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 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
4.66K+ 2.11% |
$466K - $472K
|
226K
$22.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.64K+ 40.5% |
$464K - $470K
|
16.1K
$1.61M
|
|
|
Jan 28, 2026
Q4 2025
|
Old National Bancorp
|
BUY
|
- |
4.63K+ 0.63% |
$462K - $469K
|
744K
$74.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4.57K+ 1.75% |
$456K - $463K
|
266K
$26.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.43K+ 1.78% |
$442K - $449K
|
253K
$25.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.42KNew |
$441K - $447K
|
4.42K
$442K
|
|
|
Jan 29, 2026
Q4 2025
|
James Investment Research Inc
|
BUY
|
- |
4.42K+ 7.91% |
$441K - $447K
|
60.3K
$6.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.33K+ 1.23% |
$432K - $438K
|
357K
$35.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.3K+ 13.3% |
$430K - $436K
|
36.6K
$3.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.27K+ 3.05% |
$427K - $433K
|
144K
$14.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.25K+ 11.25% |
$424K - $430K
|
42K
$4.2M
|
|
|
Jan 30, 2026
Q4 2025
|
Aries Wealth Management
|
BUY
|
- |
4.23K+ 19.19% |
$422K - $428K
|
26.3K
$2.63M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
4.23K+ 1.62% |
$422K - $428K
|
265K
$26.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
4.13K+ 15.0% |
$412K - $418K
|
31.6K
$3.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
4.12K+ 2.5% |
$412K - $417K
|
169K
$16.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.09KNew |
$409K - $414K
|
4.09K
$409K
|
|
|
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 28, 2026
Q4 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
3.98K+ 8.76% |
$398K - $403K
|
49.4K
$4.94M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.98K+ 1.03% |
$397K - $403K
|
389K
$38.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.97K+ 6.95% |
$396K - $402K
|
61K
$6.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.95KNew |
$394K - $400K
|
3.95K
$395K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.94K+ 141.77% |
$394K - $399K
|
6.73K
$673K
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.92K+ 16.07% |
$391K - $396K
|
28.3K
$2.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.89K+ 10.06% |
$388K - $394K
|
42.5K
$4.25M
|
|
|
Jan 27, 2026
Q4 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
3.87K+ 0.08% |
$386K - $392K
|
4.59M
$459M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.82K+ 8.71% |
$381K - $387K
|
47.6K
$4.76M
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$379K - $384K
|
3.8K
$380K
|
|
|
Jan 26, 2026
Q4 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.79KNew |
$379K - $384K
|
3.79K
$379K
|
|
|
Jan 23, 2026
Q4 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.66K+ 1.04% |
$366K - $371K
|
357K
$35.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
3.56KNew |
$356K - $361K
|
3.56K
$356K
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.54K+ 4.03% |
$354K - $359K
|
91.5K
$9.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$351K - $356K
|
3.52K
$352K
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Trust CO
|
BUY
|
- |
3.5K+ 10.4% |
$349K - $354K
|
37.1K
$3.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.45K+ 59.22% |
$345K - $350K
|
9.28K
$928K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
3.44K+ 15.82% |
$343K - $348K
|
25.2K
$2.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.42K+ 40.17% |
$342K - $346K
|
11.9K
$1.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.29K+ 4.29% |
$329K - $333K
|
80K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.23K+ 34.11% |
$323K - $327K
|
12.7K
$1.27M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.2K+ 8.61% |
$320K - $324K
|
40.4K
$4.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
3.18K+ 0.06% |
$318K - $322K
|
5.49M
$549M
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.18K+ 92.46% |
$317K - $322K
|
6.62K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.13K+ 30.22% |
$313K - $317K
|
13.5K
$1.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.1K+ 16.41% |
$309K - $314K
|
22K
$2.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.06K+ 6.28% |
$306K - $310K
|
51.8K
$5.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.05KNew |
$304K - $309K
|
3.05K
$305K
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.05KNew |
$304K - $308K
|
3.05K
$305K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.03KNew |
$303K - $307K
|
3.03K
$303K
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.03K+ 7.7% |
$302K - $307K
|
42.4K
$4.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
3.01KNew |
$300K - $304K
|
3.01K
$301K
|
|