Latest Institutional Sells of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-272K- 49.16% |
$27.2M - $27.6M
|
282K
$28.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-126K- 20.34% |
$12.6M - $12.8M
|
495K
$49.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-44K- 15.15% |
$4.4M - $4.46M
|
247K
$24.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-37.4KClosed |
$3.73M - $3.78M
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18.8K- 44.1% |
$1.88M - $1.9M
|
23.8K
$2.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 9.91% |
$1.58M - $1.6M
|
144K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-14.6K- 16.09% |
$1.46M - $1.48M
|
76K
$7.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.03K- 13.15% |
$702K - $711K
|
46.4K
$4.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
SELL
|
- |
-4.35K- 7.95% |
$435K - $441K
|
50.4K
$5.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.25K- 0.47% |
$324K - $329K
|
694K
$69.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.71K- 0.54% |
$270K - $274K
|
500K
$50M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.27K- 31.34% |
$227K - $230K
|
4.98K
$498K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.27K- 26.66% |
$227K - $230K
|
6.26K
$626K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
SELL
|
- |
-2.25K- 20.26% |
$225K - $228K
|
8.86K
$886K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.76K- 19.89% |
$176K - $178K
|
7.09K
$709K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.32K- 1.64% |
$131K - $133K
|
78.9K
$7.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.22K- 31.22% |
$122K - $124K
|
2.69K
$269K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.18K- 0.31% |
$118K - $120K
|
383K
$38.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.1K- 4.15% |
$110K - $111K
|
25.4K
$2.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.01K- 9.09% |
$101K - $102K
|
10.1K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-959- 2.31% |
$95.8K - $97.1K
|
40.5K
$4.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-760- 26.99% |
$75.9K - $77K
|
2.06K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-660- 0.46% |
$65.9K - $66.8K
|
142K
$14.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-545- 2.17% |
$54.4K - $55.2K
|
24.6K
$2.46M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-518- 3.68% |
$51.7K - $52.5K
|
13.6K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-500- 6.4% |
$49.9K - $50.6K
|
7.31K
$731K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-446- 58.84% |
$44.5K - $45.2K
|
312
$31.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-396- 1.02% |
$39.5K - $40.1K
|
38.4K
$3.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-390- 3.15% |
$38.9K - $39.5K
|
12K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-364- 8.37% |
$36.4K - $36.9K
|
3.98K
$398K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-331- 12.24% |
$33.1K - $33.5K
|
2.37K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-299- 10.69% |
$29.9K - $30.3K
|
2.5K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-294- 2.55% |
$29.4K - $29.8K
|
11.2K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-239- 8.24% |
$23.9K - $24.2K
|
2.66K
$266K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-200- 5.75% |
$20K - $20.3K
|
3.28K
$328K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-162- 30.92% |
$16.2K - $16.4K
|
362
$36.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-111- 96.52% |
$11.1K - $11.2K
|
4
$400
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-46- 0.92% |
$4.59K - $4.66K
|
4.95K
$495K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-40- 0.6% |
$3.99K - $4.05K
|
6.63K
$663K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-21- 0.64% |
$2.1K - $2.13K
|
3.26K
$326K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 0.51% |
$1.6K - $1.62K
|
3.15K
$315K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-13- 0.42% |
$1.3K - $1.32K
|
3.05K
$305K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2M- 35.33% |
$1.87B - $1.93B
|
35.1M
$3.51B
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.5M- 60.59% |
$1.12B - $1.16B
|
7.47M
$747M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.21M- 92.79% |
$900M - $928M
|
716K
$71.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.79M- 34.06% |
$273M - $281M
|
5.4M
$540M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.68M- 27.07% |
$262M - $270M
|
7.23M
$723M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.34M- 43.85% |
$229M - $236M
|
3M
$300M
|
|
|
Nov 14, 2025
Q3 2025
|
Arizona Psprs Trust
Phoenix, AZ |
SELL
|
- |
-2.31M- 17.17% |
$226M - $233M
|
11.1M
$1.11B
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.63M- 3.71% |
$160M - $165M
|
42.4M
$4.24B
|
|