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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-49- 0.97% |
$4.66K - $4.8K
|
5K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-39- 11.14% |
$3.71K - $3.82K
|
311
$30.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-27- 5.99% |
$2.57K - $2.64K
|
424
$41.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-10- 0.28% |
$951 - $979
|
3.61K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-6- 2.41% |
$571 - $588
|
243
$23.6K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-96.2K- 41.33% |
$9.31M - $9.56M
|
137K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-81K- 59.77% |
$7.84M - $8.05M
|
54.5K
$5.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-40.6K- 92.07% |
$3.93M - $4.04M
|
3.5K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-20.6K- 95.53% |
$2M - $2.05M
|
965
$93.8K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-16.9K- 24.28% |
$1.64M - $1.68M
|
52.8K
$5.13M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-14.8K- 44.96% |
$1.43M - $1.47M
|
18.1K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-13.7K- 31.48% |
$1.32M - $1.36M
|
29.7K
$2.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-11.6K- 7.5% |
$1.12M - $1.15M
|
143K
$13.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.34K- 99.64% |
$807K - $829K
|
30
$2.92K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.82K- 99.89% |
$757K - $777K
|
9
$875
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-5.77K- 36.48% |
$558K - $573K
|
10K
$977K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-5.73K- 12.41% |
$554K - $569K
|
40.4K
$3.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.19K- 57.08% |
$503K - $516K
|
3.91K
$380K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.99K- 99.28% |
$386K - $397K
|
29
$2.82K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-3.57K- 3.93% |
$346K - $355K
|
87.4K
$8.5M
|
|
|
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
$4.76K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.65K- 40.26% |
$160K - $164K
|
2.45K
$238K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 54.59% |
$120K - $123K
|
1.03K
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.18K- 98.99% |
$114K - $117K
|
12
$1.17K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 13.49% |
$108K - $111K
|
7.14K
$694K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1K- 93.46% |
$96.8K - $99.4K
|
70
$6.81K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-968- 20.7% |
$93.7K - $96.2K
|
3.71K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-766- 26.83% |
$74.1K - $76.1K
|
2.09K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-735- 63.47% |
$71.1K - $73K
|
423
$41.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-668- 23.94% |
$64.6K - $66.4K
|
2.12K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-625- 4.41% |
$60.5K - $62.1K
|
13.5K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-500- 83.33% |
$48.4K - $49.7K
|
100
$9.72K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-485- 21.38% |
$46.9K - $48.2K
|
1.78K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-480- 0.5% |
$46.4K - $47.7K
|
96K
$9.33M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-459- 83.45% |
$44.4K - $45.6K
|
91
$8.85K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-344- 3.61% |
$33.3K - $34.2K
|
9.2K
$894K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-300- 60.0% |
$29K - $29.8K
|
200
$19.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-225- 5.55% |
$21.8K - $22.4K
|
3.83K
$373K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-184- 6.88% |
$17.8K - $18.3K
|
2.49K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-144- 5.16% |
$13.9K - $14.3K
|
2.65K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-109- 17.55% |
$10.5K - $10.8K
|
512
$49.8K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-100- 1.72% |
$9.68K - $9.94K
|
5.7K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 15.96% |
$2.9K - $2.98K
|
158
$15.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-12- 0.57% |
$1.16K - $1.19K
|
2.09K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-4- 0.17% |
$387 - $397
|
2.3K
$224K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-649K- 46.83% |
$59.5M - $64.7M
|
736K
$71.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-457K- 99.46% |
$41.9M - $45.6M
|
2.5K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-354K- 87.44% |
$32.4M - $35.3M
|
50.8K
$4.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133K- 31.79% |
$12.2M - $13.3M
|
285K
$27.8M
|
|