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 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
58.3K+ 0.24% |
$5.82M - $5.91M
|
24.5M
$2.45B
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
53.4KNew |
$5.33M - $5.41M
|
53.4K
$5.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
36.4K+ 200.94% |
$3.64M - $3.69M
|
54.5K
$5.45M
|
|
|
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 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
25.6K+ 13.26% |
$2.56M - $2.6M
|
219K
$21.9M
|
|
|
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 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 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.52K+ 12.34% |
$851K - $863K
|
77.6K
$7.76M
|
|
|
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 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 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.05KNew |
$404K - $410K
|
4.05K
$405K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.97K+ 6.95% |
$396K - $402K
|
61K
$6.1M
|
|
|
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 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.6K+ 22.39% |
$260K - $264K
|
14.2K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2.57K+ 0.54% |
$256K - $260K
|
478K
$47.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.53K+ 7.05% |
$253K - $257K
|
38.4K
$3.84M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.5KNew |
$250K - $253K
|
2.5K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.3K+ 7.53% |
$230K - $233K
|
32.9K
$3.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.29K+ 1.68% |
$228K - $231K
|
139K
$13.9M
|
|
|
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 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$211K - $214K
|
2.12K
$212K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.09K+ 37.91% |
$209K - $212K
|
7.61K
$761K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.06KNew |
$206K - $209K
|
2.06K
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.39% |
$144K - $146K
|
21K
$2.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 37.25% |
$113K - $115K
|
4.19K
$419K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.08K+ 2.49% |
$108K - $109K
|
44.4K
$4.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.04K+ 3.25% |
$103K - $105K
|
32.9K
$3.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
948+ 3.12% |
$94.7K - $96K
|
31.3K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
808+ 1.68% |
$80.7K - $81.8K
|
48.9K
$4.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
701+ 29.62% |
$70K - $71K
|
3.07K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$60.9K - $61.8K
|
610
$61K
|
|
|
Jan 06, 2026
Q4 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
479+ 0.54% |
$47.8K - $48.5K
|
89.3K
$8.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
459+ 2.75% |
$45.8K - $46.5K
|
17.2K
$1.72M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
446+ 13.38% |
$44.5K - $45.2K
|
3.78K
$378K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
255+ 10.96% |
$25.5K - $25.8K
|
2.58K
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
186New |
$18.6K - $18.8K
|
186
$18.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
70+ 20.96% |
$6.99K - $7.09K
|
404
$40.4K
|
|