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 29, 2026
Q4 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
2.23KNew |
$223K - $226K
|
2.23K
$223K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 28.02% |
$222K - $226K
|
10.2K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.17K+ 9.68% |
$217K - $220K
|
24.6K
$2.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$216K - $219K
|
2.17K
$217K
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.16K+ 71.57% |
$215K - $218K
|
5.17K
$517K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.16K+ 29.38% |
$215K - $218K
|
9.49K
$949K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
2.15KNew |
$215K - $218K
|
2.15K
$215K
|
|
|
Jan 28, 2026
Q4 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
2.13KNew |
$213K - $216K
|
2.13K
$213K
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.12K+ 8.0% |
$212K - $215K
|
28.6K
$2.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.12KNew |
$212K - $215K
|
2.12K
$212K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$211K - $214K
|
2.12K
$212K
|
|
|
Jan 27, 2026
Q4 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.11KNew |
$211K - $214K
|
2.11K
$211K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.1KNew |
$209K - $212K
|
2.1K
$210K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 45.15% |
$209K - $212K
|
6.74K
$674K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.09K+ 37.91% |
$209K - $212K
|
7.61K
$761K
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
2.08KNew |
$208K - $211K
|
2.08K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
2.08K+ 5.24% |
$208K - $210K
|
41.8K
$4.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.08KNew |
$207K - $210K
|
2.08K
$208K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.06KNew |
$206K - $209K
|
2.06K
$206K
|
|
|
Jan 26, 2026
Q4 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.06KNew |
$206K - $209K
|
2.06K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.04K+ 5.23% |
$203K - $206K
|
41K
$4.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.01KNew |
$201K - $204K
|
2.01K
$201K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.01K+ 9.16% |
$201K - $203K
|
23.9K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 14.45% |
$200K - $202K
|
15.8K
$1.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.96K+ 5.63% |
$196K - $198K
|
36.7K
$3.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.95K+ 3.94% |
$194K - $197K
|
51.3K
$5.13M
|
|
|
Jan 30, 2026
Q4 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.92K+ 51.21% |
$192K - $194K
|
5.67K
$567K
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.91K+ 1.14% |
$191K - $194K
|
170K
$17M
|
|
|
Jan 30, 2026
Q4 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.89K+ 11.34% |
$188K - $191K
|
18.5K
$1.85M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.87K+ 16.11% |
$187K - $189K
|
13.5K
$1.35M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.85K+ 4.01% |
$185K - $188K
|
48K
$4.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.7K+ 1.93% |
$170K - $172K
|
90.1K
$9.01M
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.7K+ 0.5% |
$170K - $172K
|
341K
$34.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.68K+ 11.56% |
$168K - $170K
|
16.2K
$1.62M
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.67K+ 5.13% |
$167K - $169K
|
34.3K
$3.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.66K+ 33.72% |
$166K - $168K
|
6.58K
$658K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.61K+ 11.28% |
$160K - $163K
|
15.8K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 11.89% |
$160K - $163K
|
15.1K
$1.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.55K+ 1.25% |
$155K - $157K
|
126K
$12.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.53K+ 1.98% |
$152K - $154K
|
78.4K
$7.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1.52K+ 1.76% |
$152K - $154K
|
87.9K
$8.79M
|
|
|
Jan 23, 2026
Q4 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.51K+ 24.17% |
$150K - $153K
|
7.74K
$774K
|
|
|
Jan 29, 2026
Q4 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.51K+ 17.04% |
$150K - $152K
|
10.3K
$1.03M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.48K+ 22.09% |
$148K - $150K
|
8.16K
$816K
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.47K+ 1.56% |
$147K - $149K
|
95.9K
$9.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.39% |
$144K - $146K
|
21K
$2.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.43KNew |
$143K - $145K
|
1.43K
$143K
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.43K+ 4.05% |
$143K - $145K
|
36.7K
$3.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 1.28% |
$141K - $143K
|
112K
$11.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.39K+ 0.59% |
$139K - $141K
|
235K
$23.5M
|
|