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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.86KClosed |
$552K - $560K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.88KClosed |
$441K - $447K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.86KClosed |
$439K - $445K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.71KClosed |
$308K - $312K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.23KClosed |
$254K - $257K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.02KClosed |
$230K - $233K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.83KClosed |
$208K - $210K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.63KClosed |
$185K - $188K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-483Closed |
$55K - $55.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-365- 14.57% |
$41.5K - $42.1K
|
2.14K
$211K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-289Closed |
$32.9K - $33.3K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-185Closed |
$21K - $21.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-111Closed |
$12.6K - $12.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-82Closed |
$9.33K - $9.46K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-71Closed |
$8.08K - $8.19K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-13Closed |
$1.48K - $1.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-59KClosed |
$6.69M - $6.96M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Reliant Wealth Planning
|
SELL
|
- |
-53.3KClosed |
$6.05M - $6.29M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Context Capital Management, LLC
|
SELL
|
- |
-41.6KClosed |
$4.72M - $4.91M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-28.6KClosed |
$3.24M - $3.37M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-26.4KClosed |
$2.99M - $3.12M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-24KClosed |
$2.72M - $2.83M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
X Square Capital, LLC
|
SELL
|
- |
-21.8KClosed |
$2.47M - $2.57M
|
0
$0
|
|
|
Aug 10, 2021
Q1 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-20.1KClosed |
$2.27M - $2.37M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19.4KClosed |
$2.2M - $2.29M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-17.7KClosed |
$2.01M - $2.09M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-14.2KClosed |
$1.61M - $1.67M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-13.3KClosed |
$1.51M - $1.57M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$1.32M - $1.37M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-8.38KClosed |
$950K - $989K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.46KClosed |
$619K - $644K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.69KClosed |
$531K - $553K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.28KClosed |
$371K - $387K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-3KClosed |
$341K - $355K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.83KClosed |
$321K - $334K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.7KClosed |
$306K - $318K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$265K - $276K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.14KClosed |
$243K - $253K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.98KClosed |
$224K - $233K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-1.88KClosed |
$213K - $222K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.83KClosed |
$207K - $215K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.75KClosed |
$198K - $206K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Welch Group, LLC
|
SELL
|
- |
-1.74KClosed |
$197K - $205K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-840Closed |
$95.3K - $99.2K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-629Closed |
$71.3K - $74.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-460Closed |
$52.2K - $54.3K
|
0
$0
|
|