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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.72K- 24.36% |
$358K - $380K
|
11.6K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.64K- 46.17% |
$350K - $371K
|
4.24K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.63K- 61.35% |
$349K - $370K
|
2.28K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.52K- 35.38% |
$339K - $359K
|
6.42K
$616K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.5K- 10.74% |
$337K - $357K
|
29.1K
$2.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.43K- 1.71% |
$330K - $349K
|
197K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.41K- 7.45% |
$328K - $347K
|
42.3K
$4.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.35K- 13.96% |
$322K - $342K
|
20.6K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.26K- 10.77% |
$313K - $332K
|
27K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.23K- 4.38% |
$311K - $329K
|
70.5K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.18K- 0.77% |
$306K - $324K
|
409K
$39.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.17K- 44.84% |
$305K - $323K
|
3.9K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-3.13K- 1.51% |
$302K - $320K
|
205K
$19.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.12K- 3.85% |
$300K - $318K
|
77.9K
$7.48M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.11K- 2.06% |
$299K - $317K
|
148K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.06K- 21.26% |
$295K - $312K
|
11.3K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-3.05K- 0.75% |
$294K - $311K
|
404K
$38.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-3.04K- 53.23% |
$293K - $310K
|
2.67K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.02K- 31.97% |
$291K - $308K
|
6.43K
$617K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-2.99K- 2.1% |
$287K - $305K
|
139K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.96K- 75.01% |
$285K - $302K
|
987
$94.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.83K- 20.16% |
$272K - $288K
|
11.2K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.76K- 21.82% |
$266K - $282K
|
9.9K
$950K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.73K- 3.2% |
$263K - $278K
|
82.4K
$7.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.7K- 17.33% |
$260K - $275K
|
12.9K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.67K- 2.31% |
$257K - $272K
|
113K
$10.8M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.64K- 16.75% |
$254K - $270K
|
13.1K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.6K- 20.09% |
$250K - $265K
|
10.3K
$992K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.57K- 21.1% |
$248K - $262K
|
9.62K
$923K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.55K- 2.84% |
$245K - $260K
|
87K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.52K- 2.84% |
$243K - $257K
|
86.3K
$8.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.52K- 37.91% |
$242K - $257K
|
4.13K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.47K- 13.53% |
$238K - $252K
|
15.8K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.45K- 0.98% |
$236K - $250K
|
248K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.45K- 4.42% |
$235K - $249K
|
52.9K
$5.07M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.36K- 11.25% |
$227K - $241K
|
18.6K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.35K- 1.18% |
$227K - $240K
|
197K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.34K- 3.37% |
$225K - $239K
|
67.2K
$6.45M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.34K- 4.02% |
$225K - $238K
|
55.8K
$5.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.3K- 53.49% |
$221K - $235K
|
2K
$192K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.27K- 2.18% |
$219K - $232K
|
102K
$9.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.27K- 3.56% |
$218K - $231K
|
61.4K
$5.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.2K- 5.02% |
$212K - $225K
|
41.7K
$4M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.2K- 10.41% |
$211K - $224K
|
18.9K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 18.13% |
$198K - $210K
|
9.29K
$891K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.05K- 2.66% |
$198K - $209K
|
75.1K
$7.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.05K- 3.92% |
$197K - $209K
|
50.2K
$4.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.97K- 10.25% |
$189K - $201K
|
17.2K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.93K- 3.69% |
$186K - $197K
|
50.3K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.91K- 3.0% |
$183K - $194K
|
61.6K
$5.91M
|