Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.51M+ 8.32% |
$151M - $153M
|
19.6M
$1.96B
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
367K+ 17.98% |
$36.7M - $37.2M
|
2.41M
$241M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
142K+ 8.68% |
$14.1M - $14.3M
|
1.77M
$177M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
58.3K+ 0.24% |
$5.82M - $5.91M
|
24.5M
$2.45B
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
57.8K+ 49.99% |
$5.77M - $5.85M
|
173K
$17.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
53.4KNew |
$5.33M - $5.41M
|
53.4K
$5.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
52.9K+ 28.99% |
$5.28M - $5.35M
|
235K
$23.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41.6K+ 7.65% |
$4.16M - $4.22M
|
586K
$58.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
39.2KNew |
$3.91M - $3.97M
|
39.2K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.6K+ 257.76% |
$3.65M - $3.7M
|
50.8K
$5.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
36.4K+ 200.94% |
$3.64M - $3.69M
|
54.5K
$5.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33.3K+ 7.91% |
$3.32M - $3.37M
|
454K
$45.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29K+ 9.55% |
$2.89M - $2.93M
|
332K
$33.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.7K+ 4.54% |
$2.77M - $2.81M
|
638K
$63.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
27.1K+ 30.21% |
$2.7M - $2.74M
|
117K
$11.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.5K+ 9.5% |
$2.65M - $2.68M
|
305K
$30.5M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
25.6K+ 13.26% |
$2.56M - $2.6M
|
219K
$21.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25.4K+ 22.29% |
$2.53M - $2.57M
|
139K
$13.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
21.9K+ 4.9% |
$2.19M - $2.22M
|
470K
$47M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19.1K+ 1.86% |
$1.91M - $1.94M
|
1.05M
$105M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
16.7K+ 18.79% |
$1.66M - $1.69M
|
105K
$10.5M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
16.1K+ 7.28% |
$1.61M - $1.63M
|
238K
$23.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.8K+ 134.69% |
$1.58M - $1.6M
|
27.6K
$2.76M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.4K+ 6.45% |
$1.24M - $1.25M
|
205K
$20.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 74.94% |
$1.12M - $1.13M
|
26.2K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.5K+ 21.57% |
$1.04M - $1.06M
|
59K
$5.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.55K+ 21.84% |
$854K - $866K
|
47.7K
$4.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.52K+ 12.34% |
$851K - $863K
|
77.6K
$7.76M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
7.94K+ 6.57% |
$793K - $804K
|
129K
$12.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.39K+ 6.54% |
$738K - $748K
|
120K
$12M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
7.36KNew |
$735K - $745K
|
7.36K
$736K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.21K+ 27.33% |
$720K - $730K
|
33.6K
$3.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
7.19K+ 170.91% |
$718K - $728K
|
11.4K
$1.14M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.77K+ 170.97% |
$676K - $685K
|
10.7K
$1.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 5.55% |
$666K - $676K
|
127K
$12.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.12KNew |
$612K - $620K
|
6.12K
$612K
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
5.89K+ 4.63% |
$588K - $596K
|
133K
$13.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.69K+ 8.85% |
$568K - $576K
|
70K
$7M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
5.18K+ 7.44% |
$517K - $524K
|
74.8K
$7.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.16K+ 1.99% |
$515K - $522K
|
265K
$26.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
4.8K+ 3.79% |
$480K - $486K
|
132K
$13.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.74K+ 13.85% |
$473K - $480K
|
38.9K
$3.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 9.34% |
$473K - $480K
|
55.4K
$5.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.64K+ 40.5% |
$464K - $470K
|
16.1K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.42KNew |
$441K - $447K
|
4.42K
$442K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.27K+ 3.05% |
$427K - $433K
|
144K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.05KNew |
$404K - $410K
|
4.05K
$405K
|
|
|
Jan 09, 2026
Q4 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.04K+ 1.69% |
$404K - $409K
|
243K
$24.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.97K+ 6.95% |
$396K - $402K
|
61K
$6.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.89K+ 10.06% |
$388K - $394K
|
42.5K
$4.25M
|
|