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 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
37K+ 10.71% |
$3.7M - $3.75M
|
383K
$38.3M
|
|
|
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 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
36.3K+ 205.09% |
$3.62M - $3.67M
|
53.9K
$5.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
34KNew |
$3.4M - $3.45M
|
34K
$3.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33.3K+ 7.91% |
$3.32M - $3.37M
|
454K
$45.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
29.7K+ 18.16% |
$2.97M - $3.01M
|
193K
$19.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
29.6K+ 3.89% |
$2.95M - $2.99M
|
791K
$79.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
29.1KNew |
$2.9M - $2.94M
|
29.1K
$2.91M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29K+ 9.55% |
$2.89M - $2.93M
|
332K
$33.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
28.3K+ 20.63% |
$2.82M - $2.86M
|
165K
$16.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.7K+ 4.54% |
$2.77M - $2.81M
|
638K
$63.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
27.4K+ 140.9% |
$2.73M - $2.77M
|
46.8K
$4.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
27.2K+ 19.18% |
$2.72M - $2.76M
|
169K
$16.9M
|
|
|
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 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
25.9K+ 1.51% |
$2.59M - $2.62M
|
1.75M
$175M
|
|
|
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 26, 2026
Q4 2025
|
Slow Capital, Inc.
|
BUY
|
- |
24.9K+ 23.63% |
$2.49M - $2.53M
|
131K
$13.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.4K+ 11.9% |
$2.44M - $2.47M
|
230K
$23M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
24.4K+ 9.23% |
$2.44M - $2.47M
|
289K
$28.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.2K+ 5.97% |
$2.42M - $2.45M
|
429K
$42.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
23.1K+ 9.25% |
$2.3M - $2.34M
|
272K
$27.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
21.9K+ 4.9% |
$2.19M - $2.22M
|
470K
$47M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.4K+ 72.66% |
$2.13M - $2.16M
|
50.8K
$5.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
21.3K+ 346.66% |
$2.13M - $2.16M
|
27.4K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
21.1K+ 16.84% |
$2.11M - $2.14M
|
146K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
20.8K+ 26.5% |
$2.08M - $2.11M
|
99.4K
$9.94M
|
|
|
Jan 27, 2026
Q4 2025
|
Optas, LLC
|
BUY
|
- |
19.9K+ 24.18% |
$1.98M - $2.01M
|
102K
$10.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
19.6K+ 35.71% |
$1.96M - $1.98M
|
74.4K
$7.44M
|
|
|
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 27, 2026
Q4 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
18.9K+ 10.78% |
$1.89M - $1.92M
|
195K
$19.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 6.78% |
$1.83M - $1.86M
|
289K
$28.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.3K+ 7.99% |
$1.83M - $1.85M
|
247K
$24.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Ak Global Asset Management, LLC
Oakland, CA |
BUY
|
- |
18.1KNew |
$1.81M - $1.83M
|
18.1K
$1.81M
|
|
|
Jan 27, 2026
Q4 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
18.1K+ 3.24% |
$1.8M - $1.83M
|
575K
$57.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
17.4K+ 63.05% |
$1.74M - $1.76M
|
45K
$4.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
17.3K+ 7.65% |
$1.73M - $1.75M
|
244K
$24.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
17K+ 11.51% |
$1.7M - $1.73M
|
165K
$16.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
16.8K+ 13.61% |
$1.68M - $1.7M
|
140K
$14M
|
|
|
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 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
16.1K+ 9.81% |
$1.61M - $1.63M
|
180K
$18M
|
|
|
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 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 4.59% |
$1.52M - $1.54M
|
347K
$34.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
14.8KNew |
$1.48M - $1.5M
|
14.8K
$1.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14.6K+ 14.24% |
$1.46M - $1.48M
|
117K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 5.24% |
$1.43M - $1.45M
|
287K
$28.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
14.1K+ 33.06% |
$1.41M - $1.43M
|
56.7K
$5.67M
|
|