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 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.84K+ 19.17% |
$669K - $690K
|
42.5K
$4.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.8K+ 1.01% |
$664K - $685K
|
682K
$68.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
6.66K+ 24.71% |
$651K - $671K
|
33.6K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.59K+ 3.23% |
$644K - $664K
|
211K
$21.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.56K+ 8.11% |
$641K - $660K
|
87.4K
$8.74M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
6.54KNew |
$639K - $659K
|
6.54K
$654K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
6.53K+ 4.07% |
$639K - $658K
|
167K
$16.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.51K+ 6.23% |
$636K - $655K
|
111K
$11.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.46K+ 1.32% |
$631K - $651K
|
496K
$49.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.44K+ 41.57% |
$630K - $649K
|
21.9K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.42K+ 83.21% |
$628K - $647K
|
14.1K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.39K+ 1.79% |
$625K - $644K
|
363K
$36.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
6.31K+ 18.9% |
$617K - $636K
|
39.7K
$3.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
6.27K+ 3.7% |
$613K - $631K
|
176K
$17.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.18K+ 3.91% |
$604K - $623K
|
164K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.07K+ 30.16% |
$594K - $612K
|
26.2K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.06K+ 5.57% |
$592K - $610K
|
115K
$11.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.05K+ 20.42% |
$592K - $610K
|
35.7K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.04K+ 3.68% |
$590K - $608K
|
170K
$17M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6K+ 74.88% |
$587K - $605K
|
14K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.99KNew |
$585K - $603K
|
5.99K
$599K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.93K+ 16.15% |
$580K - $598K
|
42.7K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.92K+ 5.15% |
$579K - $596K
|
121K
$12.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.88K+ 5.49% |
$575K - $592K
|
113K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 9.87% |
$568K - $586K
|
64.7K
$6.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.8K+ 4.41% |
$567K - $584K
|
137K
$13.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.76K+ 95.33% |
$563K - $580K
|
11.8K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.73K+ 5.05% |
$560K - $578K
|
119K
$11.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.7KNew |
$557K - $574K
|
5.7K
$570K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 2.01% |
$554K - $571K
|
287K
$28.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.55K+ 12.83% |
$542K - $559K
|
48.8K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5.55K+ 3.14% |
$542K - $559K
|
182K
$18.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.53K+ 13.88% |
$540K - $557K
|
45.3K
$4.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 26.21% |
$538K - $555K
|
26.5K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.47K+ 3.31% |
$534K - $551K
|
170K
$17M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.42K+ 2.82% |
$530K - $546K
|
198K
$19.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
5.41K+ 3.51% |
$529K - $545K
|
159K
$15.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.39K+ 1.94% |
$527K - $543K
|
282K
$28.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5.37KNew |
$524K - $541K
|
5.37K
$537K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 4.66% |
$524K - $540K
|
120K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.32K+ 53.65% |
$520K - $536K
|
15.2K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.28K+ 21.05% |
$516K - $532K
|
30.4K
$3.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.28K+ 9.66% |
$516K - $532K
|
59.9K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.26K+ 61.97% |
$515K - $530K
|
13.8K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
5.2K+ 4.71% |
$508K - $524K
|
116K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.17K+ 1.74% |
$506K - $521K
|
303K
$30.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.16KNew |
$505K - $520K
|
5.16K
$516K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.12K+ 15.15% |
$501K - $516K
|
38.9K
$3.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
5.11K+ 5.9% |
$500K - $515K
|
91.8K
$9.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.11K+ 4.18% |
$500K - $515K
|
128K
$12.8M
|
|