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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-147K- 22.81% |
$14.2M - $14.6M
|
497K
$49M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-70.1K- 3.43% |
$6.79M - $6.98M
|
1.97M
$195M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-54.2K- 72.78% |
$5.25M - $5.4M
|
20.3K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-49.4K- 20.41% |
$4.78M - $4.91M
|
192K
$19M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-36K- 80.35% |
$3.48M - $3.58M
|
8.79K
$868K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-29.2K- 73.29% |
$2.83M - $2.91M
|
10.7K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-26.1K- 91.25% |
$2.53M - $2.6M
|
2.51K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-24.9K- 53.33% |
$2.41M - $2.48M
|
21.8K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-23.8K- 8.16% |
$2.31M - $2.37M
|
268K
$26.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-23.3K- 58.61% |
$2.25M - $2.31M
|
16.4K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-21.6K- 29.53% |
$2.09M - $2.15M
|
51.6K
$5.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-21.4K- 3.89% |
$2.08M - $2.13M
|
530K
$52.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-16.1K- 11.64% |
$1.56M - $1.61M
|
123K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 63.63% |
$1.19M - $1.22M
|
7K
$691K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-11.2K- 26.86% |
$1.08M - $1.11M
|
30.5K
$3.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.35K- 2.61% |
$518K - $532K
|
200K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.22K- 29.94% |
$505K - $519K
|
12.2K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.08K- 12.9% |
$492K - $505K
|
34.3K
$3.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4.69K- 3.0% |
$454K - $466K
|
152K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.36K- 3.11% |
$422K - $434K
|
136K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.19K- 59.48% |
$406K - $417K
|
2.85K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.56K- 23.51% |
$248K - $255K
|
8.34K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.34K- 7.01% |
$227K - $233K
|
31K
$3.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.32K- 1.29% |
$224K - $230K
|
177K
$17.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.04K- 2.81% |
$197K - $203K
|
70.5K
$6.96M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.99K- 0.93% |
$193K - $198K
|
212K
$20.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.77K- 7.21% |
$172K - $176K
|
22.8K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.58K- 7.56% |
$153K - $157K
|
19.2K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.46K- 35.46% |
$141K - $145K
|
2.66K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.42K- 3.5% |
$137K - $141K
|
39K
$3.85M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.19K- 11.76% |
$115K - $118K
|
8.92K
$880K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.18K- 3.69% |
$114K - $117K
|
30.7K
$3.03M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.14K- 4.28% |
$110K - $113K
|
25.5K
$2.51M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.06K- 13.36% |
$103K - $106K
|
6.9K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1K- 5.05% |
$97K - $99.7K
|
18.8K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-784- 3.29% |
$75.9K - $78K
|
23K
$2.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-778- 5.84% |
$75.3K - $77.4K
|
12.5K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-745- 1.14% |
$72.1K - $74.1K
|
64.5K
$6.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-741- 4.69% |
$71.8K - $73.7K
|
15.1K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-683- 0.27% |
$66.1K - $67.9K
|
255K
$25.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-677- 2.03% |
$65.6K - $67.3K
|
32.6K
$3.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-621- 2.09% |
$60.1K - $61.8K
|
29.1K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-576- 14.05% |
$55.8K - $57.3K
|
3.52K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-515- 14.7% |
$49.9K - $51.2K
|
2.99K
$295K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-461- 24.3% |
$44.6K - $45.9K
|
1.44K
$142K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-436- 2.24% |
$42.2K - $43.4K
|
19K
$1.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$32.3K - $33.2K
|
247K
$24.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-307- 11.0% |
$29.7K - $30.5K
|
2.48K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-287- 8.6% |
$27.8K - $28.5K
|
3.05K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-280- 1.97% |
$27.1K - $27.8K
|
13.9K
$1.38M
|