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
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
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
May 17, 2021 Q1 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-2.14K
Closed
$243K - $253K
0 $0
May 13, 2021 Q1 2021
Cavalier Investments, LLC

SELL
 -
-1.98K
Closed
$224K - $233K
0 $0
Apr 09, 2021 Q1 2021
Family Legacy, Inc.

SELL
 -
-1.88K
Closed
$213K - $222K
0 $0
Apr 14, 2021 Q1 2021
Collective Family Office LLC

SELL
 -
-1.83K
Closed
$207K - $215K
0 $0
May 11, 2021 Q1 2021
Silvant Capital Management LLC

SELL
 -
-1.75K
Closed
$198K - $206K
0 $0
Apr 23, 2021 Q1 2021
Welch Group, LLC

SELL
 -
-1.74K
Closed
$197K - $205K
0 $0
May 17, 2021 Q1 2021
Asset Planning Corporation

SELL
 -
-840
Closed
$95.3K - $99.2K
0 $0
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-629
Closed
$71.3K - $74.2K
0 $0
May 13, 2021 Q1 2021
Mcmillion Capital Management Inc

SELL
 -
-460
Closed
$52.2K - $54.3K
0 $0
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-434
Closed
$49.2K - $51.2K
0 $0
May 17, 2021 Q1 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-406
Closed
$46K - $47.9K
0 $0
Apr 29, 2021 Q1 2021
Merrion Investment Management Co, LLC

SELL
 -
-185
Closed
$21K - $21.8K
0 $0
May 17, 2021 Q1 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-131
Closed
$14.9K - $15.5K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-75
Closed
$8.51K - $8.85K
0 $0
Apr 23, 2021 Q1 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-65
Closed
$7.37K - $7.67K
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-16
Closed
$1.81K - $1.89K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-66.2K
- 99.28%
$7.75M - $7.84M
478 $46.3K
May 24, 2024 Q4 2020
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-40.3K
- 12.42%
$4.72M - $4.77M
284K $27.5M
Feb 16, 2021 Q4 2020
Glovista Investments LLC

Jersey City, NJ
SELL
 -
-36K
Closed
$4.21M - $4.26M
0 $0
Jan 19, 2021 Q4 2020
Hedeker Wealth, LLC

SELL
 -
-28.9K
Closed
$3.38M - $3.42M
0 $0
Feb 12, 2021 Q4 2020
Makena Capital Management LLC

Menlo Park, CA
SELL
 -
-22.6K
Closed
$2.64M - $2.67M
0 $0
Feb 11, 2021 Q4 2020
Canandaigua National Corp

SELL
 -
-10.3K
Closed
$1.2M - $1.22M
0 $0
Jan 28, 2021 Q4 2020
Wealth Advisory Solutions, LLC

SELL
 -
-9.6K
Closed
$1.12M - $1.14M
0 $0
Feb 11, 2021 Q4 2020
Leo Brokerage, LLC

SELL
 -
-7.85K
Closed
$919K - $930K
0 $0
Feb 16, 2021 Q4 2020
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-5.03K
Closed
$589K - $596K
0 $0

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