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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-219- 2.71% |
$21K - $21.7K
|
7.86K
$786K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-193- 5.08% |
$18.5K - $19.2K
|
3.6K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-122- 2.77% |
$11.7K - $12.1K
|
4.28K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-65- 1.85% |
$6.23K - $6.45K
|
3.45K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-59- 29.35% |
$5.66K - $5.86K
|
142
$14.2K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-42- 1.7% |
$4.03K - $4.17K
|
2.42K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-31- 2.74% |
$2.97K - $3.08K
|
1.1K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-22- 73.33% |
$2.11K - $2.18K
|
8
$800
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-19- 1.09% |
$1.82K - $1.89K
|
1.72K
$172K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-16- 1.12% |
$1.53K - $1.59K
|
1.41K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 0.49% |
$959 - $993
|
2.01K
$201K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-9- 0.38% |
$863 - $893
|
2.36K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.06% |
$671 - $695
|
11.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.12% |
$383 - $397
|
3.36K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1- 5.0% |
$95.9 - $99.3
|
19
$1.9K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$95.9 - $99.3
|
3.67K
$367K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-133K- 33.62% |
$12.8M - $13.5M
|
262K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-55.9K- 94.73% |
$5.4M - $5.66M
|
3.11K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-46.4K- 95.31% |
$4.48M - $4.69M
|
2.28K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-16.3K- 50.33% |
$1.57M - $1.64M
|
16K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.3K- 2.94% |
$1.38M - $1.45M
|
473K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.04K- 8.54% |
$681K - $713K
|
75.4K
$7.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-7.03K- 66.58% |
$679K - $711K
|
3.53K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 29.98% |
$521K - $546K
|
12.6K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.18K- 63.43% |
$403K - $423K
|
2.41K
$241K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.99K- 56.97% |
$385K - $404K
|
3.01K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.56K- 48.28% |
$344K - $360K
|
3.81K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.29K- 95.67% |
$318K - $333K
|
149
$14.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.63K- 24.79% |
$254K - $266K
|
7.97K
$797K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.28K- 87.84% |
$220K - $230K
|
315
$31.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.32K- 5.0% |
$128K - $134K
|
25.1K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.06K- 31.61% |
$103K - $108K
|
2.3K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-971- 10.55% |
$93.8K - $98.3K
|
8.24K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-949- 98.75% |
$91.7K - $96.1K
|
12
$1.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-830- 16.76% |
$80.2K - $84K
|
4.12K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-731- 68.64% |
$70.6K - $74K
|
334
$33.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-720- 14.88% |
$69.6K - $72.9K
|
4.12K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-319- 12.43% |
$30.8K - $32.3K
|
2.25K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-308- 26.78% |
$29.8K - $31.2K
|
842
$84.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-160- 5.59% |
$15.5K - $16.2K
|
2.7K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.23% |
$14.5K - $15.2K
|
2.72K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-139- 5.28% |
$13.4K - $14.1K
|
2.49K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-132- 0.9% |
$12.8K - $13.4K
|
14.5K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-85- 3.22% |
$8.21K - $8.6K
|
2.56K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-76- 9.81% |
$7.34K - $7.69K
|
699
$69.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-58- 18.83% |
$5.61K - $5.87K
|
250
$25K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-50- 5.47% |
$4.83K - $5.06K
|
864
$86.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-45- 1.09% |
$4.35K - $4.56K
|
4.08K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-37- 2.02% |
$3.58K - $3.75K
|
1.8K
$180K
|
|