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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-17- 2.3% |
$1.93K - $1.96K
|
721
$69.8K
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$1.02K - $1.04K
|
3
$291
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-107KClosed |
$12.3M - $12.5M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-9.63KClosed |
$1.1M - $1.12M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-5.84KClosed |
$671K - $681K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.45KClosed |
$625K - $635K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-5.41KClosed |
$621K - $630K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.3KClosed |
$608K - $618K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-5KClosed |
$574K - $583K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.94KClosed |
$452K - $459K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.88KClosed |
$445K - $452K
|
0
$0
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-3KClosed |
$344K - $350K
|
0
$0
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-2.79KClosed |
$321K - $326K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$317K - $322K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.65KClosed |
$304K - $309K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.26KClosed |
$260K - $264K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.04KClosed |
$235K - $238K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-2K- 64.52% |
$230K - $233K
|
1.1K
$107K
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.9KClosed |
$218K - $222K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.84KClosed |
$211K - $215K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.81KClosed |
$207K - $211K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-1.67KClosed |
$192K - $195K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.25K- 34.85% |
$143K - $146K
|
2.34K
$226K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-432Closed |
$49.6K - $50.4K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$23K - $23.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-186Closed |
$21.3K - $21.7K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-151Closed |
$17.3K - $17.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-91Closed |
$10.4K - $10.6K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$6.31K - $6.41K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-14Closed |
$1.61K - $1.63K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-64.3KClosed |
$7.31M - $7.41M
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-15.4KClosed |
$1.75M - $1.77M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-14.5KClosed |
$1.65M - $1.67M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.45KClosed |
$620K - $629K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.86KClosed |
$552K - $560K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.88KClosed |
$441K - $447K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.86KClosed |
$439K - $445K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.71KClosed |
$308K - $312K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.23KClosed |
$254K - $257K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.02KClosed |
$230K - $233K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.83KClosed |
$208K - $210K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.63KClosed |
$185K - $188K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-483Closed |
$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
$207K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-289Closed |
$32.9K - $33.3K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-185Closed |
$21K - $21.3K
|
0
$0
|