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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.39M- 99.06% |
$231M - $242M
|
22.8K
$2.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-38.7K- 18.14% |
$3.74M - $3.92M
|
175K
$16.8M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-17.8K- 40.56% |
$1.72M - $1.81M
|
26.1K
$2.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.28K- 2.31% |
$703K - $737K
|
308K
$29.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-4.12K- 12.24% |
$398K - $417K
|
29.5K
$2.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.3K- 17.73% |
$319K - $334K
|
15.3K
$1.47M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.93K- 0.64% |
$186K - $195K
|
297K
$28.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-418- 12.15% |
$40.4K - $42.3K
|
3.02K
$290K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-255- 91.07% |
$24.6K - $25.8K
|
25
$2.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-248- 6.91% |
$24K - $25.1K
|
3.34K
$320K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.83% |
$10.7K - $11.2K
|
2.79K
$268K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.23M- 12.45% |
$696M - $737M
|
50.8M
$4.88B
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.1M- 78.59% |
$491M - $520M
|
1.39M
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.16M- 83.55% |
$208M - $221M
|
426K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.86M- 99.13% |
$179M - $190M
|
16.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 4.27% |
$171M - $181M
|
39.8M
$3.82B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.43M- 5.16% |
$138M - $146M
|
26.3M
$2.52B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27M- 9.63% |
$122M - $130M
|
11.9M
$1.15B
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 19.47% |
$96.3M - $102M
|
4.14M
$397M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-931K- 5.87% |
$89.7M - $95M
|
14.9M
$1.43B
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-919K- 28.32% |
$88.5M - $93.8M
|
2.33M
$223M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-753K- 41.19% |
$72.5M - $76.8M
|
1.07M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-707K- 8.15% |
$68.1M - $72.1M
|
7.96M
$764M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-645K- 5.3% |
$62M - $65.7M
|
11.5M
$1.1B
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-573K- 45.74% |
$55.1M - $58.4M
|
680K
$65.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-538K- 72.44% |
$51.7M - $54.8M
|
205K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 29.42% |
$43.5M - $46.1M
|
1.08M
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-444K- 39.35% |
$42.7M - $45.3M
|
684K
$65.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-418K- 61.41% |
$40.3M - $42.7M
|
263K
$25.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-393K- 22.88% |
$37.9M - $40.1M
|
1.33M
$127M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-380K- 85.68% |
$36.5M - $38.7M
|
63.4K
$6.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-328K- 2.53% |
$31.5M - $33.4M
|
12.6M
$1.21B
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-323K- 25.13% |
$31M - $32.9M
|
961K
$92.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-322K- 52.66% |
$31M - $32.9M
|
290K
$27.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-310K- 93.08% |
$29.9M - $31.7M
|
23.1K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-284K- 30.74% |
$27.4M - $29M
|
640K
$61.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-283K- 16.71% |
$27.2M - $28.8M
|
1.41M
$135M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-242K- 98.36% |
$23.3M - $24.7M
|
4.04K
$388K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-202K- 98.42% |
$19.5M - $20.6M
|
3.25K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-182K- 69.2% |
$17.6M - $18.6M
|
81.2K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-175K- 5.94% |
$16.9M - $17.9M
|
2.77M
$266M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-159K- 2.84% |
$15.4M - $16.3M
|
5.46M
$524M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-145K- 15.31% |
$13.9M - $14.8M
|
801K
$76.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-143K- 5.53% |
$13.8M - $14.6M
|
2.45M
$235M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-141K- 97.09% |
$13.5M - $14.4M
|
4.22K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 9.45% |
$12.5M - $13.2M
|
1.24M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-117K- 15.4% |
$11.3M - $11.9M
|
644K
$61.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-114K- 20.88% |
$10.9M - $11.6M
|
430K
$41.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-112K- 40.56% |
$10.7M - $11.4M
|
164K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-110K- 97.5% |
$10.6M - $11.2M
|
2.82K
$271K
|
|