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 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-43.9K- 7.37% |
$4.11M - $4.38M
|
552K
$54.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-35.6K- 9.71% |
$3.34M - $3.55M
|
331K
$32.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-35.3K- 44.7% |
$3.3M - $3.52M
|
43.7K
$4.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-27.7K- 87.11% |
$2.59M - $2.76M
|
4.1K
$401K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-21.2K- 18.97% |
$1.99M - $2.12M
|
90.7K
$8.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16K- 1.54% |
$1.49M - $1.59M
|
1.02M
$99.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.55K- 1.21% |
$894K - $952K
|
782K
$76.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-8.17K- 67.13% |
$765K - $814K
|
4K
$392K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-7.47K- 13.8% |
$699K - $744K
|
46.6K
$4.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.35K- 77.55% |
$408K - $434K
|
1.26K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.62K- 7.83% |
$339K - $361K
|
42.6K
$4.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.74K- 51.13% |
$256K - $273K
|
2.62K
$256K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.45KClosed |
$229K - $244K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2.06K- 38.93% |
$193K - $206K
|
3.24K
$317K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.2K- 34.19% |
$112K - $119K
|
2.3K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.15K- 5.46% |
$107K - $114K
|
19.9K
$1.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-729- 18.6% |
$68.3K - $72.7K
|
3.19K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-641- 22.03% |
$60K - $63.9K
|
2.27K
$222K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-440- 20.95% |
$41.2K - $43.9K
|
1.66K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-324- 3.76% |
$30.3K - $32.3K
|
8.3K
$813K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-298- 89.22% |
$27.9K - $29.7K
|
36
$3.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-254- 10.06% |
$23.8K - $25.3K
|
2.27K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-162- 5.65% |
$15.2K - $16.1K
|
2.71K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-89- 8.07% |
$8.33K - $8.87K
|
1.01K
$99.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-49- 0.55% |
$4.59K - $4.88K
|
8.91K
$872K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-786K- 99.71% |
$75.1M - $81.9M
|
2.25K
$220K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-465K- 99.11% |
$44.4M - $48.5M
|
4.2K
$411K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-120KClosed |
$11.5M - $12.5M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-84.7K- 99.91% |
$8.1M - $8.83M
|
75
$7.34K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-32.7K- 27.3% |
$3.12M - $3.4M
|
87K
$8.52M
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-22.5K- 90.82% |
$2.15M - $2.35M
|
2.28K
$223K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-17.5K- 24.28% |
$1.67M - $1.82M
|
54.5K
$5.34M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.7K- 7.19% |
$1.6M - $1.75M
|
216K
$21.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16K- 61.92% |
$1.53M - $1.67M
|
9.84K
$964K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14.5K- 22.84% |
$1.39M - $1.52M
|
49.1K
$4.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
SELL
|
- |
-12.7K- 63.89% |
$1.21M - $1.32M
|
7.17K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12.4K- 8.13% |
$1.19M - $1.29M
|
140K
$13.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8.68K- 46.38% |
$829K - $905K
|
10K
$983K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-8.37K- 15.72% |
$800K - $873K
|
44.9K
$4.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.92K- 13.55% |
$756K - $825K
|
50.5K
$4.94M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-6.31KClosed |
$603K - $658K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.12KClosed |
$489K - $533K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-4.01K- 54.98% |
$383K - $418K
|
3.28K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.58K- 17.0% |
$342K - $373K
|
17.5K
$1.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.14K- 58.87% |
$300K - $327K
|
2.19K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-2.83K- 1.84% |
$270K - $295K
|
151K
$14.7M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.97KClosed |
$188K - $205K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.79K- 68.17% |
$171K - $186K
|
835
$81.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.75KClosed |
$167K - $182K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.38K- 14.85% |
$132K - $144K
|
7.92K
$776K
|
|