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 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.58KClosed |
$419K - $424K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2.47KClosed |
$289K - $292K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
SELL
|
- |
-2.2KClosed |
$257K - $260K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-2.07KClosed |
$242K - $245K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.96KClosed |
$229K - $232K
|
0
$0
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$221K - $224K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.73KClosed |
$203K - $205K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.72KClosed |
$202K - $204K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-273Closed |
$32K - $32.3K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-251Closed |
$29.4K - $29.7K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Manchester Financial Inc
|
SELL
|
- |
-231Closed |
$27K - $27.4K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-88Closed |
$10.3K - $10.4K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-341KClosed |
$40.2M - $40.8M
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Q3 Asset Management
|
SELL
|
- |
-23.5KClosed |
$2.77M - $2.81M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-19.4KClosed |
$2.29M - $2.32M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-10.1KClosed |
$1.19M - $1.21M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-6.85KClosed |
$808K - $819K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5.96KClosed |
$703K - $713K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-4.28KClosed |
$505K - $512K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.73KClosed |
$440K - $446K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.45KClosed |
$407K - $413K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.04KClosed |
$358K - $363K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.86KClosed |
$337K - $342K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.9KClosed |
$224K - $227K
|
0
$0
|
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.84KClosed |
$217K - $220K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Ogorek Anthony Joseph
|
SELL
|
- |
-91Closed |
$10.7K - $10.9K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Costello Asset Management, Inc
|
SELL
|
- |
-56Closed |
$6.61K - $6.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-16Closed |
$1.89K - $1.91K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-4Closed |
$472 - $479
|
0
$0
|
|
Q2 2020 | |||||||
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-51.3KClosed |
$5.88M - $6.06M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-19.2KClosed |
$2.2M - $2.27M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Smh Capital Advisors Inc
|
SELL
|
- |
-12.8KClosed |
$1.46M - $1.51M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.97KClosed |
$914K - $942K
|
0
$0
|
|
Nov 23, 2020
Q2 2020
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-2.03KClosed |
$233K - $240K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.02KClosed |
$232K - $239K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.93KClosed |
$221K - $228K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.77KClosed |
$203K - $209K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-948Closed |
$109K - $112K
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-600Closed |
$68.8K - $70.9K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-184Closed |
$21.1K - $21.8K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-126Closed |
$14.5K - $14.9K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-36Closed |
$4.13K - $4.26K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-20Closed |
$2.29K - $2.36K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-14Closed |
$1.61K - $1.65K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-220KClosed |
$23.4M - $25.9M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-98.2KClosed |
$10.5M - $11.6M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Parker Investment Management, LLC
|
SELL
|
- |
-33.4KClosed |
$3.56M - $3.94M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-28.7KClosed |
$3.06M - $3.39M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-6.08KClosed |
$648K - $716K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Claybrook Capital, LLC
|
SELL
|
- |
-5KClosed |
$533K - $589K
|
0
$0
|