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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-222- 23.97% |
$21.5K - $22.5K
|
704
$69.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-207- 2.05% |
$20K - $21K
|
9.88K
$975K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-180- 5.97% |
$17.4K - $18.2K
|
2.84K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-180- 6.64% |
$17.4K - $18.2K
|
2.53K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-160- 5.59% |
$15.5K - $16.2K
|
2.7K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.23% |
$14.5K - $15.2K
|
2.72K
$268K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-140- 54.9% |
$13.5K - $14.2K
|
115
$11.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-139- 5.28% |
$13.4K - $14.1K
|
2.49K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-132- 0.9% |
$12.8K - $13.4K
|
14.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-111- 0.6% |
$10.7K - $11.2K
|
18.5K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-111- 69.81% |
$10.7K - $11.2K
|
48
$4.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-85- 3.22% |
$8.21K - $8.6K
|
2.56K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-76- 9.81% |
$7.34K - $7.69K
|
699
$69K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-67- 2.99% |
$6.47K - $6.78K
|
2.18K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-59- 56.19% |
$5.7K - $5.97K
|
46
$4.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-58- 18.83% |
$5.61K - $5.87K
|
250
$24.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-50- 5.47% |
$4.83K - $5.06K
|
864
$85.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-45- 1.09% |
$4.35K - $4.56K
|
4.08K
$403K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-38- 6.28% |
$3.67K - $3.85K
|
567
$55.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-37- 2.02% |
$3.58K - $3.75K
|
1.8K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-27- 0.11% |
$2.61K - $2.73K
|
24.2K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17- 0.66% |
$1.64K - $1.72K
|
2.57K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-16- 2.78% |
$1.55K - $1.62K
|
560
$55.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$483 - $506
|
2.68K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2- 0.08% |
$193 - $202
|
2.52K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1- 0.05% |
$96.6 - $101
|
2.18K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.65% |
$96.6 - $101
|
153
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.33% |
$96.6 - $101
|
305
$30.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$96.6 - $101
|
2.81K
$277K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 19.47% |
$96.3M - $102M
|
4.14M
$408M
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-393K- 22.88% |
$37.9M - $40.1M
|
1.33M
$131M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-103K- 90.01% |
$9.93M - $10.5M
|
11.5K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-65.2K- 3.75% |
$6.28M - $6.65M
|
1.67M
$165M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.5K- 1.14% |
$5.54M - $5.87M
|
4.98M
$492M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-34.7K- 67.58% |
$3.34M - $3.54M
|
16.7K
$1.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-21.5K- 97.28% |
$2.07M - $2.19M
|
601
$59.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-18.1K- 74.73% |
$1.74M - $1.85M
|
6.12K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Ge Investment Management Corp.
Norwalk, CT |
SELL
|
- |
-11.1K- 99.91% |
$1.07M - $1.14M
|
10
$987
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-9.53K- 57.79% |
$917K - $971K
|
6.96K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-9.39K- 69.14% |
$903K - $957K
|
4.19K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.19K- 22.86% |
$692K - $733K
|
24.3K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-6.5K- 39.39% |
$626K - $663K
|
10K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.34K- 4.55% |
$610K - $646K
|
133K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4.78K- 66.37% |
$460K - $488K
|
2.42K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 50.65% |
$373K - $396K
|
3.78K
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-3.04K- 53.23% |
$293K - $310K
|
2.67K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.3K- 53.49% |
$221K - $235K
|
2K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.05K- 3.92% |
$197K - $209K
|
50.2K
$4.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 25.43% |
$173K - $183K
|
5.27K
$520K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.56K- 23.07% |
$150K - $159K
|
5.19K
$512K
|
|