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 08, 2024
Q1 2024
|
P/E Global LLC
|
SELL
|
- |
-6.23M- 92.33% |
$603M - $619M
|
518K
$50M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.96M- 99.82% |
$286M - $294M
|
5.39K
$520K
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.73M- 33.46% |
$264M - $271M
|
5.43M
$524M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43M- 65.97% |
$235M - $242M
|
1.25M
$121M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.43M- 10.04% |
$138M - $142M
|
12.8M
$1.23B
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35M- 3.3% |
$130M - $134M
|
39.4M
$3.81B
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.33M- 89.94% |
$129M - $132M
|
149K
$14.4M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09M- 60.8% |
$105M - $108M
|
701K
$67.6M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08M- 12.1% |
$105M - $107M
|
7.85M
$758M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.05M- 2.48% |
$101M - $104M
|
41.1M
$3.97B
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-889K- 97.14% |
$86M - $88.3M
|
26.1K
$2.52M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-854K- 1.91% |
$82.6M - $84.8M
|
43.9M
$4.24B
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-777K- 2.78% |
$75.1M - $77.2M
|
27.1M
$2.62B
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-612K- 85.69% |
$59.2M - $60.8M
|
102K
$9.87M
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-557K- 87.41% |
$53.9M - $55.3M
|
80.2K
$7.74M
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-549K- 85.43% |
$53.1M - $54.6M
|
93.7K
$9.04M
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-538K- 86.96% |
$52.1M - $53.5M
|
80.7K
$7.79M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-471K- 6.66% |
$45.5M - $46.8M
|
6.6M
$637M
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-432K- 91.89% |
$41.8M - $43M
|
38.2K
$3.68M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-426K- 46.53% |
$41.2M - $42.4M
|
490K
$47.3M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-421K- 29.23% |
$40.7M - $41.8M
|
1.02M
$98.4M
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-360K- 42.42% |
$34.8M - $35.8M
|
488K
$47.1M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-325K- 53.28% |
$31.5M - $32.3M
|
285K
$27.5M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-268K- 78.61% |
$26M - $26.7M
|
73K
$7.05M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-264K- 67.49% |
$25.5M - $26.2M
|
127K
$12.3M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-257K- 42.81% |
$24.9M - $25.6M
|
344K
$33.2M
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-254K- 48.96% |
$24.5M - $25.2M
|
264K
$25.5M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-245K- 13.63% |
$23.7M - $24.3M
|
1.55M
$150M
|
|
May 15, 2024
Q1 2024
|
Geisinger Health
Danville, PA |
SELL
|
- |
-244K- 13.85% |
$23.6M - $24.2M
|
1.52M
$146M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-204K- 51.43% |
$19.7M - $20.3M
|
193K
$18.6M
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-203K- 90.89% |
$19.6M - $20.2M
|
20.3K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-198K- 66.07% |
$19.2M - $19.7M
|
102K
$9.82M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-182K- 16.82% |
$17.6M - $18.1M
|
898K
$86.7M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-173K- 43.16% |
$16.8M - $17.2M
|
228K
$22M
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-170K- 31.11% |
$16.5M - $16.9M
|
377K
$36.4M
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-167K- 12.13% |
$16.1M - $16.6M
|
1.21M
$117M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-166K- 13.49% |
$16M - $16.5M
|
1.06M
$103M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-164K- 12.69% |
$15.9M - $16.3M
|
1.13M
$109M
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-163K- 25.54% |
$15.8M - $16.2M
|
476K
$45.9M
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-159K- 84.02% |
$15.3M - $15.8M
|
30.2K
$2.91M
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-151K- 82.55% |
$14.6M - $15M
|
32K
$3.09M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-151K- 53.54% |
$14.6M - $15M
|
131K
$12.6M
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-144K- 40.73% |
$13.9M - $14.3M
|
209K
$20.2M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-143K- 1.92% |
$13.8M - $14.2M
|
7.29M
$704M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-138K- 83.92% |
$13.3M - $13.7M
|
26.4K
$2.54M
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-135K- 39.55% |
$13M - $13.4M
|
206K
$19.9M
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-134K- 38.17% |
$13M - $13.3M
|
217K
$21M
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-133K- 93.8% |
$12.9M - $13.2M
|
8.78K
$847K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-119K- 22.56% |
$11.6M - $11.9M
|
410K
$39.6M
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-116K- 12.74% |
$11.2M - $11.5M
|
795K
$76.8M
|