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 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-575K- 80.57% |
$55.7M - $57.2M
|
139K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
SELL
|
- |
-328K- 3.17% |
$31.8M - $32.7M
|
10M
$988M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-223K- 97.39% |
$21.6M - $22.2M
|
5.98K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-147K- 22.81% |
$14.2M - $14.6M
|
497K
$49M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-113K- 12.2% |
$11M - $11.3M
|
816K
$80.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-97.8K- 19.18% |
$9.47M - $9.73M
|
412K
$40.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-90.9K- 27.32% |
$8.8M - $9.04M
|
242K
$23.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-70.1K- 3.43% |
$6.79M - $6.98M
|
1.97M
$195M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-67.3K- 80.38% |
$6.52M - $6.69M
|
16.4K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-59K- 17.11% |
$5.72M - $5.87M
|
286K
$28.2M
|
|
|
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 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42K- 69.14% |
$4.06M - $4.17M
|
18.7K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-36K- 80.35% |
$3.48M - $3.58M
|
8.79K
$868K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-31K- 10.27% |
$3.01M - $3.09M
|
271K
$26.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30.3K- 20.64% |
$2.93M - $3.01M
|
116K
$11.5M
|
|
|
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 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-20.5K- 46.69% |
$1.99M - $2.04M
|
23.5K
$2.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16.6K- 52.49% |
$1.6M - $1.65M
|
15K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-16.1K- 11.64% |
$1.56M - $1.61M
|
123K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-13K- 3.56% |
$1.26M - $1.29M
|
352K
$34.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 63.63% |
$1.19M - $1.22M
|
7K
$691K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-11.8K- 12.28% |
$1.14M - $1.17M
|
84.3K
$8.32M
|
|
|
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 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-10.6K- 0.68% |
$1.02M - $1.05M
|
1.54M
$152M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.5K- 1.57% |
$1.02M - $1.04M
|
658K
$64.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-7.49K- 9.13% |
$725K - $745K
|
74.6K
$7.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.21K- 71.4% |
$698K - $717K
|
2.89K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-6.97K- 24.82% |
$675K - $693K
|
21.1K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.64K- 12.66% |
$546K - $561K
|
38.9K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.59K- 41.1% |
$542K - $556K
|
8.02K
$791K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.46K- 3.26% |
$529K - $543K
|
162K
$16M
|
|
|
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 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.17K- 2.31% |
$501K - $514K
|
219K
$21.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.08K- 12.9% |
$492K - $505K
|
34.3K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.74K- 12.97% |
$459K - $472K
|
31.8K
$3.14M
|
|
|
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 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-4.12K- 9.81% |
$399K - $410K
|
37.9K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.81K- 25.74% |
$369K - $379K
|
11K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.53K- 27.57% |
$342K - $351K
|
9.28K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.41K- 30.04% |
$330K - $339K
|
7.93K
$782K
|