Latest Institutional Sells of Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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
Oct 18, 2021 Q3 2021
Moser Wealth Advisors, LLC

SELL
 -
-55
Closed
$6.31K - $6.41K
0 $0
Oct 08, 2021 Q3 2021
Johnson Midwest Financial, LLC

SELL
 -
-14
Closed
$1.61K - $1.63K
0 $0
Q2 2021
Jul 27, 2021 Q2 2021
West Financial Advisors, LLC

SELL
 -
-64.3K
Closed
$7.31M - $7.41M
0 $0
Aug 11, 2021 Q2 2021
Menard Financial Group LLC

Houston, TX
SELL
 -
-32.6K
Closed
$3.7M - $3.76M
0 $0
Mar 28, 2023 Q2 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-19.4K
- 88.13%
$2.21M - $2.24M
2.61K $256K
Jul 15, 2021 Q2 2021
Planning Alternatives LTD

SELL
 -
-15.4K
Closed
$1.75M - $1.77M
0 $0
Aug 16, 2021 Q2 2021
Centiva Capital, LP

New York, NY
SELL
 -
-14.5K
Closed
$1.65M - $1.67M
0 $0
Aug 06, 2021 Q2 2021
Delta Investment Management, LLC

SELL
 -
-5.45K
Closed
$620K - $629K
0 $0
Jul 22, 2021 Q2 2021
Strategic Investment Advisors

Farmington Hills, MI
SELL
 -
-5.09K
Closed
$579K - $587K
0 $0
Jul 27, 2021 Q2 2021
Mirador Capital Partners LP

SELL
 -
-4.86K
Closed
$552K - $560K
0 $0
Jul 23, 2021 Q2 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-3.86K
Closed
$439K - $445K
0 $0
Jul 30, 2021 Q2 2021
Rathbones Group PLC

Liverpool, X0
SELL
 -
-2.71K
Closed
$308K - $312K
0 $0
Aug 16, 2021 Q2 2021
Capital Advantage, Inc.

SELL
 -
-2.23K
Closed
$254K - $257K
0 $0
Aug 16, 2021 Q2 2021
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-2.02K
Closed
$230K - $233K
0 $0
Aug 10, 2021 Q2 2021
Levy Wealth Management Group, LLC

SELL
 -
-1.97K
Closed
$225K - $228K
0 $0
Jul 29, 2021 Q2 2021
One Plus One Wealth Management, LLC

SELL
 -
-1.97K
Closed
$225K - $228K
0 $0
Aug 16, 2021 Q2 2021
Harvest Volatility Management LLC

SELL
 -
-1.83K
Closed
$208K - $210K
0 $0
Aug 06, 2021 Q2 2021
Sfmg, LLC

SELL
 -
-1.79K
Closed
$204K - $207K
0 $0
Jul 28, 2021 Q2 2021
Valtinson Bruner Financial Planning LLC

SELL
 -
-1.79K
Closed
$204K - $207K
0 $0
Aug 09, 2021 Q2 2021
Clark Financial Services Group Inc

Chesterfield, MO
SELL
 -
-1.63K
Closed
$185K - $188K
0 $0
Jul 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-483
Closed
$55K - $55.7K
0 $0
Jul 21, 2021 Q2 2021
Carl P. Sherr & Co., LLC

SELL
 -
-365
- 14.57%
$41.5K - $42.1K
2.14K $210K
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-289
Closed
$32.9K - $33.3K
0 $0
Aug 04, 2021 Q2 2021
Financial Advantage, Inc.

SELL
 -
-185
Closed
$21K - $21.3K
0 $0
Aug 10, 2021 Q2 2021
Dcm Advisors, LLC

New York, NY
SELL
 -
-111
Closed
$12.6K - $12.8K
0 $0
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-82
Closed
$9.33K - $9.46K
0 $0
Aug 04, 2021 Q2 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-71
Closed
$8.08K - $8.19K
0 $0
Aug 05, 2021 Q2 2021
Dougherty Wealth Advisers LLC

SELL
 -
-13
Closed
$1.48K - $1.5K
0 $0
Q1 2021
May 14, 2021 Q1 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-59K
Closed
$6.69M - $6.96M
0 $0
May 14, 2021 Q1 2021
Reliant Wealth Planning

SELL
 -
-53.3K
Closed
$6.05M - $6.29M
0 $0
May 17, 2021 Q1 2021
Context Capital Management, LLC

SELL
 -
-41.6K
Closed
$4.72M - $4.91M
0 $0
May 06, 2021 Q1 2021
Daniels&Tansey,Llp

SELL
 -
-28.6K
Closed
$3.24M - $3.37M
0 $0
Apr 15, 2021 Q1 2021
Townsend & Associates, Inc

SELL
 -
-26.4K
Closed
$2.99M - $3.12M
0 $0
May 11, 2021 Q1 2021
Holderness Investments CO

Greensboro, NC
SELL
 -
-24K
Closed
$2.72M - $2.83M
0 $0
May 13, 2021 Q1 2021
X Square Capital, LLC

SELL
 -
-21.8K
Closed
$2.47M - $2.57M
0 $0
Aug 10, 2021 Q1 2021
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-20.1K
Closed
$2.27M - $2.37M
0 $0
Apr 27, 2021 Q1 2021
Castle Rock Wealth Management, LLC

SELL
 -
-19.4K
Closed
$2.2M - $2.29M
0 $0
May 11, 2021 Q1 2021
Hanseatic Management Services Inc

SELL
 -
-17.7K
Closed
$2.01M - $2.09M
0 $0
May 13, 2021 Q1 2021
Payden & Rygel

Los Angeles, CA
SELL
 -
-14.2K
Closed
$1.61M - $1.67M
0 $0
May 12, 2021 Q1 2021
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-13.3K
Closed
$1.51M - $1.57M
0 $0
May 14, 2021 Q1 2021
Lee Capital Holdings LLC

New York, NY
SELL
 -
-11.6K
Closed
$1.32M - $1.37M
0 $0
May 14, 2021 Q1 2021
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-8.38K
Closed
$950K - $989K
0 $0
May 05, 2021 Q1 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-5.46K
Closed
$619K - $644K
0 $0
May 12, 2021 Q1 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-4.69K
Closed
$531K - $553K
0 $0
Apr 26, 2021 Q1 2021
Gen Wealth Group, Inc.

SELL
 -
-3.28K
Closed
$371K - $387K
0 $0
May 11, 2021 Q1 2021
Ashfield Capital Partners, LLC

SELL
 -
-3K
Closed
$341K - $355K
0 $0
May 12, 2021 Q1 2021
1492 Capital Management LLC

Milwaukee, WI
SELL
 -
-2.83K
Closed
$321K - $334K
0 $0
May 18, 2021 Q1 2021
Principle Wealth Partners LLC

SELL
 -
-2.7K
Closed
$306K - $318K
0 $0
May 07, 2021 Q1 2021
Mengis Capital Management, Inc.

SELL
 -
-2.34K
Closed
$265K - $276K
0 $0

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