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
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.08K- 8.24% |
$104K - $109K
|
12K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.07K- 4.42% |
$104K - $109K
|
23.2K
$2.29M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 7.08% |
$103K - $108K
|
14K
$1.38M
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.06K- 31.61% |
$103K - $108K
|
2.3K
$227K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.06K- 10.61% |
$102K - $107K
|
8.92K
$881K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 21.1% |
$99.8K - $105K
|
3.86K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-977- 15.84% |
$94.4K - $98.9K
|
5.19K
$513K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-971- 10.55% |
$93.8K - $98.3K
|
8.24K
$813K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-949- 98.75% |
$91.7K - $96.1K
|
12
$1.18K
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-948- 9.65% |
$91.6K - $96K
|
8.87K
$876K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-947- 9.25% |
$91.5K - $95.9K
|
9.29K
$917K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-924- 19.61% |
$89.3K - $93.5K
|
3.79K
$374K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-908- 6.16% |
$87.7K - $91.9K
|
13.8K
$1.37M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-896- 0.99% |
$86.6K - $90.7K
|
89.8K
$8.87M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-884- 3.2% |
$85.4K - $89.5K
|
26.7K
$2.64M
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-869- 13.2% |
$84K - $88K
|
5.72K
$564K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-865- 16.14% |
$83.6K - $87.6K
|
4.49K
$444K
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-850- 28.1% |
$82.1K - $86K
|
2.18K
$215K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-832- 6.62% |
$80.4K - $84.2K
|
11.7K
$1.16M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-830- 16.76% |
$80.2K - $84K
|
4.12K
$407K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-788- 15.19% |
$76.2K - $79.8K
|
4.4K
$435K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 6.83% |
$72.9K - $76.3K
|
10.3K
$1.02M
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-753- 0.64% |
$72.8K - $76.2K
|
117K
$11.5M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-751- 36.26% |
$72.6K - $76K
|
1.32K
$130K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-731- 68.64% |
$70.6K - $74K
|
334
$33K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-727- 62.89% |
$70.3K - $73.6K
|
429
$42.4K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-720- 14.88% |
$69.6K - $72.9K
|
4.12K
$407K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-717- 7.78% |
$69.3K - $72.6K
|
8.5K
$839K
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-709- 10.0% |
$68.5K - $71.8K
|
6.38K
$630K
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-684- 0.64% |
$66.1K - $69.2K
|
107K
$10.6M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-673- 1.32% |
$65K - $68.1K
|
50.2K
$4.96M
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-670- 7.99% |
$64.7K - $67.8K
|
7.72K
$762K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-669- 8.99% |
$64.7K - $67.7K
|
6.77K
$668K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-664- 20.69% |
$64.2K - $67.2K
|
2.55K
$251K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-658- 1.47% |
$63.6K - $66.6K
|
44.1K
$4.36M
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-652- 4.67% |
$63K - $66K
|
13.3K
$1.31M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-601- 0.7% |
$58.1K - $60.8K
|
85.7K
$8.46M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-584- 5.51% |
$56.4K - $59.1K
|
10K
$989K
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-575- 13.62% |
$55.6K - $58.2K
|
3.65K
$360K
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-555- 1.1% |
$53.6K - $56.2K
|
49.9K
$4.92M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-553- 6.57% |
$53.4K - $56K
|
7.87K
$777K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-553- 13.1% |
$53.4K - $56K
|
3.67K
$362K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-520- 2.8% |
$50.3K - $52.6K
|
18.1K
$1.78M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 3.66% |
$48.3K - $50.6K
|
13.2K
$1.3M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-492- 8.39% |
$47.5K - $49.8K
|
5.37K
$530K
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-481- 2.39% |
$46.5K - $48.7K
|
19.7K
$1.94M
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-475- 8.68% |
$45.9K - $48.1K
|
5K
$493K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-472- 23.72% |
$45.6K - $47.8K
|
1.52K
$150K
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-470- 19.42% |
$45.4K - $47.6K
|
1.95K
$193K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-458- 6.46% |
$44.3K - $46.4K
|
6.63K
$655K
|