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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.45K- 10.46% |
$333K - $349K
|
29.5K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.41K- 29.0% |
$329K - $345K
|
8.34K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.37K- 7.65% |
$326K - $341K
|
40.7K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.32K- 95.21% |
$321K - $336K
|
167
$16.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.3K- 17.73% |
$319K - $334K
|
15.3K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.29K- 95.67% |
$318K - $333K
|
149
$14.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.2K- 34.83% |
$310K - $324K
|
5.99K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.12K- 5.1% |
$301K - $315K
|
57.9K
$5.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.08K- 55.86% |
$298K - $312K
|
2.43K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.03K- 7.26% |
$293K - $307K
|
38.7K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-3.03K- 19.04% |
$292K - $306K
|
12.9K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-3.01K- 6.23% |
$291K - $305K
|
45.3K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.96K- 22.55% |
$286K - $300K
|
10.2K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.96K- 16.52% |
$286K - $299K
|
14.9K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.79K- 34.07% |
$270K - $283K
|
5.4K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-2.76K- 4.45% |
$267K - $280K
|
59.3K
$5.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.76K- 2.68% |
$266K - $279K
|
100K
$9.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.75K- 35.68% |
$266K - $279K
|
4.96K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2.71K- 44.87% |
$262K - $274K
|
3.33K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.66K- 1.07% |
$257K - $269K
|
246K
$24.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.63K- 24.79% |
$254K - $266K
|
7.97K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.6K- 15.51% |
$251K - $263K
|
14.1K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.59K- 3.36% |
$250K - $262K
|
74.5K
$7.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.54K- 39.47% |
$245K - $257K
|
3.89K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 10.32% |
$243K - $255K
|
21.9K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.5K- 26.7% |
$242K - $253K
|
6.87K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.48K- 23.3% |
$240K - $251K
|
8.17K
$803K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.48K- 20.75% |
$239K - $251K
|
9.46K
$930K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.47K- 11.96% |
$239K - $250K
|
18.2K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.4K- 24.94% |
$232K - $243K
|
7.22K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.39K- 13.57% |
$231K - $242K
|
15.2K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.37K- 34.76% |
$229K - $240K
|
4.44K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.28K- 1.77% |
$221K - $231K
|
127K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.28K- 87.84% |
$220K - $230K
|
315
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.27K- 4.37% |
$220K - $230K
|
49.7K
$4.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.26K- 0.78% |
$218K - $229K
|
287K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.21K- 18.14% |
$213K - $223K
|
9.96K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.21K- 10.05% |
$213K - $223K
|
19.7K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.18K- 10.59% |
$210K - $220K
|
18.4K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.16K- 4.07% |
$209K - $219K
|
51K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.16K- 0.48% |
$208K - $218K
|
449K
$44.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.15K- 27.44% |
$208K - $218K
|
5.69K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.14K- 22.36% |
$207K - $217K
|
7.44K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.13K- 8.04% |
$206K - $216K
|
24.3K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-2.13K- 7.49% |
$206K - $216K
|
26.3K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.12K- 11.2% |
$204K - $214K
|
16.8K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-2.1K- 11.14% |
$203K - $213K
|
16.8K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.09K- 9.81% |
$202K - $211K
|
19.2K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.05K- 34.26% |
$198K - $208K
|
3.93K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.96K- 2.62% |
$190K - $199K
|
73.1K
$7.18M
|