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 14, 2025
Q3 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-405- 0.41% |
$39.6K - $40.8K
|
97.7K
$9.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-392- 3.68% |
$38.3K - $39.5K
|
10.3K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-390- 2.6% |
$38.1K - $39.3K
|
14.6K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-379- 1.25% |
$37K - $38.2K
|
30.1K
$3.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-375- 5.14% |
$36.7K - $37.8K
|
6.93K
$693K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-375- 7.6% |
$36.7K - $37.8K
|
4.56K
$456K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-375- 3.15% |
$36.7K - $37.8K
|
11.5K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-375- 0.57% |
$36.7K - $37.8K
|
64.9K
$6.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-373- 3.88% |
$36.5K - $37.6K
|
9.25K
$925K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-367- 3.19% |
$35.9K - $37K
|
11.1K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-360- 68.44% |
$35.2K - $36.3K
|
166
$16.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-358- 0.32% |
$35K - $36.1K
|
113K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-358- 25.68% |
$35K - $36.1K
|
1.04K
$104K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-356- 28.19% |
$34.8K - $35.9K
|
907
$90.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-356- 5.06% |
$34.8K - $35.9K
|
6.69K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-354- 0.84% |
$34.6K - $35.7K
|
41.7K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
SELL
|
- |
-351- 95.64% |
$34.3K - $35.4K
|
16
$1.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-351- 6.63% |
$34.3K - $35.4K
|
4.94K
$494K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-351- 8.97% |
$34.3K - $35.4K
|
3.56K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-350- 11.54% |
$34.2K - $35.3K
|
2.68K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-347- 6.72% |
$33.9K - $35K
|
4.82K
$482K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-334- 1.07% |
$32.6K - $33.7K
|
31K
$3.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-333- 6.75% |
$32.6K - $33.5K
|
4.6K
$460K
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-321- 0.71% |
$31.4K - $32.3K
|
44.8K
$4.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-317- 0.38% |
$31K - $31.9K
|
83K
$8.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-313- 4.55% |
$30.6K - $31.5K
|
6.57K
$657K
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-310- 1.24% |
$30.3K - $31.2K
|
24.6K
$2.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-310- 3.75% |
$30.3K - $31.2K
|
7.95K
$795K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-310- 43.0% |
$30.3K - $31.2K
|
411
$41.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-308- 11.55% |
$30.1K - $31K
|
2.36K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-304- 3.62% |
$29.7K - $30.6K
|
8.1K
$810K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-304- 2.78% |
$29.7K - $30.6K
|
10.6K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-303- 2.98% |
$29.6K - $30.5K
|
9.88K
$988K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-298- 12.94% |
$29.1K - $30K
|
2.01K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-298- 88.43% |
$29.1K - $30K
|
39
$3.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-294- 1.25% |
$28.7K - $29.6K
|
23.2K
$2.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-291- 12.55% |
$28.4K - $29.3K
|
2.03K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-287- 0.9% |
$28.1K - $28.9K
|
31.5K
$3.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-283- 18.16% |
$27.7K - $28.5K
|
1.28K
$128K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-279- 9.38% |
$27.3K - $28.1K
|
2.7K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-276- 4.54% |
$27K - $27.8K
|
5.8K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-275- 1.09% |
$26.9K - $27.7K
|
24.8K
$2.48M
|
|
|
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
|
|