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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-45- 2.57% |
$4.33K - $4.59K
|
1.71K
$164K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-43- 4.07% |
$4.14K - $4.39K
|
1.01K
$97.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.18% |
$3.95K - $4.18K
|
23K
$2.21M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-37- 0.42% |
$3.56K - $3.77K
|
8.83K
$847K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-36- 0.53% |
$3.47K - $3.67K
|
6.79K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-36- 1.18% |
$3.47K - $3.67K
|
3.03K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-36- 0.95% |
$3.47K - $3.67K
|
3.73K
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.45% |
$3.37K - $3.57K
|
7.69K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-33- 1.24% |
$3.18K - $3.37K
|
2.62K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 0.63% |
$3.08K - $3.26K
|
5.07K
$487K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-26- 0.98% |
$2.5K - $2.65K
|
2.63K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.85% |
$2.31K - $2.45K
|
2.79K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-22- 23.91% |
$2.12K - $2.24K
|
70
$6.72K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-22- 0.5% |
$2.12K - $2.24K
|
4.4K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20- 0.15% |
$1.93K - $2.04K
|
13K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 0.66% |
$1.93K - $2.04K
|
3.03K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-20- 0.54% |
$1.93K - $2.04K
|
3.67K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-20- 0.37% |
$1.93K - $2.04K
|
5.38K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-19- 3.4% |
$1.83K - $1.94K
|
540
$51.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-18- 0.74% |
$1.73K - $1.84K
|
2.43K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-18- 0.9% |
$1.73K - $1.84K
|
1.98K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17- 0.34% |
$1.64K - $1.73K
|
4.95K
$475K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-17- 0.03% |
$1.64K - $1.73K
|
56.1K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-15- 0.06% |
$1.44K - $1.53K
|
24.8K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-15- 0.11% |
$1.44K - $1.53K
|
13.5K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-15- 0.19% |
$1.44K - $1.53K
|
8.04K
$771K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-12- 0.1% |
$1.16K - $1.22K
|
11.8K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-11- 0.3% |
$1.06K - $1.12K
|
3.63K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-11- 3.12% |
$1.06K - $1.12K
|
342
$32.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 0.17% |
$963 - $1.02K
|
5.98K
$574K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.06% |
$963 - $1.02K
|
18K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.38% |
$963 - $1.02K
|
2.63K
$252K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-7- 0.16% |
$674 - $714
|
4.33K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.06% |
$578 - $612
|
9.48K
$910K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 0.27% |
$385 - $408
|
1.5K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 1.0% |
$289 - $306
|
296
$28.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-3- 2.27% |
$289 - $306
|
129
$12.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$193 - $204
|
18.2K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$193 - $204
|
13.9K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-2- 0.08% |
$193 - $204
|
2.58K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 4.0% |
$96.3 - $102
|
24
$2.3K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-189K- 98.35% |
$18M - $18.6M
|
3.18K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-139K- 97.88% |
$13.2M - $13.6M
|
3K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-116K- 55.4% |
$11M - $11.3M
|
93.2K
$8.94M
|
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-108K- 73.75% |
$10.3M - $10.6M
|
38.6K
$3.7M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-73.3KClosed |
$6.97M - $7.18M
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-52.1K- 33.17% |
$4.96M - $5.1M
|
105K
$10.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-40K- 45.54% |
$3.81M - $3.92M
|
47.9K
$4.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-30.7K- 86.98% |
$2.92M - $3.01M
|
4.59K
$441K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-23.2K- 59.73% |
$2.21M - $2.28M
|
15.7K
$1.5M
|
|