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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-990- 27.57% |
$92.9K - $97.4K
|
2.6K
$255K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-626- 20.71% |
$58.8K - $61.6K
|
2.4K
$235K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-461Closed |
$43.3K - $45.4K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-229- 4.34% |
$21.5K - $22.5K
|
5.05K
$495K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-200- 1.65% |
$18.8K - $19.7K
|
11.9K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-194- 6.43% |
$18.2K - $19.1K
|
2.82K
$277K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-133- 82.61% |
$12.5K - $13.1K
|
28
$2.74K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-120- 32.7% |
$11.3K - $11.8K
|
247
$24.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-96- 3.46% |
$9.01K - $9.45K
|
2.68K
$263K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-70- 2.76% |
$6.57K - $6.89K
|
2.46K
$241K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-39- 81.25% |
$3.66K - $3.84K
|
9
$882
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-32- 1.36% |
$3K - $3.15K
|
2.32K
$227K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-30- 17.44% |
$2.82K - $2.95K
|
142
$13.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-29- 1.18% |
$2.72K - $2.85K
|
2.44K
$239K
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-26- 0.96% |
$2.44K - $2.56K
|
2.68K
$262K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25- 0.8% |
$2.35K - $2.46K
|
3.09K
$303K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-22- 10.05% |
$2.06K - $2.17K
|
197
$19.3K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13- 0.38% |
$1.22K - $1.28K
|
3.38K
$331K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.18% |
$375 - $394
|
2.19K
$214K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-262K- 94.26% |
$25.5M - $26.3M
|
15.9K
$1.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-102K- 23.63% |
$9.92M - $10.2M
|
329K
$32.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-102K- 62.55% |
$9.91M - $10.2M
|
60.9K
$5.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-79.6K- 47.17% |
$7.76M - $8.01M
|
89.2K
$8.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-74.5K- 91.9% |
$7.26M - $7.49M
|
6.57K
$644K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-21.1K- 87.58% |
$2.06M - $2.12M
|
3K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-17.9K- 22.03% |
$1.75M - $1.8M
|
63.5K
$6.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.5K- 8.37% |
$1.12M - $1.15M
|
125K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.5K- 48.84% |
$1.02M - $1.06M
|
11K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-10.2K- 19.29% |
$990K - $1.02M
|
42.5K
$4.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-6.13K- 65.1% |
$598K - $617K
|
3.29K
$322K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.09K- 63.92% |
$496K - $512K
|
2.87K
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-4.32K- 57.92% |
$421K - $434K
|
3.14K
$307K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 3.55% |
$189K - $195K
|
52.6K
$5.16M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.85K- 14.73% |
$181K - $186K
|
10.7K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.45K- 35.81% |
$141K - $146K
|
2.6K
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-1.44K- 3.28% |
$140K - $144K
|
42.3K
$4.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.4K- 16.5% |
$136K - $141K
|
7.08K
$694K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-945- 89.91% |
$92.1K - $95K
|
106
$10.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-603- 5.27% |
$58.8K - $60.6K
|
10.8K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-589- 11.81% |
$57.4K - $59.2K
|
4.4K
$431K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-444- 3.44% |
$43.3K - $44.6K
|
12.5K
$1.22M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$40.4K - $41.6K
|
256
$25.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-344- 3.44% |
$33.5K - $34.6K
|
9.67K
$947K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-304- 7.04% |
$29.6K - $30.6K
|
4.02K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 8.05% |
$19.5K - $20.1K
|
2.28K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-195- 11.4% |
$19K - $19.6K
|
1.52K
$149K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-93- 0.78% |
$9.07K - $9.35K
|
11.9K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.32% |
$8.19K - $8.44K
|
3.54K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-73- 2.86% |
$7.12K - $7.34K
|
2.48K
$243K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-70- 3.24% |
$6.82K - $7.04K
|
2.09K
$205K
|
|