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 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.76M- 29.51% |
$750M - $785M
|
18.5M
$1.79B
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.18M- 67.64% |
$597M - $625M
|
2.95M
$286M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.51M- 98.52% |
$436M - $456M
|
67.9K
$6.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.21M- 8.62% |
$310M - $325M
|
34M
$3.3B
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.39M- 99.06% |
$231M - $242M
|
22.8K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.16M- 11.49% |
$209M - $219M
|
16.7M
$1.62B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.62M- 95.97% |
$156M - $164M
|
68K
$6.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.56M- 13.03% |
$150M - $158M
|
10.4M
$1.01B
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.48M- 57.55% |
$143M - $150M
|
1.09M
$106M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-952K- 14.1% |
$92M - $96.4M
|
5.8M
$562M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-685K- 48.21% |
$66.2M - $69.4M
|
736K
$71.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-674K- 15.72% |
$65.2M - $68.3M
|
3.62M
$350M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-543K- 18.25% |
$52.5M - $55M
|
2.43M
$236M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-415K- 43.46% |
$40.1M - $42M
|
540K
$52.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-355K- 3.08% |
$34.3M - $35.9M
|
11.2M
$1.08B
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-314K- 30.8% |
$30.4M - $31.8M
|
706K
$68.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-280K- 99.15% |
$27M - $28.3M
|
2.39K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-248K- 25.83% |
$24M - $25.1M
|
713K
$69M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-224K- 98.97% |
$21.6M - $22.7M
|
2.33K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-212K- 59.45% |
$20.5M - $21.5M
|
145K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-195K- 37.82% |
$18.9M - $19.8M
|
321K
$31.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-193K- 3.54% |
$18.7M - $19.6M
|
5.27M
$510M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-179K- 91.88% |
$17.3M - $18.1M
|
15.8K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168K- 60.2% |
$16.2M - $17M
|
111K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-144K- 36.62% |
$13.9M - $14.6M
|
250K
$24.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-136K- 51.72% |
$13.1M - $13.8M
|
127K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-122K- 33.94% |
$11.7M - $12.3M
|
237K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 5.98% |
$11.4M - $12M
|
1.86M
$180M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-114K- 69.29% |
$11M - $11.5M
|
50.6K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-98.7K- 57.93% |
$9.54M - $9.99M
|
71.7K
$6.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-98.2K- 22.52% |
$9.49M - $9.94M
|
338K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-95.5K- 65.52% |
$9.23M - $9.67M
|
50.3K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-90.2K- 53.22% |
$8.71M - $9.13M
|
79.3K
$7.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-86.2K- 23.14% |
$8.33M - $8.72M
|
286K
$27.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-77.7K- 76.2% |
$7.51M - $7.87M
|
24.3K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-75.6K- 48.11% |
$7.31M - $7.66M
|
81.6K
$7.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-72.2K- 41.15% |
$6.98M - $7.31M
|
103K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-72K- 6.49% |
$6.96M - $7.29M
|
1.04M
$101M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-71.1K- 6.84% |
$6.87M - $7.2M
|
968K
$93.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-69.1K- 2.97% |
$6.68M - $7M
|
2.26M
$219M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-68.7K- 10.05% |
$6.64M - $6.96M
|
615K
$59.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67K- 6.24% |
$6.48M - $6.79M
|
1.01M
$97.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-65.4K- 38.27% |
$6.32M - $6.62M
|
105K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-64.5K- 23.61% |
$6.23M - $6.53M
|
209K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-62.7K- 83.27% |
$6.06M - $6.35M
|
12.6K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-59K- 38.81% |
$5.7M - $5.97M
|
93K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-55.9K- 94.73% |
$5.4M - $5.66M
|
3.11K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53K- 80.99% |
$5.13M - $5.37M
|
12.5K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.1K- 10.44% |
$4.84M - $5.07M
|
430K
$41.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48.3K- 60.83% |
$4.67M - $4.89M
|
31.1K
$3.01M
|