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 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-228- 9.02% |
$22.1K - $22.7K
|
2.3K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-217- 1.79% |
$21K - $21.6K
|
11.9K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-209- 7.95% |
$20.2K - $20.8K
|
2.42K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-199- 0.73% |
$19.3K - $19.8K
|
27K
$2.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-183- 1.22% |
$17.7K - $18.2K
|
14.8K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.48% |
$15.1K - $15.5K
|
32.4K
$3.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-155- 0.83% |
$15K - $15.4K
|
18.4K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-139- 4.96% |
$13.5K - $13.8K
|
2.67K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-122- 1.29% |
$11.8K - $12.1K
|
9.34K
$921K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-113- 0.13% |
$10.9K - $11.2K
|
85.6K
$8.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-94- 2.74% |
$9.1K - $9.35K
|
3.34K
$330K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-91- 1.05% |
$8.81K - $9.05K
|
8.58K
$846K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-80- 2.32% |
$7.75K - $7.96K
|
3.36K
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-58- 0.23% |
$5.62K - $5.77K
|
25.1K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-31- 0.91% |
$3K - $3.08K
|
3.39K
$334K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-26- 1.04% |
$2.52K - $2.59K
|
2.48K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-25- 1.16% |
$2.42K - $2.49K
|
2.12K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-19- 0.18% |
$1.84K - $1.89K
|
10.4K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-19- 0.11% |
$1.84K - $1.89K
|
17K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 17.78% |
$775 - $796
|
37
$3.65K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.28M- 22.39% |
$411M - $425M
|
14.8M
$1.46B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.11M- 6.02% |
$298M - $309M
|
48.5M
$4.78B
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.72M- 35.97% |
$260M - $270M
|
4.84M
$477M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 4.05% |
$170M - $176M
|
42M
$4.14B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.2M- 3.69% |
$115M - $120M
|
31.4M
$3.1B
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.06M- 46.93% |
$102M - $105M
|
1.2M
$118M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-986K- 3.86% |
$94.5M - $97.8M
|
24.5M
$2.42B
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-899K- 6.35% |
$86.2M - $89.2M
|
13.3M
$1.31B
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-810K- 84.38% |
$77.6M - $80.3M
|
150K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-725K- 6.5% |
$69.5M - $71.9M
|
10.4M
$1.03B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-582K- 5.6% |
$55.8M - $57.7M
|
9.81M
$968M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-577K- 71.12% |
$55.3M - $57.2M
|
234K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-506K- 8.73% |
$48.5M - $50.2M
|
5.29M
$522M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-496K- 90.05% |
$47.6M - $49.3M
|
54.9K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-457K- 15.51% |
$43.8M - $45.4M
|
2.49M
$246M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-431K- 17.61% |
$41.3M - $42.8M
|
2.02M
$199M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-412K- 5.8% |
$39.5M - $40.9M
|
6.7M
$661M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-358K- 34.54% |
$34.4M - $35.6M
|
680K
$67M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-319K- 59.0% |
$30.6M - $31.6M
|
222K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-300K- 6.74% |
$28.8M - $29.8M
|
4.15M
$409M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-282K- 38.67% |
$27.1M - $28M
|
448K
$44.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-271K- 98.24% |
$26M - $26.9M
|
4.88K
$481K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-258K- 42.44% |
$24.8M - $25.6M
|
351K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247KClosed |
$23.7M - $24.5M
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-247K- 50.0% |
$23.7M - $24.5M
|
247K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-231K- 45.86% |
$22.1M - $22.9M
|
272K
$26.9M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-209K- 83.61% |
$20M - $20.7M
|
40.9K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-203K- 56.73% |
$19.4M - $20.1M
|
154K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-202K- 23.5% |
$19.4M - $20.1M
|
658K
$64.9M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-201K- 45.25% |
$19.2M - $19.9M
|
243K
$23.9M
|
|