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 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-5.26KClosed |
$558K - $596K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.17KClosed |
$549K - $586K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-4.4KClosed |
$467K - $499K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.37KClosed |
$463K - $495K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.28KClosed |
$455K - $485K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.28KClosed |
$454K - $485K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4KClosed |
$424K - $453K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.24KClosed |
$344K - $368K
|
0
$0
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.5KClosed |
$266K - $284K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.5KClosed |
$265K - $283K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.48KClosed |
$263K - $281K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.46KClosed |
$260K - $278K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.35KClosed |
$249K - $266K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.2KClosed |
$233K - $249K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.05KClosed |
$218K - $232K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.97KClosed |
$209K - $223K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-1.94KClosed |
$205K - $219K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.85KClosed |
$196K - $210K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.84KClosed |
$195K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-1.82KClosed |
$193K - $206K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.82KClosed |
$193K - $206K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-1.82KClosed |
$193K - $206K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.79KClosed |
$190K - $203K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$187K - $199K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$169K - $181K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.59KClosed |
$169K - $180K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.39KClosed |
$147K - $157K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-666- 22.02% |
$70.7K - $75.5K
|
2.36K
$233K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-617Closed |
$65.5K - $69.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-612Closed |
$64.9K - $69.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-585Closed |
$62.1K - $66.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-514- 99.04% |
$54.5K - $58.2K
|
5
$493
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-358- 92.51% |
$38K - $40.6K
|
29
$2.86K
|
|
|
Mar 28, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-332- 3.05% |
$35.2K - $37.6K
|
10.5K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-322Closed |
$34.2K - $36.5K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-269Closed |
$28.5K - $30.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-175Closed |
$18.6K - $19.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-140Closed |
$14.9K - $15.9K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-112Closed |
$11.9K - $12.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-78Closed |
$8.28K - $8.84K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-54Closed |
$5.73K - $6.12K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10Closed |
$1.06K - $1.13K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-5Closed |
$531 - $567
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-98KClosed |
$11.1M - $11.3M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-54.2KClosed |
$6.15M - $6.25M
|
0
$0
|
|
|
May 19, 2025
Q4 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-32.9K- 91.79% |
$3.74M - $3.8M
|
2.95K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-31.6KClosed |
$3.59M - $3.65M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-26.5KClosed |
$3M - $3.05M
|
0
$0
|
|