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 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.42K- 8.87% |
$520K - $538K
|
55.7K
$5.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-5.29K- 4.66% |
$507K - $525K
|
108K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.24K- 46.26% |
$503K - $520K
|
6.09K
$590K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.24K- 70.34% |
$502K - $520K
|
2.21K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.14K- 6.27% |
$493K - $510K
|
76.8K
$7.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 5.8% |
$484K - $501K
|
82.1K
$7.95M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.03K- 0.51% |
$482K - $499K
|
981K
$95M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.95K- 13.49% |
$474K - $491K
|
31.7K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.94K- 2.23% |
$474K - $490K
|
217K
$21M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.83K- 19.88% |
$463K - $479K
|
19.4K
$1.88M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.8K- 3.01% |
$460K - $476K
|
154K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.78K- 43.58% |
$458K - $474K
|
6.19K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.76K- 9.62% |
$456K - $472K
|
44.7K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.72K- 52.33% |
$453K - $469K
|
4.3K
$417K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.69K- 65.88% |
$450K - $466K
|
2.43K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.63K- 34.45% |
$444K - $459K
|
8.81K
$853K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.62K- 46.23% |
$442K - $458K
|
5.37K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.6K- 10.42% |
$440K - $456K
|
39.5K
$3.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.59K- 44.47% |
$440K - $455K
|
5.73K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-4.46K- 41.17% |
$428K - $443K
|
6.38K
$618K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.43K- 97.77% |
$424K - $439K
|
101
$9.78K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.42K- 11.12% |
$424K - $439K
|
35.3K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.42K- 27.14% |
$423K - $438K
|
11.9K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.4K- 9.27% |
$422K - $437K
|
43.1K
$4.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.37K- 33.84% |
$419K - $433K
|
8.54K
$827K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-4.37KClosed |
$418K - $433K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.37K- 30.99% |
$418K - $433K
|
9.72K
$941K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.22K- 44.08% |
$404K - $418K
|
5.35K
$518K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4.2K- 95.37% |
$403K - $417K
|
204
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.12K- 7.13% |
$395K - $409K
|
53.6K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.11K- 7.97% |
$394K - $408K
|
47.5K
$4.6M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.05K- 2.78% |
$389K - $402K
|
142K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.05K- 40.18% |
$388K - $401K
|
6.02K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.03K- 46.27% |
$386K - $399K
|
4.67K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 3.26% |
$382K - $396K
|
118K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.9K- 0.84% |
$374K - $387K
|
461K
$44.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.89K- 9.42% |
$373K - $386K
|
37.4K
$3.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.85K- 0.61% |
$369K - $382K
|
628K
$60.8M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.84K- 43.08% |
$368K - $382K
|
5.08K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.83K- 4.18% |
$367K - $380K
|
87.9K
$8.51M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.71K- 3.99% |
$356K - $368K
|
89.3K
$8.65M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-3.66K- 2.12% |
$351K - $364K
|
170K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-3.63K- 41.75% |
$347K - $360K
|
5.06K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.61K- 44.63% |
$346K - $358K
|
4.47K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3.56K- 11.3% |
$341K - $353K
|
27.9K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.55K- 36.87% |
$340K - $352K
|
6.07K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.53K- 47.79% |
$338K - $350K
|
3.85K
$373K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 25.45% |
$336K - $348K
|
10.3K
$996K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.43K- 36.9% |
$329K - $340K
|
5.86K
$568K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.38K- 0.68% |
$324K - $335K
|
496K
$48M
|