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 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
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 72.18% |
$109K - $112K
|
441
$43.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-848- 96.47% |
$80.7K - $83K
|
31
$3.06K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-673- 52.25% |
$64K - $65.9K
|
615
$60.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-591- 89.95% |
$56.2K - $57.9K
|
66
$6.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-589- 21.13% |
$56K - $57.7K
|
2.2K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-390- 13.53% |
$37.1K - $38.2K
|
2.49K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-342- 10.28% |
$32.5K - $33.5K
|
2.99K
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-298- 95.82% |
$28.3K - $29.2K
|
13
$1.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-257- 2.71% |
$24.4K - $25.2K
|
9.23K
$911K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 7.93% |
$19.4K - $20K
|
2.37K
$234K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-203- 5.8% |
$19.3K - $19.9K
|
3.3K
$325K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-200- 6.47% |
$19K - $19.6K
|
2.89K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-199- 5.51% |
$18.9K - $19.5K
|
3.41K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-189- 3.7% |
$18K - $18.5K
|
4.92K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 18.34% |
$12.6K - $13K
|
592
$58.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 64.24% |
$10.1K - $10.4K
|
59
$5.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-95- 5.95% |
$9.04K - $9.3K
|
1.5K
$148K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-85- 2.6% |
$8.08K - $8.32K
|
3.19K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-75- 3.2% |
$7.13K - $7.34K
|
2.27K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-71- 25.82% |
$6.75K - $6.95K
|
204
$20.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-69- 1.73% |
$6.56K - $6.76K
|
3.93K
$387K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-49- 0.97% |
$4.66K - $4.8K
|
5K
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-39- 11.14% |
$3.71K - $3.82K
|
311
$30.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-27- 5.99% |
$2.57K - $2.64K
|
424
$41.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-10- 0.28% |
$951 - $979
|
3.61K
$356K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-8- 0.21% |
$761 - $783
|
3.76K
$371K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-6- 2.41% |
$571 - $588
|
243
$24K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-96.2K- 41.33% |
$9.31M - $9.56M
|
137K
$13.5M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-81K- 59.77% |
$7.84M - $8.05M
|
54.5K
$5.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-40.6K- 92.07% |
$3.93M - $4.04M
|
3.5K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-20.6K- 95.53% |
$2M - $2.05M
|
965
$95.2K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-16.9K- 24.28% |
$1.64M - $1.68M
|
52.8K
$5.21M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-14.8K- 44.96% |
$1.43M - $1.47M
|
18.1K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-13.7K- 31.48% |
$1.32M - $1.36M
|
29.7K
$2.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-11.6K- 7.5% |
$1.12M - $1.15M
|
143K
$14.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.34K- 99.64% |
$807K - $829K
|
30
$2.96K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.82K- 99.89% |
$757K - $777K
|
9
$888
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-5.77K- 36.48% |
$558K - $573K
|
10K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-5.73K- 12.41% |
$554K - $569K
|
40.4K
$3.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.19K- 57.08% |
$503K - $516K
|
3.91K
$385K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.99K- 99.28% |
$386K - $397K
|
29
$2.86K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-3.57K- 3.93% |
$346K - $355K
|
87.4K
$8.62M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.19KClosed |
$212K - $218K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.77K- 97.31% |
$172K - $176K
|
49
$4.83K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.65K- 40.26% |
$160K - $164K
|
2.45K
$242K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 54.59% |
$120K - $123K
|
1.03K
$102K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.18K- 98.99% |
$114K - $117K
|
12
$1.18K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 13.49% |
$108K - $111K
|
7.14K
$704K
|
|