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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.8K+ 5.53% |
$4.48M - $4.62M
|
875K
$87.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
45K+ 17.52% |
$4.4M - $4.54M
|
302K
$30.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
44.1K+ 13.64% |
$4.31M - $4.44M
|
367K
$36.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44.1K+ 1.33% |
$4.31M - $4.44M
|
3.36M
$336M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
43.9KNew |
$4.29M - $4.43M
|
43.9K
$4.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.3K+ 10.38% |
$4.23M - $4.36M
|
461K
$46.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
42.3K+ 1453.14% |
$4.14M - $4.26M
|
45.2K
$4.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
42.2K+ 64.53% |
$4.12M - $4.25M
|
108K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
41.5K+ 5.18% |
$4.05M - $4.18M
|
841K
$84.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.9K+ 1.92% |
$3.99M - $4.12M
|
2.17M
$217M
|
|
|
Nov 10, 2025
Q3 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
40.8K+ 7.9% |
$3.99M - $4.11M
|
557K
$55.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
40.3K+ 51.25% |
$3.94M - $4.06M
|
119K
$11.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
40.1K+ 10.86% |
$3.92M - $4.04M
|
410K
$41M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40.1K+ 9.52% |
$3.92M - $4.04M
|
461K
$46.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
39.7K+ 8.87% |
$3.88M - $4M
|
488K
$48.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
39.6K+ 77.17% |
$3.87M - $3.99M
|
90.9K
$9.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
39.4K+ 21.72% |
$3.85M - $3.97M
|
221K
$22.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
39.2KNew |
$3.83M - $3.94M
|
39.2K
$3.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
38.9K+ 89.82% |
$3.8M - $3.92M
|
82.2K
$8.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
38.3KNew |
$3.74M - $3.85M
|
38.3K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
38KNew |
$3.71M - $3.82M
|
38K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
37.7K+ 1842.98% |
$3.68M - $3.8M
|
39.7K
$3.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36.9K+ 11.97% |
$3.61M - $3.72M
|
346K
$34.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
36.7K+ 189.82% |
$3.58M - $3.69M
|
56K
$5.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
36.6K+ 9.2% |
$3.57M - $3.68M
|
434K
$43.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
36.1KNew |
$3.53M - $3.63M
|
36.1K
$3.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
35.8K+ 7.21% |
$3.5M - $3.61M
|
533K
$53.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
35.2K+ 41.15% |
$3.44M - $3.55M
|
121K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35.1K+ 4.26% |
$3.43M - $3.54M
|
859K
$85.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.6K+ 3.8% |
$3.38M - $3.49M
|
946K
$94.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
34.6K+ 3.58% |
$3.38M - $3.48M
|
999K
$99.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
34.5KNew |
$3.38M - $3.48M
|
34.5K
$3.45M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.4K+ 2.15% |
$3.36M - $3.46M
|
1.63M
$163M
|
|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
BUY
|
- |
33.9K+ 0.62% |
$3.32M - $3.42M
|
5.49M
$549M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.9K+ 18.52% |
$3.31M - $3.41M
|
217K
$21.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
33.6KNew |
$3.28M - $3.38M
|
33.6K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
33.2K+ 113.48% |
$3.25M - $3.35M
|
62.5K
$6.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31.6K+ 8.48% |
$3.09M - $3.19M
|
405K
$40.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
31.5K+ 7.57% |
$3.08M - $3.17M
|
448K
$44.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
31.4K+ 29.41% |
$3.07M - $3.17M
|
138K
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
31K+ 27.96% |
$3.03M - $3.13M
|
142K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
31K+ 5.85% |
$3.03M - $3.12M
|
561K
$56.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
31K+ 81.42% |
$3.03M - $3.12M
|
69K
$6.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
30.3K+ 86.67% |
$2.96M - $3.05M
|
65.2K
$6.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.8K+ 2.18% |
$2.92M - $3M
|
1.4M
$140M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
29.4K+ 108.16% |
$2.88M - $2.97M
|
56.7K
$5.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
29.4K+ 4.4% |
$2.87M - $2.96M
|
697K
$69.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
28.6K+ 23.93% |
$2.79M - $2.88M
|
148K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
28.5K+ 2.88% |
$2.78M - $2.87M
|
1.02M
$102M
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
28.1K+ 37.97% |
$2.74M - $2.83M
|
102K
$10.2M
|
|