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 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.64K- 1.88% |
$639K - $677K
|
347K
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-6.5K- 39.39% |
$626K - $663K
|
10K
$992K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.47K- 65.17% |
$623K - $660K
|
3.46K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.34K- 4.55% |
$610K - $646K
|
133K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.33K- 4.11% |
$609K - $646K
|
148K
$14.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.22K- 4.85% |
$598K - $634K
|
122K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.1K- 2.14% |
$587K - $622K
|
279K
$27.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5.82K- 82.41% |
$560K - $594K
|
1.24K
$123K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.8K- 66.4% |
$558K - $591K
|
2.93K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.64K- 40.13% |
$542K - $575K
|
8.41K
$834K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.53K- 1.6% |
$533K - $564K
|
340K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.44K- 35.19% |
$524K - $555K
|
10K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.43K- 3.91% |
$523K - $554K
|
133K
$13.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.91K- 30.72% |
$472K - $501K
|
11.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 36.08% |
$471K - $499K
|
8.67K
$860K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.81K- 9.15% |
$463K - $490K
|
47.7K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4.78K- 66.37% |
$460K - $488K
|
2.42K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.76K- 46.16% |
$458K - $485K
|
5.55K
$551K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.71K- 40.16% |
$454K - $481K
|
7.02K
$697K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.61K- 1.44% |
$444K - $470K
|
316K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.51K- 15.19% |
$434K - $460K
|
25.2K
$2.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.43K- 11.39% |
$426K - $451K
|
34.4K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-4.38K- 6.88% |
$422K - $447K
|
59.3K
$5.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.32K- 4.54% |
$416K - $440K
|
90.7K
$9M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-4.3K- 14.01% |
$414K - $439K
|
26.4K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4.27K- 10.53% |
$411K - $435K
|
36.3K
$3.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.26K- 20.01% |
$410K - $434K
|
17K
$1.69M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.22K- 13.74% |
$406K - $430K
|
26.5K
$2.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.21K- 41.14% |
$405K - $429K
|
6.02K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.16K- 9.19% |
$400K - $424K
|
41.1K
$4.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 2.16% |
$400K - $423K
|
188K
$18.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.06K- 10.02% |
$390K - $414K
|
36.4K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 2.8% |
$384K - $407K
|
139K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 30.62% |
$381K - $403K
|
8.96K
$889K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.95K- 5.1% |
$381K - $403K
|
73.5K
$7.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.93K- 7.98% |
$378K - $401K
|
45.3K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.92K- 6.24% |
$378K - $400K
|
59K
$5.85M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.88K- 12.2% |
$373K - $396K
|
27.9K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 50.65% |
$373K - $396K
|
3.78K
$375K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.8K- 1.59% |
$366K - $388K
|
235K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.72K- 24.36% |
$358K - $380K
|
11.6K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.64K- 46.17% |
$350K - $371K
|
4.24K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.63K- 61.35% |
$349K - $370K
|
2.28K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.52K- 35.38% |
$339K - $359K
|
6.42K
$637K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.5K- 10.74% |
$337K - $357K
|
29.1K
$2.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.43K- 1.71% |
$330K - $349K
|
197K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.41K- 7.45% |
$328K - $347K
|
42.3K
$4.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.35K- 13.96% |
$322K - $342K
|
20.6K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.26K- 10.77% |
$313K - $332K
|
27K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.23K- 4.38% |
$311K - $329K
|
70.5K
$7M
|