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
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-16.7K
- 7.19%
$1.6M - $1.75M
216K $21.3M
Oct 27, 2022 Q3 2022
Global Strategic Investment Solutions, LLC

SELL
 -
-16K
- 61.92%
$1.53M - $1.67M
9.84K $971K
Oct 19, 2022 Q3 2022
Parisi Gray Wealth Management

SELL
 -
-14.5K
- 22.84%
$1.39M - $1.52M
49.1K $4.85M
Nov 10, 2022 Q3 2022
Ckw Financial Group

SELL
 -
-12.7K
- 63.89%
$1.21M - $1.32M
7.17K $708K
Nov 14, 2022 Q3 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-12.4K
- 8.13%
$1.19M - $1.29M
140K $13.8M
Nov 07, 2022 Q3 2022
Ifrah Financial Services, Inc.

SELL
 -
-8.68K
- 46.38%
$829K - $905K
10K $990K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
SELL
 -
-8.37K
- 15.72%
$800K - $873K
44.9K $4.43M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-7.92K
- 13.55%
$756K - $825K
50.5K $4.98M
Oct 13, 2022 Q3 2022
Francis Financial, Inc.

New York, NY
SELL
 -
-6.31K
Closed
$603K - $658K
0 $0
Nov 14, 2022 Q3 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-5.12K
Closed
$489K - $533K
0 $0
Nov 14, 2022 Q3 2022
Solidarilty Wealth, LLC

Lehi, UT
SELL
 -
-3.58K
- 17.0%
$342K - $373K
17.5K $1.73M
Nov 14, 2022 Q3 2022
Surevest, LLC

Los Angeles, CA
SELL
 -
-2.83K
- 1.84%
$270K - $295K
151K $14.9M
Sep 18, 2023 Q3 2022
Cape Ann Savings Bank

Gloucester, MA
SELL
 -
-1.97K
Closed
$188K - $205K
0 $0
Nov 02, 2022 Q3 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-1.79K
- 68.17%
$171K - $186K
835 $82.4K
Nov 14, 2022 Q3 2022
Virtus Fund Advisers, LLC

Hartford, CT
SELL
 -
-1.75K
Closed
$167K - $182K
0 $0
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 -
-1.38K
- 14.85%
$132K - $144K
7.92K $782K
Nov 14, 2022 Q3 2022
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-1.22K
- 8.99%
$116K - $127K
12.3K $1.21M
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-1.04K
Closed
$99.5K - $109K
0 $0
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

SELL
 -
-1.04K
- 1.09%
$99K - $108K
94.1K $9.28M
Oct 17, 2022 Q3 2022
Hfg Advisors, Inc.

SELL
 -
-1.02K
- 6.51%
$97.8K - $107K
14.7K $1.45M
Nov 07, 2022 Q3 2022
Efg Asset Management (Americas) Corp.

SELL
 -
-1K
- 20.24%
$95.9K - $105K
3.96K $390K
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

SELL
 -
-462
- 11.58%
$44.1K - $48.2K
3.53K $348K
Oct 20, 2022 Q3 2022
Crew Capital Management, Ltd.

SELL
 -
-393
- 14.13%
$37.5K - $41K
2.39K $236K
Nov 10, 2022 Q3 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
SELL
 -
-355
- 12.03%
$33.9K - $37K
2.6K $256K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-350
- 11.84%
$33.4K - $36.5K
2.61K $257K
Dec 19, 2024 Q3 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-239
Closed
$22.8K - $24.9K
0 $0
Nov 01, 2022 Q3 2022
Blooom, Inc.

SELL
 -
-178
- 7.56%
$17K - $18.6K
2.18K $215K
Oct 13, 2022 Q3 2022
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-153
- 6.39%
$14.6K - $15.9K
2.24K $221K
Nov 02, 2022 Q3 2022
Strategic Point Investment Advisors, LLC

Providence, RI
SELL
 -
-133
- 0.08%
$12.7K - $13.9K
169K $16.7M
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-110
- 1.36%
$10.5K - $11.5K
7.96K $786K
Oct 12, 2022 Q3 2022
Salvus Wealth Management, LLC

SELL
 -
-51
- 1.86%
$4.87K - $5.32K
2.7K $266K
Oct 17, 2022 Q3 2022
South Shore Capital Advisors

SELL
 -
-21
- 0.65%
$2.01K - $2.19K
3.23K $318K
Nov 08, 2022 Q3 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 PUT
-1
Closed
$95.5 - $104
0 $0
Q2 2022
Jul 22, 2022 Q2 2022
Aaron Wealth Advisors LLC

SELL
 -
-1.19M
- 99.37%
$118M - $127M
7.5K $740K
Aug 12, 2022 Q2 2022
Natixis

Paris, I0
SELL
 -
-600K
Closed
$59.4M - $64.1M
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-288K
Closed
$28.5M - $30.8M
0 $0
Aug 10, 2022 Q2 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-280K
Closed
$27.7M - $29.9M
0 $0
Aug 10, 2022 Q2 2022
Vcu Investment Management CO

Richmond, VA
SELL
 -
-277K
Closed
$27.4M - $29.6M
0 $0
Aug 12, 2022 Q2 2022
Amtrust Financial Services, Inc.

New York, NY
SELL
 -
-237K
- 70.63%
$23.5M - $25.3M
98.6K $9.72M
Aug 03, 2022 Q2 2022
Ddd Partners, LLC

SELL
 -
-161K
- 97.68%
$15.9M - $17.2M
3.82K $376K
Aug 03, 2022 Q2 2022
Spectrum Asset Management, Inc.

SELL
 -
-97.4K
- 95.63%
$9.64M - $10.4M
4.44K $438K
Jul 19, 2022 Q2 2022
Northland Capital Management LLC

SELL
 -
-88.7K
Closed
$8.78M - $9.48M
0 $0
Aug 08, 2022 Q2 2022
Allen Investment Management LLC

SELL
 -
-78.7K
Closed
$7.79M - $8.41M
0 $0
Jul 18, 2022 Q2 2022
Paragon Capital Management LTD

SELL
 -
-60.3K
Closed
$5.97M - $6.44M
0 $0
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

SELL
 -
-43.4K
- 95.14%
$4.3M - $4.64M
2.21K $218K
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-40.8K
- 95.3%
$4.04M - $4.36M
2.01K $198K
Aug 11, 2022 Q2 2022
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-38.2K
Closed
$3.78M - $4.08M
0 $0
Aug 01, 2022 Q2 2022
Integral Investment Advisors, Inc.

SELL
 -
-33.7K
Closed
$3.34M - $3.6M
0 $0
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-23.4K
Closed
$2.32M - $2.5M
0 $0

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