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 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
$228K
|
|
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
$484
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-358- 92.51% |
$38K - $40.6K
|
29
$2.81K
|
|
Mar 28, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-332- 3.05% |
$35.2K - $37.6K
|
10.5K
$1.02M
|
|
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
$285K
|
|
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
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-15.9KClosed |
$1.81M - $1.84M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15.6KClosed |
$1.77M - $1.79M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.05KClosed |
$800K - $813K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6.65KClosed |
$754K - $767K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.33KClosed |
$605K - $615K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4KClosed |
$454K - $461K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.4KClosed |
$386K - $392K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-3.26KClosed |
$370K - $376K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.5KClosed |
$284K - $288K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-2.25KClosed |
$255K - $259K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.05KClosed |
$232K - $236K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.85KClosed |
$210K - $213K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.77KClosed |
$201K - $204K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$199K - $203K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.75KClosed |
$199K - $202K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-790- 24.69% |
$89.6K - $91.1K
|
2.41K
$233K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-405Closed |
$45.9K - $46.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-281Closed |
$31.9K - $32.4K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-220Closed |
$25K - $25.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-168Closed |
$19.1K - $19.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-146Closed |
$16.6K - $16.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-130Closed |
$14.7K - $15K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$11.3K - $11.5K
|
0
$0
|