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 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-262K- 94.26% |
$25.5M - $26.3M
|
15.9K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-102K- 23.63% |
$9.92M - $10.2M
|
329K
$32.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-102K- 62.55% |
$9.91M - $10.2M
|
60.9K
$6.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-79.6K- 47.17% |
$7.76M - $8.01M
|
89.2K
$8.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-74.5K- 91.9% |
$7.26M - $7.49M
|
6.57K
$648K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-21.1K- 87.58% |
$2.06M - $2.12M
|
3K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-17.9K- 22.03% |
$1.75M - $1.8M
|
63.5K
$6.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.5K- 8.37% |
$1.12M - $1.15M
|
125K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.5K- 48.84% |
$1.02M - $1.06M
|
11K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-10.2K- 19.29% |
$990K - $1.02M
|
42.5K
$4.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-6.13K- 65.1% |
$598K - $617K
|
3.29K
$324K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.09K- 63.92% |
$496K - $512K
|
2.87K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-4.32K- 57.92% |
$421K - $434K
|
3.14K
$309K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 3.55% |
$189K - $195K
|
52.6K
$5.19M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.85K- 14.73% |
$181K - $186K
|
10.7K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.45K- 35.81% |
$141K - $146K
|
2.6K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-1.44K- 3.28% |
$140K - $144K
|
42.3K
$4.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.4K- 16.5% |
$136K - $141K
|
7.08K
$699K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-603- 5.27% |
$58.8K - $60.6K
|
10.8K
$1.07M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-444- 3.44% |
$43.3K - $44.6K
|
12.5K
$1.23M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$40.4K - $41.6K
|
256
$25.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-344- 3.44% |
$33.5K - $34.6K
|
9.67K
$954K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-304- 7.04% |
$29.6K - $30.6K
|
4.02K
$396K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 8.05% |
$19.5K - $20.1K
|
2.28K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-195- 11.4% |
$19K - $19.6K
|
1.52K
$150K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-93- 0.78% |
$9.07K - $9.35K
|
11.9K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-73- 2.86% |
$7.12K - $7.34K
|
2.48K
$245K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-70- 3.24% |
$6.82K - $7.04K
|
2.09K
$206K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-25- 1.01% |
$2.44K - $2.51K
|
2.44K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20- 0.96% |
$1.95K - $2.01K
|
2.06K
$203K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.8% |
$1.95K - $2.01K
|
2.47K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.25% |
$682 - $704
|
2.78K
$274K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$390 - $402
|
2.2K
$217K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-383K- 99.87% |
$36.9M - $38.6M
|
483
$47.7K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-91.7K- 6.09% |
$8.83M - $9.24M
|
1.41M
$139M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-45.4K- 60.66% |
$4.37M - $4.57M
|
29.4K
$2.9M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-23.3K- 88.27% |
$2.24M - $2.35M
|
3.09K
$305K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-19.5K- 77.79% |
$1.88M - $1.97M
|
5.58K
$550K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.59K- 50.27% |
$539K - $564K
|
5.53K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.63K- 40.23% |
$349K - $365K
|
5.39K
$531K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.49K- 51.55% |
$336K - $352K
|
3.28K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.15K- 32.23% |
$207K - $217K
|
4.52K
$446K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.8K- 40.55% |
$173K - $181K
|
2.64K
$260K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.66K- 34.11% |
$160K - $167K
|
3.21K
$316K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.6K- 39.73% |
$154K - $161K
|
2.43K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.41K- 29.48% |
$135K - $142K
|
3.36K
$332K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.16K- 10.1% |
$111K - $117K
|
10.3K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.16K- 20.37% |
$111K - $116K
|
4.52K
$445K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-950- 75.1% |
$91.5K - $95.8K
|
315
$31.1K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-850- 17.0% |
$81.9K - $85.7K
|
4.15K
$409K
|
|