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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.3K- 47.97% |
$789K - $812K
|
9K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6K- 5.52% |
$571K - $588K
|
103K
$9.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.77K- 1.56% |
$549K - $565K
|
365K
$35.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5.45K- 72.19% |
$518K - $534K
|
2.1K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-4.3K- 22.34% |
$409K - $421K
|
14.9K
$1.45M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.13K- 95.49% |
$393K - $404K
|
195
$18.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.01K- 85.07% |
$381K - $393K
|
704
$68.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-3.86K- 5.79% |
$367K - $378K
|
62.8K
$6.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.85K- 32.71% |
$366K - $377K
|
7.91K
$767K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.83K- 6.39% |
$364K - $375K
|
56.1K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.42K- 47.31% |
$325K - $335K
|
3.81K
$369K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-2.66K- 14.36% |
$253K - $261K
|
15.9K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.56K- 24.85% |
$243K - $251K
|
7.74K
$750K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.3K- 46.94% |
$219K - $225K
|
2.6K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.19K- 7.65% |
$208K - $215K
|
26.4K
$2.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.11K- 3.04% |
$201K - $207K
|
67.3K
$6.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.46K- 3.11% |
$139K - $143K
|
45.6K
$4.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.37K- 8.87% |
$131K - $135K
|
14.1K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.27K- 30.46% |
$121K - $124K
|
2.9K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.17K- 24.22% |
$111K - $115K
|
3.67K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 72.18% |
$109K - $112K
|
441
$42.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.05K- 15.2% |
$99.9K - $103K
|
5.86K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 16.7% |
$96.5K - $99.4K
|
5.06K
$491K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1K- 22.22% |
$95.1K - $97.9K
|
3.5K
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-968- 18.01% |
$92.1K - $94.8K
|
4.41K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-920- 22.06% |
$87.5K - $90.1K
|
3.25K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-848- 96.47% |
$80.7K - $83K
|
31
$3.01K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-673- 52.25% |
$64K - $65.9K
|
615
$59.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-591- 89.95% |
$56.2K - $57.9K
|
66
$6.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-589- 21.13% |
$56K - $57.7K
|
2.2K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-469- 13.7% |
$44.6K - $45.9K
|
2.95K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-390- 13.53% |
$37.1K - $38.2K
|
2.49K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-387- 0.32% |
$36.8K - $37.9K
|
122K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-342- 10.28% |
$32.5K - $33.5K
|
2.99K
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-298- 95.82% |
$28.3K - $29.2K
|
13
$1.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-273- 8.56% |
$26K - $26.7K
|
2.92K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-258- 2.5% |
$24.5K - $25.3K
|
10.1K
$976K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-257- 2.71% |
$24.4K - $25.2K
|
9.23K
$895K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-210- 3.12% |
$20K - $20.6K
|
6.52K
$632K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 7.93% |
$19.4K - $20K
|
2.37K
$230K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-203- 5.8% |
$19.3K - $19.9K
|
3.3K
$319K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-200- 6.47% |
$19K - $19.6K
|
2.89K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-199- 5.51% |
$18.9K - $19.5K
|
3.41K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-189- 3.7% |
$18K - $18.5K
|
4.92K
$477K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-173- 2.36% |
$16.5K - $16.9K
|
7.15K
$693K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-167- 1.28% |
$15.9K - $16.4K
|
12.9K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-151- 86.78% |
$14.4K - $14.8K
|
23
$2.23K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-151- 16.63% |
$14.4K - $14.8K
|
757
$73.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-134- 8.79% |
$12.7K - $13.1K
|
1.39K
$135K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 18.34% |
$12.6K - $13K
|
592
$57.4K
|