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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|