A detailed history of Summa Corp. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summa Corp. holds 5,500 shares of AGG stock, worth $558,250. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,500
Previous 4,000 37.5%
Holding current value
$558,250
Previous $392 Million 36.28%
% of portfolio
0.26%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$95.11 - $97.92 $142,665 - $146,880
1,500 Added 37.5%
5,500 $534 Million
Q1 2024

Apr 23, 2024

BUY
$96.75 - $99.37 $387,000 - $397,480
4,000 New
4,000 $392 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Summa Corp. Portfolio

Follow Summa Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summa Corp., based on Form 13F filings with the SEC.

News

Stay updated on Summa Corp. with notifications on news.