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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5.62KClosed |
$557K - $601K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-5.56KClosed |
$551K - $594K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.15KClosed |
$510K - $550K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5.09K- 63.66% |
$504K - $544K
|
2.91K
$279K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.94KClosed |
$489K - $528K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-4.41KClosed |
$436K - $471K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.37K- 22.52% |
$433K - $467K
|
15K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.99KClosed |
$395K - $427K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-3.65KClosed |
$361K - $390K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.57KClosed |
$353K - $381K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.55KClosed |
$352K - $380K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.52KClosed |
$348K - $376K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-3.44K- 68.97% |
$341K - $368K
|
1.55K
$149K
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.04KClosed |
$301K - $325K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.02K- 45.99% |
$299K - $323K
|
3.55K
$341K
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-2.91KClosed |
$288K - $311K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.87K- 55.07% |
$284K - $306K
|
2.34K
$224K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.72KClosed |
$269K - $291K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.69KClosed |
$266K - $287K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-2.61KClosed |
$258K - $279K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.56KClosed |
$254K - $274K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.5KClosed |
$248K - $267K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.46KClosed |
$243K - $263K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.45KClosed |
$243K - $262K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.45K- 1.98% |
$242K - $262K
|
121K
$11.6M
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.45KClosed |
$242K - $261K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.43KClosed |
$240K - $259K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.39KClosed |
$236K - $255K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.29KClosed |
$226K - $244K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.25KClosed |
$223K - $240K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.22KClosed |
$220K - $237K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.2KClosed |
$218K - $235K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.12KClosed |
$210K - $227K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.06KClosed |
$204K - $220K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.05K- 51.33% |
$203K - $219K
|
1.94K
$186K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2K- 49.65% |
$198K - $214K
|
2.03K
$194K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.97KClosed |
$195K - $211K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.94KClosed |
$192K - $207K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.9KClosed |
$188K - $203K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.88KClosed |
$186K - $201K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.72K- 50.72% |
$170K - $184K
|
1.67K
$161K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.55K- 33.41% |
$153K - $166K
|
3.09K
$296K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.48K- 5.54% |
$146K - $158K
|
25.2K
$2.42M
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.32K- 37.32% |
$130K - $141K
|
2.21K
$212K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-964- 31.3% |
$95.4K - $103K
|
2.12K
$203K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-903- 57.12% |
$89.4K - $96.5K
|
678
$65K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-902- 30.33% |
$89.3K - $96.4K
|
2.07K
$199K
|