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 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10K- 3.26% |
$959K - $993K
|
297K
$28.8M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-9.9K- 6.92% |
$949K - $982K
|
133K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.86K- 9.63% |
$945K - $979K
|
92.5K
$8.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-9.79K- 1.88% |
$938K - $972K
|
510K
$49.4M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.71K- 13.05% |
$931K - $964K
|
64.7K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.68K- 70.94% |
$928K - $961K
|
3.97K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.66K- 24.96% |
$926K - $959K
|
29K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.4K- 3.29% |
$901K - $933K
|
277K
$26.8M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.37K- 13.8% |
$898K - $930K
|
58.5K
$5.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.42K- 98.99% |
$807K - $836K
|
86
$8.33K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-8.35K- 16.46% |
$800K - $828K
|
42.4K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.24K- 19.92% |
$790K - $818K
|
33.1K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8.23K- 46.25% |
$789K - $817K
|
9.57K
$927K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-8.23K- 15.71% |
$789K - $817K
|
44.2K
$4.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.19K- 5.59% |
$785K - $813K
|
138K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.17K- 17.75% |
$783K - $811K
|
37.9K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-8.16K- 2.84% |
$782K - $810K
|
279K
$27.1M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.12K- 8.16% |
$779K - $806K
|
91.5K
$8.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.95K- 32.19% |
$762K - $789K
|
16.7K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.94K- 1.77% |
$761K - $788K
|
440K
$42.6M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-7.8K- 4.84% |
$747K - $774K
|
153K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.75K- 3.65% |
$743K - $770K
|
205K
$19.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.7K- 16.79% |
$738K - $764K
|
38.2K
$3.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7.61K- 20.06% |
$729K - $755K
|
30.3K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-7.57K- 55.95% |
$726K - $752K
|
5.96K
$577K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.41K- 52.86% |
$711K - $736K
|
6.61K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-7.34K- 9.16% |
$703K - $728K
|
72.7K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.25K- 76.78% |
$695K - $720K
|
2.19K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-7.14K- 55.54% |
$685K - $709K
|
5.72K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.01K- 8.25% |
$672K - $696K
|
78K
$7.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.85K- 4.11% |
$656K - $680K
|
160K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.78K- 45.35% |
$649K - $673K
|
8.16K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.67K- 24.41% |
$639K - $662K
|
20.6K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6.66K- 4.74% |
$638K - $661K
|
134K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.64K- 6.63% |
$636K - $659K
|
93.5K
$9.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.5K- 61.34% |
$623K - $646K
|
4.1K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.34K- 8.28% |
$608K - $629K
|
70.2K
$6.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.31K- 47.94% |
$605K - $626K
|
6.85K
$663K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-6.15K- 12.26% |
$589K - $610K
|
44K
$4.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.12K- 31.1% |
$587K - $607K
|
13.6K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5.96K- 3.56% |
$571K - $591K
|
162K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.93K- 36.0% |
$568K - $588K
|
10.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.91K- 6.28% |
$567K - $587K
|
88.2K
$8.55M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.8K- 7.46% |
$556K - $576K
|
72K
$6.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.74K- 10.95% |
$550K - $570K
|
46.7K
$4.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.72K- 29.56% |
$548K - $568K
|
13.6K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.7K- 4.49% |
$546K - $566K
|
121K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 9.39% |
$541K - $561K
|
54.5K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5.54K- 45.74% |
$531K - $549K
|
6.57K
$636K
|