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 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-37.4KClosed |
$3.73M - $3.78M
|
0
$0
|
|
|
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 07, 2026
Q4 2025
|
Innova Wealth Partners
|
SELL
|
- |
-4.35K- 7.95% |
$435K - $441K
|
50.4K
$5.04M
|
|
|
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 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 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.01K- 9.09% |
$101K - $102K
|
10.1K
$1.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-518- 3.68% |
$51.7K - $52.5K
|
13.6K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-446- 58.84% |
$44.5K - $45.2K
|
312
$31.2K
|
|
|
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 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 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-40- 0.6% |
$3.99K - $4.05K
|
6.63K
$663K
|
|
| 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
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.55M- 44.93% |
$151M - $156M
|
1.89M
$189M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.53M- 98.92% |
$149M - $154M
|
16.7K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.47M- 1.01% |
$144M - $148M
|
144M
$14.4B
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.45M- 8.94% |
$142M - $146M
|
14.8M
$1.48B
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.39M- 98.64% |
$136M - $140M
|
19.2K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.26M- 16.16% |
$123M - $127M
|
6.53M
$653M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-740K- 99.85% |
$72.3M - $74.5M
|
1.14K
$114K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-679K- 84.13% |
$66.4M - $68.4M
|
128K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-648K- 87.74% |
$63.3M - $65.3M
|
90.5K
$9.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-612K- 6.13% |
$59.8M - $61.7M
|
9.37M
$937M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-526K- 78.82% |
$51.4M - $53M
|
141K
$14.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-523K- 34.04% |
$51.1M - $52.7M
|
1.01M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-404K- 3.26% |
$39.5M - $40.7M
|
12M
$1.2B
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-402K- 25.18% |
$39.2M - $40.5M
|
1.19M
$119M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-331K- 94.29% |
$32.4M - $33.4M
|
20.1K
$2.01M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-326K- 82.35% |
$31.8M - $32.8M
|
69.8K
$6.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-307K- 9.86% |
$30M - $30.9M
|
2.8M
$280M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-300K- 65.63% |
$29.4M - $30.3M
|
157K
$15.7M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-288K- 49.15% |
$28.1M - $29M
|
298K
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-282K- 67.15% |
$27.6M - $28.5M
|
138K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-234K- 22.86% |
$22.9M - $23.6M
|
789K
$78.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Passaic Partners LLC
|
SELL
|
- |
-226K- 55.38% |
$22.1M - $22.8M
|
182K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-221K- 22.12% |
$21.6M - $22.3M
|
779K
$77.9M
|
|