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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-591- 0.78% |
$56.9K - $60.3K
|
75K
$7.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-575- 83.45% |
$55.3K - $58.6K
|
114
$10.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-571- 2.75% |
$55K - $58.2K
|
20.2K
$1.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-559- 2.28% |
$53.8K - $57K
|
24K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-553- 4.93% |
$53.2K - $56.4K
|
10.7K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-548- 13.77% |
$52.7K - $55.9K
|
3.43K
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-539- 55.8% |
$51.9K - $55K
|
427
$41K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-533- 2.6% |
$51.3K - $54.4K
|
20K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-531- 40.66% |
$51.1K - $54.2K
|
775
$74.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-530- 7.22% |
$51K - $54K
|
6.81K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-529- 1.56% |
$50.9K - $53.9K
|
33.3K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-525- 2.19% |
$50.5K - $53.5K
|
23.4K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-504- 4.01% |
$48.5K - $51.4K
|
12.1K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-503- 0.54% |
$48.4K - $51.3K
|
93.2K
$8.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-503- 12.45% |
$48.4K - $51.3K
|
3.54K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 7.65% |
$48.1K - $51K
|
6.03K
$579K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-499- 2.82% |
$48K - $50.9K
|
17.2K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-498- 20.8% |
$47.9K - $50.8K
|
1.9K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-490- 10.58% |
$47.2K - $50K
|
4.14K
$397K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-487- 3.11% |
$46.9K - $49.7K
|
15.2K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-484- 27.15% |
$46.6K - $49.4K
|
1.3K
$125K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-474- 0.88% |
$45.6K - $48.3K
|
53.3K
$5.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-457- 3.18% |
$44K - $46.6K
|
13.9K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-455- 0.4% |
$43.8K - $46.4K
|
113K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-450- 4.03% |
$43.3K - $45.9K
|
10.7K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-450- 65.41% |
$43.3K - $45.9K
|
238
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-446- 4.98% |
$42.9K - $45.5K
|
8.51K
$816K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-444- 2.98% |
$42.7K - $45.3K
|
14.4K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-437- 18.23% |
$42.1K - $44.6K
|
1.96K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-433- 3.97% |
$41.7K - $44.2K
|
10.5K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-423- 7.32% |
$40.7K - $43.1K
|
5.35K
$513K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-423- 12.85% |
$40.7K - $43.1K
|
2.87K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-420- 13.02% |
$40.4K - $42.8K
|
2.81K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-419- 11.94% |
$40.3K - $42.7K
|
3.09K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-418- 2.09% |
$40.2K - $42.6K
|
19.6K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-417- 12.6% |
$40.1K - $42.5K
|
2.89K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-414- 3.66% |
$39.8K - $42.2K
|
10.9K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-414- 4.68% |
$39.8K - $42.2K
|
8.42K
$808K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-413- 37.38% |
$39.8K - $42.1K
|
692
$66.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-413- 14.56% |
$39.8K - $42.1K
|
2.42K
$233K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-412- 4.43% |
$39.7K - $42K
|
8.88K
$852K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-403- 7.81% |
$38.8K - $41.1K
|
4.76K
$457K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-402- 11.39% |
$38.7K - $41K
|
3.13K
$300K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-400- 16.44% |
$38.5K - $40.8K
|
2.03K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-398- 0.86% |
$38.3K - $40.6K
|
45.8K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-392- 4.19% |
$37.7K - $40K
|
8.96K
$859K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-392- 0.58% |
$37.7K - $40K
|
66.7K
$6.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-359- 1.95% |
$34.6K - $36.6K
|
18K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-352- 57.99% |
$33.9K - $35.9K
|
255
$24.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-348- 15.59% |
$33.5K - $35.5K
|
1.88K
$181K
|