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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-107- 3.17% |
$10.2K - $10.5K
|
3.27K
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 64.24% |
$10.1K - $10.4K
|
59
$5.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-95- 5.95% |
$9.04K - $9.3K
|
1.5K
$147K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-85- 2.6% |
$8.08K - $8.32K
|
3.19K
$312K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-83- 0.64% |
$7.89K - $8.13K
|
12.9K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-75- 3.2% |
$7.13K - $7.34K
|
2.27K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-73- 8.36% |
$6.94K - $7.15K
|
800
$78.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-71- 25.82% |
$6.75K - $6.95K
|
204
$20K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-69- 1.71% |
$6.56K - $6.76K
|
3.97K
$389K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-69- 1.73% |
$6.56K - $6.76K
|
3.93K
$385K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 8.82% |
$4.76K - $4.9K
|
517
$50.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-49- 0.97% |
$4.66K - $4.8K
|
5K
$490K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-39- 11.14% |
$3.71K - $3.82K
|
311
$30.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-35- 23.33% |
$3.33K - $3.43K
|
115
$11.3K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-32- 6.02% |
$3.04K - $3.13K
|
500
$49K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-27- 5.99% |
$2.57K - $2.64K
|
424
$41.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19- 2.21% |
$1.81K - $1.86K
|
839
$82.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-10- 0.28% |
$951 - $979
|
3.61K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 6.98% |
$571 - $588
|
80
$7.84K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-6- 2.41% |
$571 - $588
|
243
$23.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-6- 0.39% |
$571 - $588
|
1.52K
$149K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-96.2K- 41.33% |
$9.31M - $9.56M
|
137K
$13.4M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-81K- 59.77% |
$7.84M - $8.05M
|
54.5K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-62.8K- 79.74% |
$6.08M - $6.24M
|
16K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-40.6K- 92.07% |
$3.93M - $4.04M
|
3.5K
$343K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-30.3K- 6.14% |
$2.93M - $3.01M
|
463K
$45.4M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-20.6K- 95.53% |
$2M - $2.05M
|
965
$94.6K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-16.9K- 24.28% |
$1.64M - $1.68M
|
52.8K
$5.17M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-14.8K- 44.96% |
$1.43M - $1.47M
|
18.1K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-13.7K- 31.48% |
$1.32M - $1.36M
|
29.7K
$2.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-11.6K- 7.5% |
$1.12M - $1.15M
|
143K
$14M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.34K- 99.64% |
$807K - $829K
|
30
$2.94K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.82K- 99.89% |
$757K - $777K
|
9
$882
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.82K- 59.08% |
$563K - $579K
|
4.03K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-5.77K- 36.48% |
$558K - $573K
|
10K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-5.73K- 12.41% |
$554K - $569K
|
40.4K
$3.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.19K- 57.08% |
$503K - $516K
|
3.91K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.99K- 99.28% |
$386K - $397K
|
29
$2.84K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.91K- 40.51% |
$378K - $389K
|
5.75K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-3.57K- 3.93% |
$346K - $355K
|
87.4K
$8.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.96K- 41.98% |
$190K - $195K
|
2.71K
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.77K- 97.31% |
$172K - $176K
|
49
$4.8K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.65K- 40.26% |
$160K - $164K
|
2.45K
$240K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 54.59% |
$120K - $123K
|
1.03K
$101K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.21K- 92.28% |
$117K - $120K
|
101
$9.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.18K- 98.99% |
$114K - $117K
|
12
$1.18K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 13.49% |
$108K - $111K
|
7.14K
$699K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1K- 93.46% |
$96.8K - $99.4K
|
70
$6.86K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-968- 20.7% |
$93.7K - $96.2K
|
3.71K
$363K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-830- 28.62% |
$80.3K - $82.5K
|
2.07K
$203K
|
|