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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-787- 27.18% |
$75.8K - $79.3K
|
2.11K
$208K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-784- 98.25% |
$75.5K - $79K
|
14
$1.38K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-661- 16.31% |
$63.7K - $66.6K
|
3.39K
$335K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-397- 14.69% |
$38.2K - $40K
|
2.31K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-328- 2.16% |
$31.6K - $33.1K
|
14.9K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-202- 5.78% |
$19.5K - $20.4K
|
3.29K
$325K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-107Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-104- 30.32% |
$10K - $10.5K
|
239
$23.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-101- 2.56% |
$9.73K - $10.2K
|
3.84K
$379K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 2.56% |
$9.63K - $10.1K
|
3.81K
$375K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-90- 4.2% |
$8.67K - $9.07K
|
2.05K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 2.0% |
$8.38K - $8.77K
|
4.27K
$421K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-84- 65.12% |
$8.09K - $8.47K
|
45
$4.44K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-70Closed |
$6.74K - $7.06K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-48- 15.89% |
$4.62K - $4.84K
|
254
$25.1K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-26- 10.36% |
$2.5K - $2.62K
|
225
$22.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23- 0.78% |
$2.22K - $2.32K
|
2.91K
$287K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-1.52M- 87.21% |
$142M - $151M
|
223K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-503K- 98.97% |
$47.1M - $50.2M
|
5.24K
$517K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-87K- 8.06% |
$8.14M - $8.67M
|
993K
$97.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-43.9K- 7.37% |
$4.11M - $4.38M
|
552K
$54.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-35.6K- 9.71% |
$3.34M - $3.55M
|
331K
$32.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-35.3K- 44.7% |
$3.3M - $3.52M
|
43.7K
$4.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-21.2K- 18.97% |
$1.99M - $2.12M
|
90.7K
$8.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16K- 1.54% |
$1.49M - $1.59M
|
1.02M
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.55K- 1.21% |
$894K - $952K
|
782K
$77.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-8.17K- 67.13% |
$765K - $814K
|
4K
$395K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-7.47K- 13.8% |
$699K - $744K
|
46.6K
$4.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.35K- 77.55% |
$408K - $434K
|
1.26K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.62K- 7.83% |
$339K - $361K
|
42.6K
$4.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.74K- 51.13% |
$256K - $273K
|
2.62K
$258K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.45KClosed |
$229K - $244K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.2K- 34.19% |
$112K - $119K
|
2.3K
$227K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.15K- 5.46% |
$107K - $114K
|
19.9K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-729- 18.6% |
$68.3K - $72.7K
|
3.19K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-641- 22.03% |
$60K - $63.9K
|
2.27K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-324- 3.76% |
$30.3K - $32.3K
|
8.3K
$819K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-298- 89.22% |
$27.9K - $29.7K
|
36
$3.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-254- 10.06% |
$23.8K - $25.3K
|
2.27K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-162- 5.65% |
$15.2K - $16.1K
|
2.71K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-89- 8.07% |
$8.33K - $8.87K
|
1.01K
$100K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-49- 0.55% |
$4.59K - $4.88K
|
8.91K
$879K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-786K- 99.71% |
$75.1M - $81.9M
|
2.25K
$222K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-465K- 99.11% |
$44.4M - $48.5M
|
4.2K
$414K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-120KClosed |
$11.5M - $12.5M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-84.7K- 99.91% |
$8.1M - $8.83M
|
75
$7.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-32.7K- 27.3% |
$3.12M - $3.4M
|
87K
$8.58M
|
|
|
Feb 10, 2025
Q3 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-24.7KClosed |
$2.36M - $2.58M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-22.5K- 90.82% |
$2.15M - $2.35M
|
2.28K
$225K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-17.5K- 24.28% |
$1.67M - $1.82M
|
54.5K
$5.38M
|
|