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 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.52K- 8.09% |
$146K - $151K
|
17.3K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.5K- 0.54% |
$144K - $149K
|
277K
$27.3M
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.5K- 18.44% |
$144K - $149K
|
6.63K
$654K
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 1.2% |
$143K - $148K
|
123K
$12.2M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 16.59% |
$141K - $146K
|
7.42K
$732K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.4K- 2.61% |
$134K - $139K
|
52.3K
$5.16M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.39K- 1.52% |
$133K - $138K
|
89.7K
$8.85M
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.39K- 12.5% |
$133K - $138K
|
9.71K
$958K
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.39K- 0.32% |
$133K - $138K
|
428K
$42.2M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 17.55% |
$131K - $136K
|
6.42K
$634K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.36K- 4.12% |
$130K - $135K
|
31.7K
$3.12M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.32K- 2.6% |
$127K - $131K
|
49.7K
$4.9M
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-1.32K- 11.76% |
$126K - $131K
|
9.89K
$976K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.28K- 19.41% |
$122K - $127K
|
5.3K
$523K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.27K- 35.15% |
$122K - $126K
|
2.35K
$232K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.26K- 18.34% |
$121K - $125K
|
5.62K
$555K
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.26K- 12.54% |
$121K - $125K
|
8.77K
$866K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.24K- 21.54% |
$119K - $123K
|
4.53K
$447K
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.23K- 4.15% |
$117K - $122K
|
28.3K
$2.79M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.21K- 0.82% |
$116K - $120K
|
147K
$14.5M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 14.6% |
$115K - $119K
|
7.04K
$695K
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.18K- 23.68% |
$113K - $117K
|
3.8K
$375K
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.17K- 16.49% |
$112K - $116K
|
5.93K
$585K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.16K- 3.92% |
$111K - $115K
|
28.4K
$2.81M
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.15K- 1.08% |
$110K - $114K
|
106K
$10.4M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 17.87% |
$109K - $113K
|
5.24K
$517K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.12K- 1.67% |
$107K - $111K
|
65.9K
$6.5M
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-1.12K- 1.18% |
$107K - $111K
|
94K
$9.28M
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.11K- 6.28% |
$107K - $110K
|
16.6K
$1.64M
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1.1K- 1.69% |
$106K - $109K
|
63.9K
$6.31M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 4.51% |
$104K - $107K
|
22.8K
$2.25M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 2.85% |
$100K - $104K
|
35.7K
$3.52M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.04K- 2.72% |
$99.8K - $103K
|
37.3K
$3.68M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 18.11% |
$99.2K - $103K
|
4.68K
$462K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.03K- 4.47% |
$99K - $103K
|
22.1K
$2.18M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.03K- 30.48% |
$98.3K - $102K
|
2.34K
$231K
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1K- 0.52% |
$96.1K - $99.5K
|
193K
$19M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-982- 5.64% |
$94.1K - $97.5K
|
16.4K
$1.62M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-976- 0.88% |
$93.5K - $96.9K
|
110K
$10.9M
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-969- 1.93% |
$92.9K - $96.2K
|
49.2K
$4.86M
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-964- 30.3% |
$92.4K - $95.7K
|
2.22K
$219K
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-955- 5.66% |
$91.5K - $94.8K
|
15.9K
$1.57M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-953- 15.33% |
$91.3K - $94.6K
|
5.27K
$519K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-950- 4.73% |
$91.1K - $94.3K
|
19.1K
$1.89M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-944- 26.06% |
$90.5K - $93.7K
|
2.68K
$264K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-943- 5.93% |
$90.4K - $93.6K
|
15K
$1.48M
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-942- 85.56% |
$90.3K - $93.5K
|
159
$15.7K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-933- 17.97% |
$89.4K - $92.6K
|
4.26K
$420K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-918- 2.1% |
$88K - $91.1K
|
42.9K
$4.23M
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-902- 12.49% |
$86.5K - $89.5K
|
6.32K
$624K
|