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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-15.1K- 9.16% |
$1.45M - $1.54M
|
149K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.5K- 12.07% |
$1.4M - $1.48M
|
106K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-14.2K- 12.16% |
$1.37M - $1.45M
|
103K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 45.31% |
$1.35M - $1.43M
|
16.9K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14K- 51.38% |
$1.35M - $1.43M
|
13.2K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.2K- 30.85% |
$1.27M - $1.35M
|
29.6K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13K- 7.52% |
$1.25M - $1.32M
|
160K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.3K- 69.34% |
$1.18M - $1.25M
|
5.43K
$531K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12K- 99.31% |
$1.16M - $1.22M
|
84
$8.21K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-11.6K- 25.54% |
$1.12M - $1.19M
|
34K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.5K- 15.13% |
$1.1M - $1.17M
|
64.3K
$6.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.2K- 8.54% |
$1.08M - $1.14M
|
120K
$11.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.2K- 10.56% |
$1.08M - $1.14M
|
94.7K
$9.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ge Investment Management Corp.
Norwalk, CT |
SELL
|
- |
-11.1K- 99.91% |
$1.07M - $1.14M
|
10
$978
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10.9K- 12.77% |
$1.05M - $1.11M
|
74.5K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 15.22% |
$1.04M - $1.1M
|
60.2K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 17.21% |
$993K - $1.05M
|
49.6K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10K- 19.11% |
$964K - $1.02M
|
42.4K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10K- 34.54% |
$963K - $1.02M
|
19K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-9.87K- 3.23% |
$950K - $1.01M
|
295K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9.7K- 2.9% |
$934K - $989K
|
325K
$31.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-9.64K- 24.75% |
$928K - $983K
|
29.3K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-9.53K- 57.79% |
$917K - $971K
|
6.96K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9.48K- 17.11% |
$913K - $967K
|
45.9K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-9.39K- 69.14% |
$903K - $957K
|
4.19K
$410K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9.37K- 32.75% |
$902K - $956K
|
19.2K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.31K- 4.58% |
$896K - $949K
|
194K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.24K- 29.24% |
$889K - $942K
|
22.4K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.19K- 74.45% |
$884K - $937K
|
3.15K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.09K- 5.28% |
$874K - $926K
|
163K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-8.98K- 41.79% |
$865K - $916K
|
12.5K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.7K- 7.9% |
$838K - $888K
|
101K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.55K- 4.38% |
$823K - $872K
|
187K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-8.47K- 7.61% |
$815K - $864K
|
103K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.88K- 9.62% |
$759K - $804K
|
74.1K
$7.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-7.68K- 6.5% |
$739K - $784K
|
111K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-7.64K- 13.65% |
$735K - $779K
|
48.3K
$4.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-7.58K- 41.83% |
$729K - $773K
|
10.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-7.55K- 20.28% |
$726K - $770K
|
29.7K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.4K- 2.47% |
$712K - $754K
|
292K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.36K- 3.55% |
$709K - $751K
|
200K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-7.26K- 18.95% |
$698K - $740K
|
31K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 4.91% |
$698K - $739K
|
140K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.22K- 3.83% |
$695K - $737K
|
181K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.22K- 16.35% |
$695K - $737K
|
37K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.2K- 29.25% |
$693K - $734K
|
17.4K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.19K- 22.86% |
$692K - $733K
|
24.3K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-7.09K- 45.33% |
$682K - $723K
|
8.55K
$836K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.03K- 4.17% |
$677K - $717K
|
161K
$15.8M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-6.79K- 4.91% |
$654K - $692K
|
132K
$12.9M
|