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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-16.3K- 87.08% |
$1.56M - $1.62M
|
2.42K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-16.2K- 20.46% |
$1.55M - $1.61M
|
63K
$6.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 8.29% |
$1.53M - $1.59M
|
177K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.9K- 8.7% |
$1.53M - $1.58M
|
167K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15.7K- 5.14% |
$1.5M - $1.55M
|
289K
$28M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.6K- 5.07% |
$1.49M - $1.55M
|
292K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-15.4K- 43.23% |
$1.48M - $1.53M
|
20.3K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 2.92% |
$1.48M - $1.53M
|
512K
$49.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15K- 36.09% |
$1.44M - $1.49M
|
26.6K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-14.9K- 85.75% |
$1.43M - $1.48M
|
2.48K
$240K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-14.8K- 1.67% |
$1.41M - $1.46M
|
870K
$84.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.6K- 6.69% |
$1.4M - $1.45M
|
203K
$19.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.5K- 61.45% |
$1.39M - $1.44M
|
9.1K
$881K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.4K- 88.88% |
$1.38M - $1.43M
|
1.8K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.3K- 12.14% |
$1.37M - $1.42M
|
104K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.1K- 11.86% |
$1.35M - $1.4M
|
105K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-14K- 17.44% |
$1.34M - $1.39M
|
66.2K
$6.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 12.58% |
$1.34M - $1.38M
|
97K
$9.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-13.8K- 59.27% |
$1.33M - $1.37M
|
9.52K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 1.68% |
$1.26M - $1.31M
|
771K
$74.6M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-13.2K- 10.38% |
$1.26M - $1.31M
|
114K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-13.1K- 46.99% |
$1.26M - $1.3M
|
14.8K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.8K- 12.0% |
$1.23M - $1.27M
|
94.1K
$9.11M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-12.3K- 75.47% |
$1.18M - $1.23M
|
4.01K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.2K- 12.85% |
$1.17M - $1.21M
|
82.6K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.1K- 3.15% |
$1.16M - $1.2M
|
371K
$35.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12.1K- 3.07% |
$1.16M - $1.2M
|
382K
$37M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.1K- 1.94% |
$1.16M - $1.2M
|
610K
$59.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-12.1K- 74.65% |
$1.16M - $1.2M
|
4.09K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 6.22% |
$1.13M - $1.17M
|
178K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.6K- 10.08% |
$1.12M - $1.16M
|
104K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-11.6K- 42.17% |
$1.11M - $1.15M
|
15.9K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.5K- 93.48% |
$1.11M - $1.15M
|
805
$78K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-11.5K- 19.92% |
$1.11M - $1.15M
|
46.4K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11.4K- 38.59% |
$1.09M - $1.13M
|
18.1K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.2K- 0.87% |
$1.07M - $1.11M
|
1.28M
$124M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2K- 56.52% |
$1.07M - $1.11M
|
8.6K
$833K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-11.2K- 84.32% |
$1.07M - $1.11M
|
2.08K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-11.1K- 2.73% |
$1.06M - $1.1M
|
396K
$38.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-11K- 10.07% |
$1.05M - $1.09M
|
98.2K
$9.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11K- 6.0% |
$1.05M - $1.09M
|
172K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-10.9K- 11.31% |
$1.04M - $1.08M
|
85.1K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.6K- 6.56% |
$1.02M - $1.05M
|
151K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-10.6K- 6.45% |
$1.02M - $1.05M
|
154K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 41.51% |
$985K - $1.02M
|
14.5K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.2K- 3.81% |
$977K - $1.01M
|
257K
$24.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.1K- 9.49% |
$966K - $1M
|
96.1K
$9.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10K- 39.72% |
$963K - $997K
|
15.2K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10K- 60.02% |
$962K - $996K
|
6.69K
$647K
|