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 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-1.88KClosed |
$213K - $222K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.83KClosed |
$207K - $215K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.75KClosed |
$198K - $206K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Welch Group, LLC
|
SELL
|
- |
-1.74KClosed |
$197K - $205K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-840Closed |
$95.3K - $99.2K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-629Closed |
$71.3K - $74.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-460Closed |
$52.2K - $54.3K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-434Closed |
$49.2K - $51.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-406Closed |
$46K - $47.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-185Closed |
$21K - $21.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-131Closed |
$14.9K - $15.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-75Closed |
$8.51K - $8.85K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-65Closed |
$7.37K - $7.67K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16Closed |
$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
$47.2K
|
|
|
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-40.3K- 12.42% |
$4.72M - $4.77M
|
284K
$28M
|
|
|
Feb 16, 2021
Q4 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-36KClosed |
$4.21M - $4.26M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-28.9KClosed |
$3.38M - $3.42M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-22.6KClosed |
$2.64M - $2.67M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-10.3KClosed |
$1.2M - $1.22M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.6KClosed |
$1.12M - $1.14M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
SELL
|
- |
-7.85KClosed |
$919K - $930K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.03KClosed |
$589K - $596K
|
0
$0
|
|
|
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
|
|