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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-72- 3.02% |
$6.97K - $7.16K
|
2.31K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-70- 2.77% |
$6.78K - $6.96K
|
2.46K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-65- 1.72% |
$6.29K - $6.46K
|
3.72K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-60- 0.5% |
$5.81K - $5.97K
|
11.8K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-58- 14.91% |
$5.62K - $5.77K
|
331
$33.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-53- 24.2% |
$5.13K - $5.27K
|
166
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-34- 0.28% |
$3.29K - $3.38K
|
12K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-34- 68.0% |
$3.29K - $3.38K
|
16
$1.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-28- 4.91% |
$2.71K - $2.78K
|
542
$54.2K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-26- 0.7% |
$2.52K - $2.59K
|
3.67K
$367K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-25- 1.16% |
$2.42K - $2.49K
|
2.12K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 0.71% |
$1.94K - $1.99K
|
2.8K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-19- 0.18% |
$1.84K - $1.89K
|
10.4K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-16- 0.73% |
$1.55K - $1.59K
|
2.16K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.74% |
$1.45K - $1.49K
|
2.03K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-12- 0.14% |
$1.16K - $1.19K
|
8.3K
$830K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7- 0.27% |
$678 - $696
|
2.61K
$261K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-62.7K- 91.2% |
$6.01M - $6.22M
|
6.05K
$605K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-14K- 17.44% |
$1.34M - $1.39M
|
66.2K
$6.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 12.58% |
$1.34M - $1.38M
|
97K
$9.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.5K- 93.48% |
$1.11M - $1.15M
|
805
$80.5K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-11.2K- 84.32% |
$1.07M - $1.11M
|
2.08K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.68K- 70.94% |
$928K - $961K
|
3.97K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.93K- 36.0% |
$568K - $588K
|
10.5K
$1.05M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.69K- 65.88% |
$450K - $466K
|
2.43K
$243K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4.2K- 95.37% |
$403K - $417K
|
204
$20.4K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.81K- 57.6% |
$270K - $279K
|
2.07K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.64K- 10.73% |
$253K - $262K
|
22K
$2.2M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-2.62KClosed |
$251K - $260K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.49K- 44.27% |
$239K - $247K
|
3.14K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 32.95% |
$217K - $225K
|
4.6K
$460K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.24K- 45.06% |
$214K - $222K
|
2.73K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.53K- 38.28% |
$147K - $152K
|
2.47K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.17K- 16.49% |
$112K - $116K
|
5.93K
$593K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-944- 26.06% |
$90.5K - $93.7K
|
2.68K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-775- 26.96% |
$74.3K - $76.9K
|
2.1K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-689- 22.74% |
$66K - $68.4K
|
2.34K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-680- 48.57% |
$65.2K - $67.5K
|
720
$72K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-677- 18.0% |
$64.9K - $67.2K
|
3.08K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-670- 17.09% |
$64.2K - $66.5K
|
3.25K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-588- 22.07% |
$56.4K - $58.4K
|
2.08K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-560- 13.97% |
$53.7K - $55.6K
|
3.45K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-513- 99.81% |
$49.2K - $50.9K
|
1
$100
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500- 4.46% |
$47.9K - $49.6K
|
10.7K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-354- 63.21% |
$33.9K - $35.1K
|
206
$20.6K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-305- 50.41% |
$29.2K - $30.3K
|
300
$30K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-302- 67.87% |
$28.9K - $30K
|
143
$14.3K
|
|