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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.32K- 10.39% |
$318K - $330K
|
28.7K
$2.77M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.3K- 60.0% |
$316K - $328K
|
2.2K
$213K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.28K- 31.74% |
$314K - $326K
|
7.06K
$683K
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-3.2K- 7.79% |
$307K - $317K
|
37.9K
$3.67M
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.2K- 9.04% |
$306K - $317K
|
32.2K
$3.12M
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.19K- 53.01% |
$306K - $317K
|
2.83K
$274K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.19K- 22.55% |
$306K - $316K
|
11K
$1.06M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.19K- 4.28% |
$305K - $316K
|
71.3K
$6.91M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 7.4% |
$305K - $316K
|
39.8K
$3.85M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.16K- 3.6% |
$303K - $314K
|
84.8K
$8.21M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.16K- 25.16% |
$303K - $314K
|
9.41K
$911K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.13K- 6.0% |
$300K - $311K
|
49.1K
$4.75M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.06K- 16.85% |
$294K - $304K
|
15.1K
$1.46M
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.04K- 23.14% |
$292K - $302K
|
10.1K
$979K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.99K- 35.94% |
$287K - $297K
|
5.33K
$517K
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.98K- 3.48% |
$286K - $296K
|
82.6K
$8M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.96K- 31.5% |
$284K - $294K
|
6.44K
$623K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.94K- 21.05% |
$281K - $291K
|
11K
$1.07M
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.81K- 57.6% |
$270K - $279K
|
2.07K
$201K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.78K- 11.13% |
$266K - $276K
|
22.2K
$2.15M
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.76K- 53.46% |
$264K - $274K
|
2.4K
$233K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-2.73K- 17.99% |
$262K - $271K
|
12.4K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.73K- 24.94% |
$261K - $271K
|
8.21K
$795K
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.72K- 21.56% |
$260K - $269K
|
9.88K
$956K
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.71K- 15.11% |
$260K - $269K
|
15.2K
$1.48M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.71K- 26.62% |
$260K - $269K
|
7.47K
$723K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.71K- 10.48% |
$260K - $269K
|
23.1K
$2.24M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.7K- 3.27% |
$258K - $267K
|
79.7K
$7.72M
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.68K- 5.86% |
$257K - $266K
|
43.1K
$4.17M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.66K- 49.78% |
$255K - $264K
|
2.69K
$260K
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.64K- 10.73% |
$253K - $262K
|
22K
$2.13M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.64K- 6.99% |
$253K - $262K
|
35.2K
$3.4M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.62K- 3.57% |
$251K - $260K
|
70.7K
$6.85M
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.56K- 55.47% |
$246K - $254K
|
2.06K
$199K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.56K- 0.61% |
$245K - $254K
|
418K
$40.5M
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.54K- 47.37% |
$243K - $252K
|
2.82K
$273K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.52K- 5.08% |
$241K - $250K
|
47.1K
$4.56M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.49K- 44.27% |
$239K - $247K
|
3.14K
$304K
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.49K- 5.99% |
$239K - $247K
|
39.1K
$3.79M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.17% |
$238K - $246K
|
112K
$10.8M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.46K- 8.35% |
$235K - $244K
|
26.9K
$2.61M
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.44K- 6.25% |
$234K - $242K
|
36.6K
$3.54M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.4K- 40.81% |
$230K - $238K
|
3.47K
$336K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.35K- 1.83% |
$225K - $233K
|
126K
$12.2M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.34K- 6.99% |
$224K - $232K
|
31.1K
$3.01M
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2.34K- 1.21% |
$224K - $232K
|
191K
$18.5M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 13.7% |
$219K - $226K
|
14.4K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.27K- 7.68% |
$218K - $225K
|
27.3K
$2.64M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 32.95% |
$217K - $225K
|
4.6K
$446K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.25K- 85.69% |
$216K - $224K
|
376
$36.4K
|