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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-775- 9.43% |
$74.6K - $79K
|
7.45K
$735K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-741- 24.34% |
$71.3K - $75.6K
|
2.3K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-678- 5.74% |
$65.3K - $69.1K
|
11.1K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-627- 29.58% |
$60.3K - $63.9K
|
1.49K
$147K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-610- 6.34% |
$58.7K - $62.2K
|
9.01K
$889K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-604- 16.82% |
$58.1K - $61.6K
|
2.99K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-602- 19.6% |
$57.9K - $61.4K
|
2.47K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-596- 3.96% |
$57.4K - $60.8K
|
14.5K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-595- 11.4% |
$57.3K - $60.7K
|
4.62K
$456K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-575- 83.45% |
$55.3K - $58.6K
|
114
$11.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-503- 0.54% |
$48.4K - $51.3K
|
93.2K
$9.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-450- 4.03% |
$43.3K - $45.9K
|
10.7K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-418- 2.09% |
$40.2K - $42.6K
|
19.6K
$1.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-345- 14.82% |
$33.2K - $35.2K
|
1.98K
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-331- 4.48% |
$31.9K - $33.8K
|
7.06K
$696K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-296- 6.43% |
$28.5K - $30.2K
|
4.31K
$425K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 24.7% |
$17.7K - $18.8K
|
561
$55.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-162- 63.53% |
$15.6K - $16.5K
|
93
$9.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-145- 3.12% |
$14K - $14.8K
|
4.51K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-110- 3.34% |
$10.6K - $11.2K
|
3.19K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-102- 36.82% |
$9.82K - $10.4K
|
175
$17.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-93- 8.44% |
$8.95K - $9.48K
|
1.01K
$99.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-80- 3.69% |
$7.7K - $8.16K
|
2.09K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-60- 49.59% |
$5.78K - $6.12K
|
61
$6.02K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.18% |
$3.95K - $4.18K
|
23K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-22- 23.91% |
$2.12K - $2.24K
|
70
$6.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-19- 3.4% |
$1.83K - $1.94K
|
540
$53.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-11- 3.12% |
$1.06K - $1.12K
|
342
$33.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 0.17% |
$963 - $1.02K
|
5.98K
$590K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-7- 0.16% |
$674 - $714
|
4.33K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 4.0% |
$96.3 - $102
|
24
$2.37K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-189K- 98.35% |
$18M - $18.6M
|
3.18K
$314K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-139K- 97.88% |
$13.2M - $13.6M
|
3K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-116K- 55.4% |
$11M - $11.3M
|
93.2K
$9.19M
|
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-108K- 73.75% |
$10.3M - $10.6M
|
38.6K
$3.8M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-73.3KClosed |
$6.97M - $7.18M
|
0
$0
|
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-48.5K- 26.31% |
$4.62M - $4.75M
|
136K
$13.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-30.7K- 86.98% |
$2.92M - $3.01M
|
4.59K
$453K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-23.2K- 59.73% |
$2.21M - $2.28M
|
15.7K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-10.9K- 63.43% |
$1.04M - $1.07M
|
6.28K
$620K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.88K- 33.44% |
$845K - $870K
|
17.7K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.3K- 47.97% |
$789K - $812K
|
9K
$888K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.77K- 1.56% |
$549K - $565K
|
365K
$36M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5.45K- 72.19% |
$518K - $534K
|
2.1K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.83K- 6.39% |
$364K - $375K
|
56.1K
$5.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.42K- 47.31% |
$325K - $335K
|
3.81K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.56K- 24.85% |
$243K - $251K
|
7.74K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.3K- 46.94% |
$219K - $225K
|
2.6K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.19K- 7.65% |
$208K - $215K
|
26.4K
$2.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.27K- 30.46% |
$121K - $124K
|
2.9K
$286K
|
|