|
|
Nov 13, 2025
Q3 2025
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-86K- 22.41% |
$8.41M - $8.66M
|
298K
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-87.3K- 30.31% |
$8.53M - $8.8M
|
201K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-89K- 77.8% |
$8.7M - $8.97M
|
25.4K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-97.8K- 0.82% |
$9.56M - $9.85M
|
11.9M
$1.19B
|
|