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 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.5M- 60.59% |
$1.12B - $1.16B
|
7.47M
$752M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.21M- 92.79% |
$900M - $928M
|
716K
$72M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.53M- 98.92% |
$149M - $154M
|
16.7K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-526K- 78.82% |
$51.4M - $53M
|
141K
$14.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-331K- 94.29% |
$32.4M - $33.4M
|
20.1K
$2.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-307K- 9.86% |
$30M - $30.9M
|
2.8M
$282M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-300K- 65.63% |
$29.4M - $30.3M
|
157K
$15.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-148K- 76.87% |
$14.5M - $14.9M
|
44.5K
$4.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-132K- 27.29% |
$12.9M - $13.3M
|
353K
$35.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-131KClosed |
$12.8M - $13.2M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-122K- 42.66% |
$11.9M - $12.3M
|
164K
$16.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-113K- 0.46% |
$11M - $11.4M
|
24.4M
$2.46B
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74.3K- 33.95% |
$7.26M - $7.48M
|
144K
$14.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-72.1K- 87.4% |
$7.04M - $7.26M
|
10.4K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-59.5K- 66.35% |
$5.82M - $6M
|
30.2K
$3.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-48.2K- 26.13% |
$4.71M - $4.86M
|
136K
$13.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-41K- 61.3% |
$4.01M - $4.13M
|
25.9K
$2.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-40.1K- 14.98% |
$3.92M - $4.04M
|
228K
$22.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-30.4K- 27.73% |
$2.98M - $3.07M
|
79.3K
$7.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-29K- 3.33% |
$2.84M - $2.92M
|
843K
$84.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-28.9K- 31.42% |
$2.83M - $2.91M
|
63.1K
$6.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-27.7K- 83.19% |
$2.71M - $2.79M
|
5.6K
$563K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-26.3K- 64.27% |
$2.57M - $2.65M
|
14.6K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-24.3K- 80.18% |
$2.38M - $2.45M
|
6.02K
$606K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 7.4% |
$2.13M - $2.19M
|
272K
$27.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19.3K- 63.23% |
$1.88M - $1.94M
|
11.2K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-18.8K- 6.59% |
$1.84M - $1.9M
|
267K
$26.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-18.6K- 32.97% |
$1.81M - $1.87M
|
37.7K
$3.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-17K- 12.24% |
$1.66M - $1.71M
|
122K
$12.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-17K- 4.01% |
$1.66M - $1.71M
|
406K
$40.9M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-16.3K- 80.28% |
$1.59M - $1.64M
|
4K
$403K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-13.8K- 54.06% |
$1.35M - $1.39M
|
11.7K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.5K- 4.95% |
$1.32M - $1.36M
|
259K
$26.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-12.4K- 64.17% |
$1.22M - $1.25M
|
6.95K
$699K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-11.8K- 72.27% |
$1.15M - $1.18M
|
4.51K
$454K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11.7K- 67.89% |
$1.15M - $1.18M
|
5.55K
$558K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11.2K- 26.7% |
$1.1M - $1.13M
|
30.8K
$3.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-10.4K- 63.27% |
$1.02M - $1.05M
|
6.03K
$607K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-10K- 13.47% |
$979K - $1.01M
|
64.3K
$6.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.78K- 35.22% |
$956K - $985K
|
18K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.41K- 22.39% |
$919K - $948K
|
32.6K
$3.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.33K- 88.8% |
$912K - $940K
|
1.18K
$118K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-8.12K- 5.36% |
$794K - $818K
|
143K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-7.53K- 53.68% |
$736K - $758K
|
6.49K
$654K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.8K- 23.52% |
$665K - $685K
|
22.1K
$2.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
SELL
|
- |
-6.7K- 10.18% |
$655K - $675K
|
59.1K
$5.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-6.52K- 12.66% |
$637K - $656K
|
44.9K
$4.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 4.69% |
$622K - $641K
|
129K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.22K- 23.96% |
$608K - $627K
|
19.7K
$1.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.19K- 34.48% |
$605K - $624K
|
11.8K
$1.18M
|