Latest Institutional Sells of Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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
Sep 18, 2023 Q3 2022
Cape Ann Savings Bank

Gloucester, MA
SELL
 -
-1.97K
Closed
$188K - $205K
0 $0
Nov 02, 2022 Q3 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-1.79K
- 68.17%
$171K - $186K
835 $80.1K
Nov 14, 2022 Q3 2022
Virtus Fund Advisers, LLC

Hartford, CT
SELL
 -
-1.75K
Closed
$167K - $182K
0 $0
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 -
-1.38K
- 14.85%
$132K - $144K
7.92K $760K
Nov 14, 2022 Q3 2022
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-1.22K
- 8.99%
$116K - $127K
12.3K $1.18M
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
SELL
 -
-1.04K
Closed
$99.5K - $109K
0 $0
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

SELL
 -
-1.04K
- 1.09%
$99K - $108K
94.1K $9.02M
Oct 17, 2022 Q3 2022
Hfg Advisors, Inc.

SELL
 -
-1.02K
- 6.51%
$97.8K - $107K
14.7K $1.41M
Nov 07, 2022 Q3 2022
Efg Asset Management (Americas) Corp.

SELL
 -
-1K
- 20.24%
$95.9K - $105K
3.96K $380K
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

SELL
 -
-462
- 11.58%
$44.1K - $48.2K
3.53K $338K
Nov 10, 2022 Q3 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
SELL
 -
-355
- 12.03%
$33.9K - $37K
2.6K $249K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-350
- 11.84%
$33.4K - $36.5K
2.61K $250K
Dec 19, 2024 Q3 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-239
Closed
$22.8K - $24.9K
0 $0
Nov 01, 2022 Q3 2022
Blooom, Inc.

SELL
 -
-178
- 7.56%
$17K - $18.6K
2.18K $209K
Nov 14, 2022 Q3 2022
Sandbox Financial Partners, LLC

Bethesda, MD
SELL
 -
-169
- 3.9%
$16.1K - $17.6K
4.16K $399K
Oct 13, 2022 Q3 2022
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-153
- 6.39%
$14.6K - $15.9K
2.24K $215K
Nov 02, 2022 Q3 2022
Strategic Point Investment Advisors, LLC

Providence, RI
SELL
 -
-133
- 0.08%
$12.7K - $13.9K
169K $16.3M
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-110
- 1.36%
$10.5K - $11.5K
7.96K $764K
Oct 12, 2022 Q3 2022
Salvus Wealth Management, LLC

SELL
 -
-51
- 1.86%
$4.87K - $5.32K
2.7K $259K
Oct 17, 2022 Q3 2022
South Shore Capital Advisors

SELL
 -
-21
- 0.65%
$2.01K - $2.19K
3.23K $310K
Nov 08, 2022 Q3 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 PUT
-1
Closed
$95.5 - $104
0 $0
Q2 2022
Jul 22, 2022 Q2 2022
Aaron Wealth Advisors LLC

SELL
 -
-1.19M
- 99.37%
$118M - $127M
7.5K $720K
Aug 12, 2022 Q2 2022
Natixis

Paris, I0
SELL
 -
-600K
Closed
$59.4M - $64.1M
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-288K
Closed
$28.5M - $30.8M
0 $0
Aug 10, 2022 Q2 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-280K
Closed
$27.7M - $29.9M
0 $0
Aug 10, 2022 Q2 2022
Vcu Investment Management CO

Richmond, VA
SELL
 -
-277K
Closed
$27.4M - $29.6M
0 $0
Aug 12, 2022 Q2 2022
Amtrust Financial Services, Inc.

New York, NY
SELL
 -
-237K
- 70.63%
$23.5M - $25.3M
98.6K $9.46M
Aug 03, 2022 Q2 2022
Ddd Partners, LLC

SELL
 -
-161K
- 97.68%
$15.9M - $17.2M
3.82K $366K
Aug 03, 2022 Q2 2022
Spectrum Asset Management, Inc.

SELL
 -
-97.4K
- 95.63%
$9.64M - $10.4M
4.44K $426K
Jul 19, 2022 Q2 2022
Northland Capital Management LLC

SELL
 -
-88.7K
Closed
$8.78M - $9.48M
0 $0
Aug 08, 2022 Q2 2022
Allen Investment Management LLC

SELL
 -
-78.7K
Closed
$7.79M - $8.41M
0 $0
Jul 18, 2022 Q2 2022
Paragon Capital Management LTD

SELL
 -
-60.3K
Closed
$5.97M - $6.44M
0 $0
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

SELL
 -
-43.4K
- 95.14%
$4.3M - $4.64M
2.21K $212K
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-40.8K
- 95.3%
$4.04M - $4.36M
2.01K $193K
Aug 11, 2022 Q2 2022
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-38.2K
Closed
$3.78M - $4.08M
0 $0
Aug 01, 2022 Q2 2022
Integral Investment Advisors, Inc.

SELL
 -
-33.7K
Closed
$3.34M - $3.6M
0 $0
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-23.4K
Closed
$2.32M - $2.5M
0 $0
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

SELL
 -
-23K
Closed
$2.28M - $2.46M
0 $0
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

SELL
 -
-20.3K
Closed
$2.01M - $2.17M
0 $0
Aug 11, 2022 Q2 2022
Liberty Mutual Group Asset Management Inc.

Boston, MA
SELL
 -
-17.5K
Closed
$1.73M - $1.86M
0 $0
Aug 11, 2022 Q2 2022
Essex Private Wealth Management, LLC

Topsfield, MA
SELL
 -
-15.3K
Closed
$1.51M - $1.63M
0 $0
Aug 15, 2022 Q2 2022
Vericrest Private Wealth

Newtown, PA
SELL
 -
-14.9K
- 14.24%
$1.47M - $1.59M
89.5K $8.58M
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-12.6K
Closed
$1.25M - $1.34M
0 $0
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

SELL
 PUT
-11.1K
Closed
$1.1M - $1.19M
0 $0
Aug 15, 2022 Q2 2022
Kore Private Wealth LLC

New York, NY
SELL
 -
-9.83K
Closed
$973K - $1.05M
0 $0
Aug 08, 2022 Q2 2022
Quent Capital, LLC

SELL
 -
-9.4K
Closed
$931K - $1M
0 $0
Jul 29, 2022 Q2 2022
Astor Investment Management LLC

SELL
 -
-6.16K
Closed
$609K - $658K
0 $0
Jul 28, 2022 Q2 2022
Gouws Capital LLC

SELL
 -
-6.15K
- 16.9%
$608K - $657K
30.2K $2.9M
Aug 09, 2022 Q2 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
SELL
 -
-5.9K
- 3.55%
$584K - $630K
160K $15.4M

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