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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.01K- 0.72% |
$197K - $203K
|
279K
$27.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.01K- 43.43% |
$196K - $202K
|
2.62K
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.99K- 2.45% |
$195K - $200K
|
79.1K
$7.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.96K- 20.28% |
$192K - $198K
|
7.72K
$772K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94K- 0.99% |
$190K - $196K
|
194K
$19.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.9K- 98.14% |
$186K - $191K
|
36
$3.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.9K- 8.54% |
$185K - $191K
|
20.3K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-1.89K- 1.08% |
$185K - $190K
|
174K
$17.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.84K- 28.33% |
$180K - $185K
|
4.66K
$466K
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-1.82K- 6.83% |
$178K - $184K
|
24.9K
$2.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.82K- 3.72% |
$178K - $183K
|
47.2K
$4.72M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.73K- 3.8% |
$169K - $174K
|
43.7K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.71K- 1.23% |
$167K - $172K
|
137K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.71K- 37.26% |
$167K - $172K
|
2.87K
$287K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 17.76% |
$167K - $172K
|
7.9K
$790K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.7K- 12.74% |
$166K - $171K
|
11.6K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.69K- 3.44% |
$165K - $170K
|
47.5K
$4.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.66K- 0.63% |
$162K - $167K
|
262K
$26.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.65K- 7.41% |
$161K - $166K
|
20.6K
$2.06M
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.64K- 12.85% |
$161K - $166K
|
11.2K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.64K- 77.91% |
$160K - $165K
|
465
$46.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.61K- 13.51% |
$158K - $163K
|
10.3K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.55K- 5.21% |
$152K - $156K
|
28.2K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.54K- 27.17% |
$150K - $155K
|
4.11K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.51K- 21.19% |
$147K - $152K
|
5.6K
$560K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.5K- 3.11% |
$146K - $151K
|
46.7K
$4.67M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 21.52% |
$146K - $150K
|
5.43K
$543K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.48K- 10.8% |
$145K - $150K
|
12.3K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.48K- 28.52% |
$144K - $149K
|
3.7K
$370K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.47K- 8.51% |
$144K - $148K
|
15.8K
$1.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.44K- 1.24% |
$141K - $145K
|
114K
$11.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.43K- 2.28% |
$139K - $144K
|
61.2K
$6.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.35K- 0.4% |
$132K - $136K
|
333K
$33.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.33K- 0.3% |
$130K - $134K
|
436K
$43.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.31K- 1.97% |
$128K - $132K
|
65.2K
$6.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.3K- 2.59% |
$127K - $131K
|
49.1K
$4.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.3K- 1.25% |
$127K - $131K
|
102K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.27K- 37.05% |
$124K - $127K
|
2.15K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.24K- 1.76% |
$122K - $125K
|
69.5K
$6.95M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.24K- 1.39% |
$122K - $125K
|
88.3K
$8.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.22K- 4.3% |
$120K - $123K
|
27.2K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.21K- 1.19% |
$118K - $122K
|
100K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.19K- 3.1% |
$116K - $120K
|
37.2K
$3.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.18K- 7.78% |
$115K - $118K
|
13.9K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.16K- 0.97% |
$114K - $117K
|
119K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 4.5% |
$113K - $117K
|
24.6K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.12K- 99.73% |
$109K - $113K
|
3
$300
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.1K- 10.57% |
$107K - $111K
|
9.28K
$928K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 1.4% |
$102K - $105K
|
73.5K
$7.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.01K- 28.58% |
$98.4K - $101K
|
2.52K
$252K
|
|