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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-485- 21.38% |
$46.9K - $48.2K
|
1.78K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-480- 0.5% |
$46.4K - $47.7K
|
96K
$9.29M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-463- 12.11% |
$44.8K - $46K
|
3.36K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-459- 83.45% |
$44.4K - $45.6K
|
91
$8.81K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-344- 3.61% |
$33.3K - $34.2K
|
9.2K
$891K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-300- 60.0% |
$29K - $29.8K
|
200
$19.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-225- 5.55% |
$21.8K - $22.4K
|
3.83K
$371K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-184- 6.88% |
$17.8K - $18.3K
|
2.49K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-175- 36.84% |
$16.9K - $17.4K
|
300
$29.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-144- 5.16% |
$13.9K - $14.3K
|
2.65K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-137- 3.47% |
$13.3K - $13.6K
|
3.81K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-109- 17.55% |
$10.5K - $10.8K
|
512
$49.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-101- 14.79% |
$9.77K - $10K
|
582
$56.4K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-100- 1.72% |
$9.68K - $9.94K
|
5.7K
$552K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-83- 0.85% |
$8.03K - $8.25K
|
9.68K
$937K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-59- 1.28% |
$5.71K - $5.86K
|
4.54K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-37- 24.03% |
$3.58K - $3.68K
|
117
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 15.96% |
$2.9K - $2.98K
|
158
$15.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-12- 0.57% |
$1.16K - $1.19K
|
2.09K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 1.14% |
$968 - $994
|
870
$84.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-4- 0.17% |
$387 - $397
|
2.3K
$223K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-649K- 46.83% |
$59.5M - $64.7M
|
736K
$71.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-457K- 99.46% |
$41.9M - $45.6M
|
2.5K
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-354K- 87.44% |
$32.4M - $35.3M
|
50.8K
$4.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133K- 31.79% |
$12.2M - $13.3M
|
285K
$27.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-50.5K- 89.18% |
$4.63M - $5.03M
|
6.13K
$593K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31.1K- 67.55% |
$2.85M - $3.1M
|
15K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-16.5K- 26.0% |
$1.52M - $1.65M
|
47.1K
$4.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-14.4K- 35.86% |
$1.32M - $1.44M
|
25.8K
$2.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-13.5K- 81.54% |
$1.24M - $1.35M
|
3.07K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-11.5K- 64.73% |
$1.05M - $1.15M
|
6.26K
$607K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.93K- 27.55% |
$452K - $491K
|
13K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-4.51KClosed |
$414K - $450K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.8K- 54.38% |
$348K - $378K
|
3.18K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.51K- 35.0% |
$322K - $350K
|
6.52K
$632K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.28K- 16.33% |
$301K - $327K
|
16.8K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.63K- 34.78% |
$241K - $262K
|
4.92K
$477K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.37K- 15.94% |
$217K - $236K
|
12.5K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.72K- 6.77% |
$157K - $171K
|
23.6K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.44K- 28.9% |
$132K - $144K
|
3.55K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.15K- 39.79% |
$106K - $115K
|
1.74K
$169K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-954- 6.2% |
$87.5K - $95.1K
|
14.4K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-814- 28.5% |
$74.6K - $81.1K
|
2.04K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-655- 8.74% |
$60K - $65.3K
|
6.84K
$663K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-543- 3.36% |
$49.8K - $54.1K
|
15.6K
$1.51M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-534- 98.71% |
$49K - $53.2K
|
7
$678
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-526- 12.34% |
$48.2K - $52.4K
|
3.74K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-356- 89.9% |
$32.6K - $35.5K
|
40
$3.87K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-295- 9.89% |
$27K - $29.4K
|
2.69K
$260K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-251- 11.12% |
$23K - $25K
|
2.01K
$194K
|
|