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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-713- 7.33% |
$68.3K - $70.8K
|
9.02K
$873K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-705- 3.1% |
$67.6K - $70K
|
22K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-694- 7.99% |
$66.5K - $68.9K
|
7.99K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-689- 22.74% |
$66K - $68.4K
|
2.34K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-683- 1.02% |
$65.5K - $67.8K
|
66.2K
$6.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-681- 24.4% |
$65.3K - $67.6K
|
2.11K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-680- 48.57% |
$65.2K - $67.5K
|
720
$69.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-678- 3.71% |
$65K - $67.3K
|
17.6K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-677- 18.0% |
$64.9K - $67.2K
|
3.08K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-670- 17.09% |
$64.2K - $66.5K
|
3.25K
$315K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-670- 23.79% |
$64.2K - $66.5K
|
2.15K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-645- 51.97% |
$61.8K - $64K
|
596
$57.7K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-643- 23.61% |
$61.6K - $63.8K
|
2.08K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-642- 2.64% |
$61.5K - $63.7K
|
23.7K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-633- 12.28% |
$60.7K - $62.8K
|
4.52K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-625- 0.28% |
$59.9K - $62K
|
224K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-622- 3.36% |
$59.6K - $61.7K
|
17.9K
$1.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-619- 7.58% |
$59.3K - $61.4K
|
7.55K
$731K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-602- 4.48% |
$57.7K - $59.7K
|
12.8K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-599- 2.17% |
$57.4K - $59.5K
|
27K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-588- 22.07% |
$56.4K - $58.4K
|
2.08K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-587- 8.78% |
$56.3K - $58.3K
|
6.1K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-572- 4.58% |
$54.8K - $56.8K
|
11.9K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-572- 3.15% |
$54.8K - $56.8K
|
17.6K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-571- 3.63% |
$54.7K - $56.7K
|
15.1K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-563- 1.21% |
$54K - $55.9K
|
46K
$4.45M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-560- 13.97% |
$53.7K - $55.6K
|
3.45K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-560- 1.75% |
$53.7K - $55.6K
|
31.4K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-546- 1.09% |
$52.3K - $54.2K
|
49.8K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-540- 2.33% |
$51.8K - $53.6K
|
22.7K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-540- 15.76% |
$51.8K - $53.6K
|
2.89K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-540- 44.3% |
$51.8K - $53.6K
|
679
$65.8K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-536- 14.69% |
$51.4K - $53.2K
|
3.11K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-534- 16.19% |
$51.2K - $53K
|
2.76K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-534- 3.51% |
$51.2K - $53K
|
14.7K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-513- 99.81% |
$49.2K - $50.9K
|
1
$96.8
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-512- 1.91% |
$49.1K - $50.8K
|
26.2K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500- 4.46% |
$47.9K - $49.6K
|
10.7K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-500- 11.19% |
$47.9K - $49.6K
|
3.97K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-491- 1.37% |
$47.1K - $48.7K
|
35.3K
$3.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-491- 39.5% |
$47.1K - $48.7K
|
752
$72.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-490- 4.17% |
$47K - $48.6K
|
11.3K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-481- 8.95% |
$46.1K - $47.7K
|
4.89K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-480- 15.27% |
$46K - $47.6K
|
2.66K
$258K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-479- 14.66% |
$45.9K - $47.5K
|
2.79K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-477- 1.28% |
$45.7K - $47.3K
|
36.7K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-470- 1.72% |
$45K - $46.6K
|
26.8K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-461- 6.84% |
$44.2K - $45.8K
|
6.28K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-460- 1.48% |
$44.1K - $45.7K
|
30.6K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-459- 0.31% |
$44K - $45.6K
|
149K
$14.5M
|