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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.28M- 22.39% |
$411M - $425M
|
14.8M
$1.44B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.11M- 6.02% |
$298M - $309M
|
48.5M
$4.7B
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.72M- 35.97% |
$260M - $270M
|
4.84M
$468M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 4.05% |
$170M - $176M
|
42M
$4.07B
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.42M- 99.99% |
$136M - $141M
|
89
$8.62K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.2M- 3.69% |
$115M - $120M
|
31.4M
$3.04B
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.06M- 46.93% |
$102M - $105M
|
1.2M
$116M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-986K- 3.86% |
$94.5M - $97.8M
|
24.5M
$2.38B
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-899K- 6.35% |
$86.2M - $89.2M
|
13.3M
$1.28B
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-810K- 84.38% |
$77.6M - $80.3M
|
150K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-725K- 6.5% |
$69.5M - $71.9M
|
10.4M
$1.01B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-582K- 5.6% |
$55.8M - $57.7M
|
9.81M
$950M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-577K- 71.12% |
$55.3M - $57.2M
|
234K
$22.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-506K- 8.73% |
$48.5M - $50.2M
|
5.29M
$513M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-496K- 90.05% |
$47.6M - $49.3M
|
54.9K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-457K- 15.51% |
$43.8M - $45.4M
|
2.49M
$241M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-431K- 17.61% |
$41.3M - $42.8M
|
2.02M
$195M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-412K- 5.8% |
$39.5M - $40.9M
|
6.7M
$648M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-358K- 34.54% |
$34.4M - $35.6M
|
680K
$65.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-338K- 34.63% |
$32.4M - $33.5M
|
638K
$61.8M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-319K- 59.0% |
$30.6M - $31.6M
|
222K
$21.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-300K- 6.74% |
$28.8M - $29.8M
|
4.15M
$402M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-282K- 38.67% |
$27.1M - $28M
|
448K
$43.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-271K- 98.24% |
$26M - $26.9M
|
4.88K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-258K- 42.44% |
$24.8M - $25.6M
|
351K
$33.9M
|
|
|
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
$23.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-233K- 85.21% |
$22.3M - $23.1M
|
40.5K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-231K- 45.86% |
$22.1M - $22.9M
|
272K
$26.4M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-209K- 83.61% |
$20M - $20.7M
|
40.9K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-203K- 56.73% |
$19.4M - $20.1M
|
154K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-202K- 23.5% |
$19.4M - $20.1M
|
658K
$63.7M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-201K- 45.25% |
$19.2M - $19.9M
|
243K
$23.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-200K- 29.01% |
$19.1M - $19.8M
|
489K
$47.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-175K- 1.36% |
$16.8M - $17.4M
|
12.7M
$1.23B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-164K- 4.54% |
$15.7M - $16.3M
|
3.45M
$334M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-160K- 11.99% |
$15.4M - $15.9M
|
1.18M
$114M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-151K- 3.32% |
$14.5M - $15M
|
4.41M
$428M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-147K- 35.57% |
$14.1M - $14.6M
|
266K
$25.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-143K- 95.31% |
$13.7M - $14.2M
|
7.04K
$682K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-141K- 98.37% |
$13.5M - $14M
|
2.33K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-141K- 50.64% |
$13.5M - $14M
|
137K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-140K- 34.86% |
$13.4M - $13.9M
|
262K
$25.4M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-128K- 29.95% |
$12.3M - $12.7M
|
299K
$29M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 2.42% |
$12.1M - $12.5M
|
5.08M
$492M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-119K- 35.27% |
$11.4M - $11.8M
|
219K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-116K- 90.42% |
$11.2M - $11.6M
|
12.3K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-113K- 1.27% |
$10.8M - $11.2M
|
8.77M
$849M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-111K- 52.1% |
$10.6M - $11M
|
102K
$9.85M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-108K- 65.34% |
$10.4M - $10.7M
|
57.3K
$5.55M
|