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 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-893- 4.52% |
$85.6K - $88.6K
|
18.9K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-887- 8.7% |
$85K - $88K
|
9.3K
$918K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-877- 2.51% |
$84.1K - $87K
|
34K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-866- 15.17% |
$83K - $86K
|
4.84K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-851- 12.54% |
$81.6K - $84.5K
|
5.93K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-847- 24.14% |
$81.2K - $84.1K
|
2.66K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-838- 6.36% |
$80.3K - $83.2K
|
12.3K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-826- 0.35% |
$79.2K - $82K
|
235K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-812- 0.35% |
$77.8K - $80.6K
|
234K
$23.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-800- 12.9% |
$76.7K - $79.4K
|
5.4K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-787- 4.73% |
$75.4K - $78.1K
|
15.9K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-778- 3.73% |
$74.6K - $77.2K
|
20.1K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-775- 26.96% |
$74.3K - $76.9K
|
2.1K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-774- 0.29% |
$74.2K - $76.8K
|
269K
$26.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-773- 1.67% |
$74.1K - $76.7K
|
45.6K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-769- 6.66% |
$73.7K - $76.3K
|
10.8K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-743- 1.63% |
$71.2K - $73.7K
|
44.8K
$4.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-733- 13.57% |
$70.3K - $72.8K
|
4.67K
$461K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-727- 1.46% |
$69.7K - $72.2K
|
49.1K
$4.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-722- 47.56% |
$69.2K - $71.7K
|
796
$78.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-713- 7.33% |
$68.3K - $70.8K
|
9.02K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-705- 3.1% |
$67.6K - $70K
|
22K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-689- 22.74% |
$66K - $68.4K
|
2.34K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-683- 1.02% |
$65.5K - $67.8K
|
66.2K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-680- 48.57% |
$65.2K - $67.5K
|
720
$71K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-678- 3.71% |
$65K - $67.3K
|
17.6K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-677- 18.0% |
$64.9K - $67.2K
|
3.08K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-670- 17.09% |
$64.2K - $66.5K
|
3.25K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-643- 23.61% |
$61.6K - $63.8K
|
2.08K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-642- 2.64% |
$61.5K - $63.7K
|
23.7K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-633- 12.28% |
$60.7K - $62.8K
|
4.52K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-622- 3.36% |
$59.6K - $61.7K
|
17.9K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-619- 7.58% |
$59.3K - $61.4K
|
7.55K
$745K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-602- 4.48% |
$57.7K - $59.7K
|
12.8K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-599- 2.17% |
$57.4K - $59.5K
|
27K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-588- 22.07% |
$56.4K - $58.4K
|
2.08K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-587- 8.78% |
$56.3K - $58.3K
|
6.1K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-572- 3.15% |
$54.8K - $56.8K
|
17.6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-571- 3.63% |
$54.7K - $56.7K
|
15.1K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-560- 13.97% |
$53.7K - $55.6K
|
3.45K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-560- 1.75% |
$53.7K - $55.6K
|
31.4K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-540- 2.33% |
$51.8K - $53.6K
|
22.7K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-540- 15.76% |
$51.8K - $53.6K
|
2.89K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-540- 44.3% |
$51.8K - $53.6K
|
679
$67K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-536- 14.69% |
$51.4K - $53.2K
|
3.11K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-534- 16.19% |
$51.2K - $53K
|
2.76K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-534- 3.51% |
$51.2K - $53K
|
14.7K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-513- 99.81% |
$49.2K - $50.9K
|
1
$98.7
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-512- 1.91% |
$49.1K - $50.8K
|
26.2K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500- 4.46% |
$47.9K - $49.6K
|
10.7K
$1.06M
|