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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 73.52% |
$1.24M - $1.28M
|
29.9K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
12.6K+ 2.41% |
$1.23M - $1.27M
|
535K
$53.5M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.23M - $1.26M
|
12.5K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3K+ 6.55% |
$1.2M - $1.24M
|
200K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 8.94% |
$1.19M - $1.22M
|
148K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.1K+ 3.4% |
$1.18M - $1.21M
|
367K
$36.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
12K+ 99.01% |
$1.17M - $1.21M
|
24K
$2.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12K+ 10.27% |
$1.17M - $1.2M
|
128K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.7K+ 68.14% |
$1.15M - $1.18M
|
28.9K
$2.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7K+ 22.95% |
$1.15M - $1.18M
|
62.8K
$6.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.7K+ 6.65% |
$1.15M - $1.18M
|
188K
$18.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.5KNew |
$1.12M - $1.15M
|
11.5K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 18.67% |
$1.12M - $1.15M
|
72.9K
$7.29M
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
11.3K+ 115.05% |
$1.11M - $1.14M
|
21.1K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.3K+ 6.99% |
$1.1M - $1.14M
|
173K
$17.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3K+ 59.2% |
$1.1M - $1.14M
|
30.3K
$3.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$1.1M - $1.14M
|
11.3K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.2K+ 64.01% |
$1.1M - $1.13M
|
28.8K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
11.2K+ 11.86% |
$1.09M - $1.13M
|
106K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11.2K+ 6.34% |
$1.09M - $1.12M
|
187K
$18.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 4.12% |
$1.08M - $1.12M
|
280K
$28M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9K+ 18.82% |
$1.07M - $1.1M
|
68.9K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10.9K+ 2.88% |
$1.07M - $1.1M
|
389K
$38.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$1.06M - $1.09M
|
10.8K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 1.52% |
$1.05M - $1.09M
|
721K
$72.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.7K+ 0.25% |
$1.05M - $1.08M
|
4.34M
$434M
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
10.7K+ 42.92% |
$1.05M - $1.08M
|
35.6K
$3.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
10.7K+ 15.69% |
$1.04M - $1.07M
|
78.6K
$7.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.6K+ 12.71% |
$1.04M - $1.07M
|
94.4K
$9.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.6K+ 14.91% |
$1.04M - $1.07M
|
82K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
10.6K+ 8.58% |
$1.04M - $1.07M
|
134K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.6K+ 15.43% |
$1.04M - $1.07M
|
79.4K
$7.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
10.6K+ 4.43% |
$1.03M - $1.07M
|
249K
$24.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
10.4K+ 36.32% |
$1.01M - $1.05M
|
39K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.4K+ 225.87% |
$1.01M - $1.04M
|
15K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10.3K+ 8.57% |
$1.01M - $1.04M
|
130K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10.3K+ 5.61% |
$1M - $1.03M
|
193K
$19.3M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
10.2K+ 4.8% |
$993K - $1.02M
|
222K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
10K+ 4.99% |
$980K - $1.01M
|
211K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
10KNew |
$980K - $1.01M
|
10K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10K+ 2.14% |
$979K - $1.01M
|
479K
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10K+ 12.28% |
$978K - $1.01M
|
91.5K
$9.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.92K+ 6.09% |
$970K - $1M
|
173K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.91KNew |
$969K - $999K
|
9.91K
$991K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.87KNew |
$965K - $994K
|
9.87K
$987K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
9.86K+ 35.02% |
$964K - $994K
|
38K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
9.68K+ 19.72% |
$947K - $976K
|
58.8K
$5.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
9.51K+ 13.8% |
$930K - $958K
|
78.4K
$7.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
9.48K+ 10.06% |
$927K - $956K
|
104K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.38K+ 21.29% |
$917K - $945K
|
53.4K
$5.34M
|
|