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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-543- 3.36% |
$49.8K - $54.1K
|
15.6K
$1.53M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-534- 98.71% |
$49K - $53.2K
|
7
$686
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-526- 12.34% |
$48.2K - $52.4K
|
3.74K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-356- 89.9% |
$32.6K - $35.5K
|
40
$3.92K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-295- 9.89% |
$27K - $29.4K
|
2.69K
$263K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-251- 11.12% |
$23K - $25K
|
2.01K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-198- 4.55% |
$18.2K - $19.7K
|
4.15K
$407K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-197- 8.73% |
$18.1K - $19.6K
|
2.06K
$202K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-150- 6.52% |
$13.8K - $14.9K
|
2.15K
$211K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-143- 95.33% |
$13.1K - $14.3K
|
7
$686
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-140- 6.05% |
$12.8K - $14K
|
2.18K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.18% |
$12.4K - $13.5K
|
76.6K
$7.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-124- 1.56% |
$11.4K - $12.4K
|
7.8K
$764K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-108- 4.26% |
$9.9K - $10.8K
|
2.43K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-100- 4.67% |
$9.17K - $9.97K
|
2.04K
$200K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 4.56% |
$9.17K - $9.97K
|
2.09K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-90- 45.0% |
$8.25K - $8.97K
|
110
$10.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-13- 0.48% |
$1.19K - $1.3K
|
2.69K
$263K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.2MClosed |
$1.43B - $1.5B
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-108K- 70.97% |
$10.1M - $10.6M
|
44K
$4.31M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-18K- 21.52% |
$1.69M - $1.77M
|
65.7K
$6.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17.8K- 56.34% |
$1.67M - $1.75M
|
13.8K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-16K- 26.25% |
$1.5M - $1.58M
|
45K
$4.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-14.3K- 30.54% |
$1.34M - $1.4M
|
32.4K
$3.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-14K- 52.56% |
$1.32M - $1.38M
|
12.7K
$1.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.8K- 65.31% |
$1.2M - $1.26M
|
6.8K
$666K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.8K- 84.75% |
$1.11M - $1.17M
|
2.13K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 2.66% |
$976K - $1.02M
|
380K
$37.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-9.88K- 19.48% |
$927K - $972K
|
40.8K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-8.59K- 4.17% |
$806K - $846K
|
198K
$19.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.92K- 42.0% |
$744K - $780K
|
10.9K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-7.85K- 55.89% |
$737K - $773K
|
6.2K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.9K- 75.73% |
$647K - $679K
|
2.21K
$217K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-6.44K- 36.09% |
$605K - $634K
|
11.4K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.97K- 68.08% |
$560K - $588K
|
2.8K
$274K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 68.83% |
$555K - $582K
|
2.68K
$262K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.49K- 12.09% |
$422K - $442K
|
32.7K
$3.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.14K- 51.85% |
$389K - $408K
|
3.85K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.08K- 36.61% |
$383K - $401K
|
7.06K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.03K- 96.16% |
$378K - $397K
|
161
$15.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 15.6% |
$240K - $251K
|
13.8K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.52K- 65.95% |
$236K - $248K
|
1.3K
$127K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 16.81% |
$185K - $194K
|
9.78K
$958K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.92K- 63.5% |
$181K - $189K
|
1.11K
$108K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.64K- 40.08% |
$154K - $161K
|
2.45K
$240K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.58K- 11.37% |
$149K - $156K
|
12.3K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.49K- 38.4% |
$140K - $146K
|
2.39K
$234K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.45K- 13.36% |
$136K - $143K
|
9.41K
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.26K- 7.11% |
$119K - $124K
|
16.5K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.04K- 24.88% |
$97.7K - $102K
|
3.14K
$308K
|
|