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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-273- 27.52% |
$26.7K - $27.5K
|
719
$71.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-271- 1.25% |
$26.5K - $27.3K
|
21.5K
$2.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-268- 7.33% |
$26.2K - $27K
|
3.39K
$339K
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-257- 8.6% |
$25.1K - $25.9K
|
2.73K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-252- 2.02% |
$24.6K - $25.4K
|
12.2K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-252- 4.14% |
$24.6K - $25.4K
|
5.83K
$583K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-250- 9.94% |
$24.4K - $25.2K
|
2.27K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-249- 3.35% |
$24.3K - $25.1K
|
7.19K
$719K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-243- 4.36% |
$23.8K - $24.5K
|
5.34K
$534K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-239- 8.37% |
$23.4K - $24.1K
|
2.62K
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-239- 9.88% |
$23.4K - $24.1K
|
2.18K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-238- 6.77% |
$23.3K - $24K
|
3.28K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-235- 6.57% |
$23K - $23.7K
|
3.34K
$334K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-233- 7.64% |
$22.8K - $23.5K
|
2.82K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-229- 2.53% |
$22.4K - $23.1K
|
8.84K
$884K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-227- 3.12% |
$22.2K - $22.9K
|
7.05K
$705K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-221- 0.29% |
$21.6K - $22.3K
|
75.9K
$7.59M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-220- 6.55% |
$21.5K - $22.2K
|
3.14K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-218- 8.18% |
$21.3K - $22K
|
2.45K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-217- 3.04% |
$21.2K - $21.9K
|
6.91K
$691K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-215- 5.22% |
$21K - $21.7K
|
3.91K
$391K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-213- 3.24% |
$20.8K - $21.5K
|
6.37K
$637K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-210- 4.56% |
$20.5K - $21.2K
|
4.4K
$440K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-204- 7.33% |
$19.9K - $20.6K
|
2.58K
$258K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-204- 8.49% |
$19.9K - $20.6K
|
2.2K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-202- 0.5% |
$19.7K - $20.4K
|
40K
$4M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-201- 1.78% |
$19.6K - $20.3K
|
11.1K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-200- 7.05% |
$19.6K - $20.2K
|
2.64K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-193- 0.14% |
$18.9K - $19.4K
|
138K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-189- 1.35% |
$18.5K - $19K
|
13.8K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-188- 1.48% |
$18.4K - $18.9K
|
12.5K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-186- 5.97% |
$18.2K - $18.7K
|
2.93K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 10.29% |
$18.1K - $18.6K
|
1.61K
$161K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-181- 3.55% |
$17.7K - $18.2K
|
4.92K
$492K
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-176- 0.5% |
$17.2K - $17.7K
|
34.7K
$3.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-174- 66.16% |
$17K - $17.5K
|
89
$8.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-174- 2.01% |
$17K - $17.5K
|
8.48K
$848K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 5.3% |
$16.7K - $17.2K
|
3.06K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-170- 3.9% |
$16.6K - $17.1K
|
4.19K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-170- 0.59% |
$16.6K - $17.1K
|
28.4K
$2.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-164- 5.09% |
$16K - $16.5K
|
3.06K
$306K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-162- 2.54% |
$15.8K - $16.3K
|
6.21K
$621K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-161- 0.74% |
$15.7K - $16.2K
|
21.6K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-153- 3.18% |
$15K - $15.4K
|
4.66K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-147- 2.99% |
$14.4K - $14.8K
|
4.77K
$477K
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-143- 0.2% |
$14K - $14.4K
|
71.6K
$7.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-143- 5.16% |
$14K - $14.4K
|
2.63K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-142- 1.56% |
$13.9K - $14.3K
|
8.94K
$894K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-138- 0.53% |
$13.5K - $13.9K
|
25.7K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-138- 3.36% |
$13.5K - $13.9K
|
3.97K
$397K
|
|