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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-108- 4.26% |
$9.9K - $10.8K
|
2.43K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-100- 4.67% |
$9.17K - $9.97K
|
2.04K
$201K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 4.56% |
$9.17K - $9.97K
|
2.09K
$206K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.2MClosed |
$1.43B - $1.5B
|
0
$0
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-18K- 21.52% |
$1.69M - $1.77M
|
65.7K
$6.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17.8K- 56.34% |
$1.67M - $1.75M
|
13.8K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-16K- 26.25% |
$1.5M - $1.58M
|
45K
$4.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-14.3K- 30.54% |
$1.34M - $1.4M
|
32.4K
$3.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-14K- 52.56% |
$1.32M - $1.38M
|
12.7K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.8K- 65.31% |
$1.2M - $1.26M
|
6.8K
$671K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.8K- 84.75% |
$1.11M - $1.17M
|
2.13K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 2.66% |
$976K - $1.02M
|
380K
$37.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-9.88K- 19.48% |
$927K - $972K
|
40.8K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-8.59K- 4.17% |
$806K - $846K
|
198K
$19.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.92K- 42.0% |
$744K - $780K
|
10.9K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-7.85K- 55.89% |
$737K - $773K
|
6.2K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.9K- 75.73% |
$647K - $679K
|
2.21K
$218K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.97K- 68.08% |
$560K - $588K
|
2.8K
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 68.83% |
$555K - $582K
|
2.68K
$264K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.49K- 12.09% |
$422K - $442K
|
32.7K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.14K- 51.85% |
$389K - $408K
|
3.85K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.08K- 36.61% |
$383K - $401K
|
7.06K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.03K- 96.16% |
$378K - $397K
|
161
$15.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 15.6% |
$240K - $251K
|
13.8K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.52K- 65.95% |
$236K - $248K
|
1.3K
$128K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 16.81% |
$185K - $194K
|
9.78K
$965K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.92K- 63.5% |
$181K - $189K
|
1.11K
$109K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.64K- 40.08% |
$154K - $161K
|
2.45K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.58K- 11.37% |
$149K - $156K
|
12.3K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.49K- 38.4% |
$140K - $146K
|
2.39K
$236K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.45K- 13.36% |
$136K - $143K
|
9.41K
$928K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.26K- 7.11% |
$119K - $124K
|
16.5K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.04K- 24.88% |
$97.7K - $102K
|
3.14K
$310K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-990- 27.57% |
$92.9K - $97.4K
|
2.6K
$257K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-461Closed |
$43.3K - $45.4K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-229- 4.34% |
$21.5K - $22.5K
|
5.05K
$498K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-200- 1.65% |
$18.8K - $19.7K
|
11.9K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-194- 6.43% |
$18.2K - $19.1K
|
2.82K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-133- 82.61% |
$12.5K - $13.1K
|
28
$2.76K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-120- 32.7% |
$11.3K - $11.8K
|
247
$24.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-96- 3.46% |
$9.01K - $9.45K
|
2.68K
$265K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-70- 2.76% |
$6.57K - $6.89K
|
2.46K
$243K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-39- 81.25% |
$3.66K - $3.84K
|
9
$888
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-32- 1.36% |
$3K - $3.15K
|
2.32K
$229K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-29- 1.18% |
$2.72K - $2.85K
|
2.44K
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-26- 0.96% |
$2.44K - $2.56K
|
2.68K
$264K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25- 0.8% |
$2.35K - $2.46K
|
3.09K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-22- 10.05% |
$2.06K - $2.17K
|
197
$19.4K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13- 0.38% |
$1.22K - $1.28K
|
3.38K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.18% |
$375 - $394
|
2.19K
$216K
|
|