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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-55.5K- 5.37% |
$5.35M - $5.66M
|
979K
$97.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-53.9K- 60.79% |
$5.19M - $5.5M
|
34.8K
$3.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-51.7K- 34.08% |
$4.97M - $5.27M
|
100K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-51.4K- 65.85% |
$4.95M - $5.24M
|
26.7K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-51.3K- 99.81% |
$4.94M - $5.23M
|
99
$9.82K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-51.1K- 11.05% |
$4.92M - $5.21M
|
411K
$40.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-49.3K- 9.37% |
$4.75M - $5.03M
|
477K
$47.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.4K- 9.86% |
$4.57M - $4.84M
|
434K
$43M
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-46.7K- 48.96% |
$4.49M - $4.76M
|
48.7K
$4.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-45.7K- 87.64% |
$4.4M - $4.66M
|
6.44K
$639K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-44.1K- 19.61% |
$4.24M - $4.49M
|
181K
$17.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.1K- 2.73% |
$4.15M - $4.4M
|
1.54M
$152M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-39.8K- 6.04% |
$3.83M - $4.06M
|
620K
$61.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-38.3K- 25.5% |
$3.69M - $3.9M
|
112K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
P/E Global LLC
|
SELL
|
- |
-37.5K- 8.05% |
$3.61M - $3.82M
|
428K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-34.7K- 67.58% |
$3.34M - $3.54M
|
16.7K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-34.2K- 74.91% |
$3.3M - $3.49M
|
11.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 28.99% |
$3.28M - $3.47M
|
83.4K
$8.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-33.3K- 6.94% |
$3.2M - $3.39M
|
446K
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-31.8K- 3.93% |
$3.06M - $3.24M
|
776K
$77M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31.8K- 58.72% |
$3.06M - $3.24M
|
22.3K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31.2K- 3.38% |
$3.01M - $3.19M
|
894K
$88.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-30.9K- 19.07% |
$2.98M - $3.15M
|
131K
$13M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-29.9K- 9.18% |
$2.88M - $3.05M
|
296K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 1.56% |
$2.88M - $3.05M
|
1.89M
$187M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-29.5K- 44.96% |
$2.84M - $3.01M
|
36.1K
$3.58M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-29.5K- 38.66% |
$2.84M - $3.01M
|
46.8K
$4.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-29.3K- 11.66% |
$2.82M - $2.99M
|
222K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-29.3K- 8.71% |
$2.82M - $2.99M
|
307K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.8K- 35.65% |
$2.77M - $2.94M
|
52K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28K- 2.87% |
$2.69M - $2.85M
|
947K
$93.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.7K- 6.93% |
$2.67M - $2.83M
|
372K
$36.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 19.73% |
$2.29M - $2.42M
|
96.7K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 1.8% |
$2.24M - $2.38M
|
1.27M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.6K- 2.36% |
$2.08M - $2.2M
|
891K
$88.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-21.5K- 66.55% |
$2.07M - $2.2M
|
10.8K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-21.5K- 97.28% |
$2.07M - $2.19M
|
601
$59.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21.1K- 5.11% |
$2.03M - $2.15M
|
391K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-20.3K- 18.45% |
$1.96M - $2.07M
|
89.9K
$8.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.9K- 9.02% |
$1.91M - $2.03M
|
201K
$19.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 0.98% |
$1.89M - $2M
|
1.98M
$196M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19.1K- 52.05% |
$1.83M - $1.94M
|
17.6K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.9K- 14.83% |
$1.82M - $1.93M
|
109K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-18.3K- 6.29% |
$1.76M - $1.87M
|
273K
$27.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-18.1K- 74.73% |
$1.74M - $1.85M
|
6.12K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-17.2K- 1.91% |
$1.65M - $1.75M
|
882K
$87.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-16.9K- 75.77% |
$1.62M - $1.72M
|
5.39K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.3K- 42.74% |
$1.57M - $1.66M
|
21.9K
$2.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16K- 8.02% |
$1.54M - $1.63M
|
184K
$18.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-15.8K- 6.67% |
$1.52M - $1.61M
|
221K
$21.9M
|