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 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 1.05% |
$19.3K - $20.2K
|
18.8K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-192- 7.46% |
$18.6K - $19.4K
|
2.38K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-186- 8.47% |
$18K - $18.8K
|
2.01K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-180- 5.97% |
$17.4K - $18.2K
|
2.84K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-180- 6.64% |
$17.4K - $18.2K
|
2.53K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-170- 2.41% |
$16.4K - $17.2K
|
6.9K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-160- 5.59% |
$15.5K - $16.2K
|
2.7K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-159- 5.06% |
$15.4K - $16.1K
|
2.99K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-155- 1.74% |
$15K - $15.7K
|
8.77K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-152- 2.84% |
$14.7K - $15.4K
|
5.2K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.23% |
$14.5K - $15.2K
|
2.72K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-149- 2.17% |
$14.4K - $15.1K
|
6.72K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-146- 0.65% |
$14.1K - $14.8K
|
22.4K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-142- 1.21% |
$13.7K - $14.4K
|
11.6K
$1.14M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-140- 54.9% |
$13.5K - $14.2K
|
115
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-140- 0.59% |
$13.5K - $14.2K
|
23.6K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-139- 5.28% |
$13.4K - $14.1K
|
2.49K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-132- 0.9% |
$12.8K - $13.4K
|
14.5K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-125- 1.36% |
$12.1K - $12.7K
|
9.08K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-125- 1.33% |
$12.1K - $12.7K
|
9.31K
$919K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-121- 3.18% |
$11.7K - $12.2K
|
3.69K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-120- 17.34% |
$11.6K - $12.1K
|
572
$56.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-117- 4.19% |
$11.3K - $11.8K
|
2.68K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-112- 5.25% |
$10.8K - $11.3K
|
2.02K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-111- 0.6% |
$10.7K - $11.2K
|
18.5K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-111- 69.81% |
$10.7K - $11.2K
|
48
$4.74K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.83% |
$10.7K - $11.2K
|
2.79K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 3.7% |
$10.4K - $10.9K
|
2.81K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-108- 0.31% |
$10.4K - $10.9K
|
34.8K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-107- 0.06% |
$10.3K - $10.8K
|
167K
$16.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-102- 0.9% |
$9.86K - $10.3K
|
11.2K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-101- 10.76% |
$9.76K - $10.2K
|
838
$82.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-98- 1.51% |
$9.47K - $9.92K
|
6.4K
$632K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-91- 3.33% |
$8.79K - $9.21K
|
2.64K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-85- 3.22% |
$8.21K - $8.6K
|
2.56K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-84- 1.24% |
$8.12K - $8.5K
|
6.69K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-83- 1.67% |
$8.02K - $8.4K
|
4.88K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-76- 0.42% |
$7.34K - $7.69K
|
18.2K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-76- 2.33% |
$7.34K - $7.69K
|
3.19K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-76- 9.81% |
$7.34K - $7.69K
|
699
$69K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-67- 2.99% |
$6.47K - $6.78K
|
2.18K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-64- 0.26% |
$6.18K - $6.48K
|
24.6K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 1.75% |
$5.8K - $6.07K
|
3.36K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-59- 56.19% |
$5.7K - $5.97K
|
46
$4.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-58- 18.83% |
$5.61K - $5.87K
|
250
$24.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-58- 0.51% |
$5.61K - $5.87K
|
11.2K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-51- 1.05% |
$4.93K - $5.16K
|
4.8K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 6.25% |
$4.83K - $5.06K
|
750
$74K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-50- 5.47% |
$4.83K - $5.06K
|
864
$85.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-49- 1.16% |
$4.74K - $4.96K
|
4.16K
$411K
|