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
Feb 11, 2022 Q4 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1.75K
Closed
$199K - $202K
0 $0
Feb 10, 2022 Q4 2021
May Tech Global Investments, LLC

New York, NY
SELL
 -
-790
- 24.69%
$89.6K - $91.1K
2.41K $233K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-405
Closed
$45.9K - $46.7K
0 $0
Feb 14, 2022 Q4 2021
Hillman Capital Management, Inc.

Bethesda, MD
SELL
 -
-281
Closed
$31.9K - $32.4K
0 $0
Jan 27, 2022 Q4 2021
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-220
Closed
$25K - $25.4K
0 $0
Feb 11, 2022 Q4 2021
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-168
Closed
$19.1K - $19.4K
0 $0
Feb 14, 2022 Q4 2021
Weaver C. Barksdale & Associates, Inc.

Nashville, TN
SELL
 -
-146
Closed
$16.6K - $16.8K
0 $0
Feb 14, 2022 Q4 2021
Turim 21 Investimentos Ltda.

Rio De Janeiro, D5
SELL
 -
-130
Closed
$14.7K - $15K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-100
Closed
$11.3K - $11.5K
0 $0
Feb 15, 2022 Q4 2021
Vectors Research Management, LLC

New York, NY
SELL
 -
-17
- 2.3%
$1.93K - $1.96K
721 $69.8K
Q3 2021
Nov 15, 2021 Q3 2021
Mcmorgan & CO LLC

San Francisco, CA
SELL
 -
-107K
Closed
$12.3M - $12.5M
0 $0
Nov 12, 2021 Q3 2021
Wolverine Asset Management LLC

SELL
 -
-9.63K
Closed
$1.1M - $1.12M
0 $0
Nov 09, 2021 Q3 2021
Dubuque Bank & Trust CO

SELL
 -
-5.84K
Closed
$671K - $681K
0 $0
Oct 27, 2021 Q3 2021
Thoroughbred Financial Services, LLC

SELL
 -
-5.45K
Closed
$625K - $635K
0 $0
Nov 12, 2021 Q3 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-5.41K
Closed
$621K - $630K
0 $0
Nov 08, 2021 Q3 2021
Main Street Investment Advisors LLC

SELL
 -
-5.3K
Closed
$608K - $618K
0 $0
Nov 10, 2021 Q3 2021
Rice Partnership, LLC

SELL
 -
-5K
Closed
$574K - $583K
0 $0
Nov 15, 2021 Q3 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-3.94K
Closed
$452K - $459K
0 $0
Nov 15, 2021 Q3 2021
Advisor Partners LLC

Walnut Creek, CA
SELL
 -
-3.88K
Closed
$445K - $452K
0 $0
Dec 02, 2021 Q3 2021
Claret Asset Management Corp

SELL
 -
-3K
Closed
$344K - $350K
0 $0
Jan 25, 2022 Q3 2021
Fulcrum Equity Management

SELL
 -
-2.79K
Closed
$321K - $326K
0 $0
Oct 21, 2021 Q3 2021
Cooper/Haims Advisors, LLC

SELL
 -
-2.76K
Closed
$317K - $322K
0 $0
Oct 18, 2021 Q3 2021
Polaris Wealth Advisory Group, LLC

SELL
 -
-2.65K
Closed
$304K - $309K
0 $0
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-2.26K
Closed
$260K - $264K
0 $0
Oct 20, 2021 Q3 2021
Wambolt & Associates, LLC

SELL
 -
-2.04K
Closed
$235K - $238K
0 $0
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

SELL
 PUT
-2K
- 64.52%
$230K - $233K
1.1K $107K
Nov 01, 2021 Q3 2021
Schnieders Capital Management LLC

SELL
 -
-1.9K
Closed
$218K - $222K
0 $0
Nov 10, 2021 Q3 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
SELL
 -
-1.84K
Closed
$211K - $215K
0 $0
Oct 18, 2021 Q3 2021
Sterneck Capital Management, LLC

Kansas City, MO
SELL
 -
-1.81K
Closed
$207K - $211K
0 $0
Oct 14, 2021 Q3 2021
Iam Advisory, LLC

SELL
 -
-1.67K
Closed
$192K - $195K
0 $0
Nov 12, 2021 Q3 2021
Brown Advisory Securities, LLC

SELL
 -
-1.25K
- 34.85%
$143K - $146K
2.34K $226K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-432
Closed
$49.6K - $50.4K
0 $0
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-200
Closed
$23K - $23.3K
0 $0
Nov 10, 2021 Q3 2021
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-186
Closed
$21.3K - $21.7K
0 $0
Oct 18, 2021 Q3 2021
Monumental Financial Group Inc.

SELL
 -
-151
Closed
$17.3K - $17.6K
0 $0
Nov 15, 2021 Q3 2021
Resolute Advisors LLC

SELL
 -
-91
Closed
$10.4K - $10.6K
0 $0
Oct 18, 2021 Q3 2021
Moser Wealth Advisors, LLC

SELL
 -
-55
Closed
$6.31K - $6.41K
0 $0
Oct 08, 2021 Q3 2021
Johnson Midwest Financial, LLC

SELL
 -
-14
Closed
$1.61K - $1.63K
0 $0
Q2 2021
Jul 27, 2021 Q2 2021
West Financial Advisors, LLC

SELL
 -
-64.3K
Closed
$7.31M - $7.41M
0 $0
Aug 11, 2021 Q2 2021
Menard Financial Group LLC

Houston, TX
SELL
 -
-32.6K
Closed
$3.7M - $3.76M
0 $0
Mar 28, 2023 Q2 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-19.4K
- 88.13%
$2.21M - $2.24M
2.61K $253K
Jul 15, 2021 Q2 2021
Planning Alternatives LTD

SELL
 -
-15.4K
Closed
$1.75M - $1.77M
0 $0
Aug 16, 2021 Q2 2021
Centiva Capital, LP

New York, NY
SELL
 -
-14.5K
Closed
$1.65M - $1.67M
0 $0
Aug 06, 2021 Q2 2021
Delta Investment Management, LLC

SELL
 -
-5.45K
Closed
$620K - $629K
0 $0
Jul 22, 2021 Q2 2021
Strategic Investment Advisors

Farmington Hills, MI
SELL
 -
-5.09K
Closed
$579K - $587K
0 $0
Jul 27, 2021 Q2 2021
Mirador Capital Partners LP

SELL
 -
-4.86K
Closed
$552K - $560K
0 $0
Jul 23, 2021 Q2 2021
Lws Wealth Advisors, Inc.

SELL
 -
-3.88K
Closed
$441K - $447K
0 $0
Jul 23, 2021 Q2 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-3.86K
Closed
$439K - $445K
0 $0
Jul 30, 2021 Q2 2021
Rathbones Group PLC

Liverpool, X0
SELL
 -
-2.71K
Closed
$308K - $312K
0 $0

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