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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-25- 1.01% |
$2.44K - $2.51K
|
2.44K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20- 0.96% |
$1.95K - $2.01K
|
2.06K
$201K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.8% |
$1.95K - $2.01K
|
2.47K
$242K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.25% |
$682 - $704
|
2.78K
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$390 - $402
|
2.2K
$215K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-383K- 99.87% |
$36.9M - $38.6M
|
483
$47.3K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-91.7K- 6.09% |
$8.83M - $9.24M
|
1.41M
$139M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-81K- 88.14% |
$7.8M - $8.16M
|
10.9K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-45.4K- 60.66% |
$4.37M - $4.57M
|
29.4K
$2.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27K- 88.82% |
$2.6M - $2.72M
|
3.4K
$333K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-23.3K- 88.27% |
$2.24M - $2.35M
|
3.09K
$303K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-19.5K- 77.79% |
$1.88M - $1.97M
|
5.58K
$546K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.59K- 50.27% |
$539K - $564K
|
5.53K
$542K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.63K- 40.23% |
$349K - $365K
|
5.39K
$528K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.49K- 51.55% |
$336K - $352K
|
3.28K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 12.1% |
$297K - $311K
|
22.4K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.15K- 32.23% |
$207K - $217K
|
4.52K
$443K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.8K- 40.55% |
$173K - $181K
|
2.64K
$258K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.66K- 34.11% |
$160K - $167K
|
3.21K
$314K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.6K- 39.73% |
$154K - $161K
|
2.43K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.41K- 29.48% |
$135K - $142K
|
3.36K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.32K- 0.4% |
$127K - $133K
|
330K
$32.3M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.16K- 10.1% |
$111K - $117K
|
10.3K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.16K- 20.37% |
$111K - $116K
|
4.52K
$443K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.05K- 12.9% |
$101K - $106K
|
7.09K
$695K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-950- 75.1% |
$91.5K - $95.8K
|
315
$30.9K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-850- 17.0% |
$81.9K - $85.7K
|
4.15K
$407K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-787- 27.18% |
$75.8K - $79.3K
|
2.11K
$207K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-784- 98.25% |
$75.5K - $79K
|
14
$1.37K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-661- 16.31% |
$63.7K - $66.6K
|
3.39K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-650- 8.99% |
$62.6K - $65.5K
|
6.58K
$645K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-397- 14.69% |
$38.2K - $40K
|
2.31K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-328- 2.16% |
$31.6K - $33.1K
|
14.9K
$1.46M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-211- 65.33% |
$20.3K - $21.3K
|
112
$11K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-202- 5.78% |
$19.5K - $20.4K
|
3.29K
$323K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-182- 6.22% |
$17.5K - $18.3K
|
2.74K
$269K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-107Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-104- 30.32% |
$10K - $10.5K
|
239
$23.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-101- 2.56% |
$9.73K - $10.2K
|
3.84K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 2.56% |
$9.63K - $10.1K
|
3.81K
$373K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-90- 4.2% |
$8.67K - $9.07K
|
2.05K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 2.0% |
$8.38K - $8.77K
|
4.27K
$418K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-84- 65.12% |
$8.09K - $8.47K
|
45
$4.41K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-70Closed |
$6.74K - $7.06K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-48- 15.89% |
$4.62K - $4.84K
|
254
$24.9K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-26- 10.36% |
$2.5K - $2.62K
|
225
$22.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23- 0.78% |
$2.22K - $2.32K
|
2.91K
$285K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-1.52M- 87.21% |
$142M - $151M
|
223K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-503K- 98.97% |
$47.1M - $50.2M
|
5.24K
$514K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-87K- 8.06% |
$8.14M - $8.67M
|
993K
$97.3M
|
|