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 16, 2020
Q1 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.36KClosed |
$251K - $278K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.22KClosed |
$236K - $262K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.11KClosed |
$224K - $248K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.86KClosed |
$199K - $220K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.79KClosed |
$191K - $211K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-1.78KClosed |
$190K - $210K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-292Closed |
$31.1K - $34.4K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-270Closed |
$28.8K - $31.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-176Closed |
$18.8K - $20.7K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-88Closed |
$9.38K - $10.4K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Asio Capital, LLC
|
SELL
|
- |
-50Closed |
$5.33K - $5.89K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-114KClosed |
$12.7M - $13M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-95.6KClosed |
$10.7M - $10.9M
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-33.1KClosed |
$3.7M - $3.77M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.41KClosed |
$381K - $388K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-3.31KClosed |
$370K - $377K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.51KClosed |
$281K - $286K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.34KClosed |
$261K - $266K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Conning Inc.
|
SELL
|
- |
-125Closed |
$14K - $14.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-60KClosed |
$6.71M - $6.8M
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Washington Trust Bank
|
SELL
|
- |
-27.5KClosed |
$3.08M - $3.12M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.44KClosed |
$497K - $503K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.49KClosed |
$390K - $395K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Highland Private Wealth Management
|
SELL
|
- |
-2.76KClosed |
$309K - $313K
|
0
$0
|
|
|
Mar 08, 2022
Q3 2019
|
Jvl Associates LLC
|
SELL
|
- |
-2.01KClosed |
$225K - $228K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.39KClosed |
$156K - $158K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.16KClosed |
$129K - $131K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-309Closed |
$34.5K - $35K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-133Closed |
$14.9K - $15.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-121KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.01KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.98KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.95KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-568Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-162Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-108Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-17Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.45MClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-95.2KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
PUT |
-50KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Forte Capital LLC
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.33KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-6.04KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|
|
Nov 18, 2022
Q1 2019
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.95KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.85KClosed |
N/A
|
0
$0
|
|