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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 2.06% |
$374K - $392K
|
184K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.69K- 9.59% |
$357K - $374K
|
34.8K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.37K- 7.65% |
$326K - $341K
|
40.7K
$3.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.3K- 17.73% |
$319K - $334K
|
15.3K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.29K- 95.67% |
$318K - $333K
|
149
$14.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.12K- 5.1% |
$301K - $315K
|
57.9K
$5.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-3.01K- 6.23% |
$291K - $305K
|
45.3K
$4.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.75K- 35.68% |
$266K - $279K
|
4.96K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.63K- 24.79% |
$254K - $266K
|
7.97K
$772K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.59K- 3.36% |
$250K - $262K
|
74.5K
$7.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 10.32% |
$243K - $255K
|
21.9K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.37K- 34.76% |
$229K - $240K
|
4.44K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.16K- 4.07% |
$209K - $219K
|
51K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-2.13K- 7.49% |
$206K - $216K
|
26.3K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.12K- 11.2% |
$204K - $214K
|
16.8K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.05K- 34.26% |
$198K - $208K
|
3.93K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.93K- 5.75% |
$187K - $196K
|
31.7K
$3.07M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.93K- 0.64% |
$186K - $195K
|
297K
$28.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 3.99% |
$184K - $193K
|
45.8K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.85K- 10.26% |
$178K - $187K
|
16.2K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.84K- 36.07% |
$178K - $186K
|
3.26K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.84K- 14.27% |
$178K - $186K
|
11K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.83K- 12.69% |
$177K - $186K
|
12.6K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.83K- 7.93% |
$177K - $185K
|
21.3K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.8K- 6.17% |
$173K - $182K
|
27.3K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.71K- 7.28% |
$165K - $173K
|
21.8K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.56K- 1.15% |
$151K - $158K
|
134K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 13.93% |
$139K - $146K
|
8.9K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.32K- 5.0% |
$128K - $134K
|
25.1K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.29K- 2.98% |
$125K - $131K
|
42.1K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.28K- 7.3% |
$124K - $130K
|
16.3K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.26K- 4.09% |
$122K - $127K
|
29.5K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.24K- 24.46% |
$120K - $126K
|
3.83K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.21K- 6.66% |
$117K - $123K
|
17K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.16K- 0.42% |
$112K - $117K
|
274K
$26.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.15K- 25.74% |
$111K - $117K
|
3.33K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.12K- 20.13% |
$108K - $114K
|
4.45K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.06K- 10.61% |
$102K - $107K
|
8.92K
$864K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 21.1% |
$99.8K - $105K
|
3.86K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.01K- 11.54% |
$97.1K - $102K
|
7.71K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-999- 7.11% |
$96.5K - $101K
|
13K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-971- 10.55% |
$93.8K - $98.3K
|
8.24K
$798K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-924- 19.61% |
$89.3K - $93.5K
|
3.79K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-820- 19.57% |
$79.2K - $83K
|
3.37K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-785- 5.51% |
$75.9K - $79.5K
|
13.5K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-751- 36.26% |
$72.6K - $76K
|
1.32K
$128K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-731- 68.64% |
$70.6K - $74K
|
334
$32.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-628- 2.04% |
$60.7K - $63.6K
|
30.1K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-554- 1.75% |
$53.5K - $56.1K
|
31.1K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-553- 13.1% |
$53.4K - $56K
|
3.67K
$355K
|