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 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-657- 5.92% |
$64.2K - $66.2K
|
10.4K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-647- 1.86% |
$63.2K - $65.2K
|
34.1K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-620- 20.98% |
$60.6K - $62.5K
|
2.34K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-614- 1.89% |
$60K - $61.9K
|
31.9K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-613- 9.0% |
$59.9K - $61.8K
|
6.2K
$620K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-610- 1.45% |
$59.6K - $61.5K
|
41.5K
$4.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-583- 1.23% |
$57K - $58.7K
|
46.7K
$4.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-575- 1.15% |
$56.2K - $57.9K
|
49.2K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-575- 1.22% |
$56.2K - $57.9K
|
46.5K
$4.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-567- 0.07% |
$55.4K - $57.1K
|
761K
$76.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-563- 1.9% |
$55K - $56.7K
|
29.1K
$2.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-548- 20.14% |
$53.6K - $55.2K
|
2.17K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-548- 6.64% |
$53.6K - $55.2K
|
7.71K
$771K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-545- 6.52% |
$53.3K - $54.9K
|
7.81K
$781K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-545- 3.3% |
$53.3K - $54.9K
|
15.9K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-537- 1.91% |
$52.5K - $54.1K
|
27.6K
$2.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-512- 1.6% |
$50K - $51.6K
|
31.4K
$3.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-508- 10.21% |
$49.7K - $51.2K
|
4.47K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-507- 1.32% |
$49.6K - $51.1K
|
37.8K
$3.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-507- 1.53% |
$49.6K - $51.1K
|
32.5K
$3.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-506- 1.65% |
$49.5K - $51K
|
30.2K
$3.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 16.73% |
$48.9K - $50.4K
|
2.49K
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-500- 13.34% |
$48.9K - $50.4K
|
3.25K
$325K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-500- 12.5% |
$48.9K - $50.4K
|
3.5K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-494- 0.38% |
$48.3K - $49.8K
|
130K
$13M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-484- 3.47% |
$47.3K - $48.8K
|
13.5K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-479- 5.24% |
$46.8K - $48.3K
|
8.66K
$866K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-475- 4.3% |
$46.4K - $47.9K
|
10.6K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-472- 17.73% |
$46.1K - $47.6K
|
2.19K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-472- 0.17% |
$46.1K - $47.6K
|
282K
$28.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-471- 7.59% |
$46K - $47.5K
|
5.74K
$574K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-466- 4.75% |
$45.6K - $46.9K
|
9.35K
$935K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-451- 0.19% |
$44.1K - $45.4K
|
238K
$23.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-450- 24.7% |
$44K - $45.3K
|
1.37K
$137K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-449- 1.95% |
$43.9K - $45.2K
|
22.6K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-446- 9.93% |
$43.6K - $44.9K
|
4.05K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-446- 16.6% |
$43.6K - $44.9K
|
2.24K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-446- 8.59% |
$43.6K - $44.9K
|
4.75K
$475K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-444- 4.68% |
$43.4K - $44.7K
|
9.05K
$905K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-444- 2.29% |
$43.4K - $44.7K
|
19K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-435- 2.23% |
$42.5K - $43.8K
|
19.1K
$1.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-426- 58.12% |
$41.6K - $42.9K
|
307
$30.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-425- 1.86% |
$41.5K - $42.8K
|
22.4K
$2.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-424- 0.58% |
$41.4K - $42.7K
|
72.5K
$7.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-423- 7.2% |
$41.3K - $42.6K
|
5.45K
$545K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-423- 3.26% |
$41.3K - $42.6K
|
12.5K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-416- 12.17% |
$40.7K - $41.9K
|
3K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-415- 4.48% |
$40.6K - $41.8K
|
8.85K
$885K
|
|
|
Oct 30, 2025
Q3 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-410- 0.12% |
$40.1K - $41.3K
|
345K
$34.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-407- 2.42% |
$39.8K - $41K
|
16.4K
$1.64M
|
|