Bright Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Bright Financial Advisors, Inc.

$159 Billion
Q4 2024

A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 320,587 shares of AGG stock, worth $31.2 Million. This represents 19.53% of its overall portfolio holdings.

Number of Shares

320,587

Previous 334,655 4.2%

Holding current value

$31.2 Million

Previous $33.9 Billion 8.34%

% of portfolio

19.53%

Previous 21.56%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $1.36 Million - $1.42 Million	-14,068 Reduced 4.2%	320,587 $31.1 Billion
Q3 2024 Oct 10, 2024	BUY	$96.25 - $101.98 $1.03 Million - $1.09 Million	10,702 Added 3.3%	334,655 $33.9 Billion
Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $664,438 - $684,069	6,986 Added 2.2%	323,953 $31.4 Billion
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $30.7 Million - $31.5 Million	316,967 New	316,967 $30.3 Billion

Others Institutions Holding AGG

# of Institutions

2,003

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Bright Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History