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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-200K- 29.01% |
$19.1M - $19.8M
|
489K
$48.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-175K- 1.36% |
$16.8M - $17.4M
|
12.7M
$1.25B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-164K- 4.54% |
$15.7M - $16.3M
|
3.45M
$341M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-160K- 11.99% |
$15.4M - $15.9M
|
1.18M
$116M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-151K- 3.32% |
$14.5M - $15M
|
4.41M
$436M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-147K- 35.57% |
$14.1M - $14.6M
|
266K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-141K- 98.37% |
$13.5M - $14M
|
2.33K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-141K- 50.64% |
$13.5M - $14M
|
137K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-140K- 34.86% |
$13.4M - $13.9M
|
262K
$25.9M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-128K- 29.95% |
$12.3M - $12.7M
|
299K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 2.42% |
$12.1M - $12.5M
|
5.08M
$501M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-119K- 35.27% |
$11.4M - $11.8M
|
219K
$21.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-116K- 90.42% |
$11.2M - $11.6M
|
12.3K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-113K- 1.27% |
$10.8M - $11.2M
|
8.77M
$865M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-108K- 65.34% |
$10.4M - $10.7M
|
57.3K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-105K- 31.64% |
$10M - $10.4M
|
226K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102K- 31.54% |
$9.81M - $10.2M
|
222K
$21.9M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95.6K- 17.72% |
$9.16M - $9.49M
|
444K
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-92.7K- 9.2% |
$8.89M - $9.2M
|
915K
$90.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-90.7K- 75.58% |
$8.7M - $9M
|
29.3K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-89.4K- 84.15% |
$8.57M - $8.87M
|
16.8K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87.3K- 20.79% |
$8.37M - $8.67M
|
333K
$32.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 10.23% |
$8.37M - $8.66M
|
766K
$75.6M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-78.7K- 8.99% |
$7.54M - $7.81M
|
797K
$78.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.5K- 4.39% |
$7.52M - $7.79M
|
1.71M
$169M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-78.3K- 22.75% |
$7.51M - $7.77M
|
266K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-76.3K- 9.08% |
$7.32M - $7.58M
|
764K
$75.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-76.3K- 11.21% |
$7.31M - $7.57M
|
604K
$59.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.9K- 94.98% |
$7.27M - $7.53M
|
4.01K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-75.1K- 18.22% |
$7.2M - $7.45M
|
337K
$33.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-69.9K- 15.61% |
$6.7M - $6.94M
|
378K
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-68.9K- 36.47% |
$6.61M - $6.84M
|
120K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.2K- 69.29% |
$6.25M - $6.47M
|
28.9K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-65.1K- 91.09% |
$6.24M - $6.46M
|
6.37K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-62.7K- 91.2% |
$6.01M - $6.22M
|
6.05K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-60.8K- 57.62% |
$5.82M - $6.03M
|
44.7K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-59.5K- 15.99% |
$5.7M - $5.91M
|
313K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-58.9K- 12.37% |
$5.65M - $5.85M
|
418K
$41.2M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-58.2K- 64.83% |
$5.58M - $5.78M
|
31.6K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-55.4K- 86.41% |
$5.31M - $5.5M
|
8.71K
$859K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-54.7K- 17.91% |
$5.24M - $5.42M
|
250K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-54.5K- 4.03% |
$5.22M - $5.41M
|
1.3M
$128M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-54.2K- 46.26% |
$5.19M - $5.38M
|
62.9K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51.3K- 37.78% |
$4.92M - $5.09M
|
84.5K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.6K- 29.89% |
$4.85M - $5.02M
|
119K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-49.8K- 44.47% |
$4.77M - $4.94M
|
62.2K
$6.14M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-47.9K- 10.74% |
$4.59M - $4.75M
|
398K
$39.2M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-47.6K- 13.9% |
$4.57M - $4.73M
|
295K
$29.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-46.8K- 86.45% |
$4.49M - $4.65M
|
7.34K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.2K- 7.79% |
$4.42M - $4.58M
|
546K
$53.9M
|