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
|
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 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-295- 1.55% |
$29.5K - $29.9K
|
18.8K
$1.88M
|
|
|
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 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-225- 0.61% |
$22.5K - $22.8K
|
36.8K
$3.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-200- 5.75% |
$20K - $20.3K
|
3.28K
$328K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-197- 8.05% |
$19.7K - $20K
|
2.25K
$225K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-166- 1.49% |
$16.6K - $16.8K
|
11K
$1.1M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-162- 30.92% |
$16.2K - $16.4K
|
362
$36.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 5.93% |
$14.9K - $15.1K
|
2.36K
$236K
|
|
|
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 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 0.15% |
$4.39K - $4.46K
|
29.5K
$2.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-40- 0.6% |
$3.99K - $4.05K
|
6.63K
$663K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-35- 0.35% |
$3.5K - $3.54K
|
9.9K
$990K
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.55M- 44.93% |
$151M - $156M
|
1.89M
$189M
|
|
|
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
|
|