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 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-102- 2.14% |
$9.78K - $10.1K
|
4.66K
$451K
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100- 0.01% |
$9.59K - $9.93K
|
1.83M
$177M
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.24% |
$9.59K - $9.93K
|
42K
$4.07M
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-98- 0.36% |
$9.39K - $9.73K
|
27K
$2.61M
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-97- 1.5% |
$9.3K - $9.63K
|
6.37K
$617K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-96- 2.94% |
$9.2K - $9.53K
|
3.17K
$307K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-94- 0.08% |
$9.01K - $9.33K
|
116K
$11.3M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-94- 2.18% |
$9.01K - $9.33K
|
4.22K
$408K
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-91- 3.0% |
$8.72K - $9.03K
|
2.94K
$285K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-81- 3.12% |
$7.76K - $8.04K
|
2.52K
$244K
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-81- 3.45% |
$7.76K - $8.04K
|
2.27K
$220K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-78- 10.96% |
$7.48K - $7.74K
|
634
$61.4K
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-77- 0.19% |
$7.38K - $7.64K
|
41.5K
$4.02M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-75- 0.18% |
$7.19K - $7.44K
|
42.6K
$4.13M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-75- 0.85% |
$7.19K - $7.44K
|
8.8K
$852K
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-75- 0.28% |
$7.19K - $7.44K
|
26.6K
$2.58M
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-73- 1.63% |
$7K - $7.25K
|
4.41K
$427K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 2.5% |
$6.42K - $6.65K
|
2.61K
$253K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-66- 2.97% |
$6.33K - $6.55K
|
2.16K
$209K
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-65- 1.85% |
$6.23K - $6.45K
|
3.45K
$334K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-63- 1.17% |
$6.04K - $6.25K
|
5.31K
$514K
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-60- 0.95% |
$5.75K - $5.96K
|
6.23K
$603K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-60- 42.25% |
$5.75K - $5.96K
|
82
$7.94K
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-59- 2.48% |
$5.66K - $5.86K
|
2.32K
$224K
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-59- 1.95% |
$5.66K - $5.86K
|
2.96K
$287K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-59- 29.35% |
$5.66K - $5.86K
|
142
$13.8K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-56- 15.51% |
$5.37K - $5.56K
|
305
$29.5K
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-52- 0.62% |
$4.98K - $5.16K
|
8.31K
$804K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-51- 16.24% |
$4.89K - $5.06K
|
263
$25.5K
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-51- 1.46% |
$4.89K - $5.06K
|
3.44K
$333K
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 1.66% |
$4.79K - $4.96K
|
2.97K
$287K
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-50- 1.57% |
$4.79K - $4.96K
|
3.14K
$304K
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-50- 1.4% |
$4.79K - $4.96K
|
3.52K
$341K
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48- 0.4% |
$4.6K - $4.76K
|
12K
$1.16M
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-48- 3.26% |
$4.6K - $4.76K
|
1.43K
$138K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-45- 12.57% |
$4.31K - $4.47K
|
313
$30.3K
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-42- 1.7% |
$4.03K - $4.17K
|
2.42K
$235K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-42- 0.21% |
$4.03K - $4.17K
|
20.3K
$1.96M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-39- 1.46% |
$3.74K - $3.87K
|
2.63K
$254K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-39- 0.52% |
$3.74K - $3.87K
|
7.52K
$728K
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-36- 1.18% |
$3.45K - $3.57K
|
3.01K
$291K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-34- 3.66% |
$3.26K - $3.37K
|
894
$86.6K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 18.64% |
$3.16K - $3.28K
|
144
$13.9K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-31- 2.74% |
$2.97K - $3.08K
|
1.1K
$106K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-30- 0.17% |
$2.88K - $2.98K
|
18K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-26- 10.36% |
$2.49K - $2.58K
|
225
$21.8K
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.6% |
$2.4K - $2.48K
|
4.11K
$398K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25- 0.19% |
$2.4K - $2.48K
|
13K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-24- 0.63% |
$2.3K - $2.38K
|
3.79K
$367K
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-23- 0.6% |
$2.2K - $2.28K
|
3.84K
$372K
|