Acorn Financial Advisory Services Inc Ishares Core U.S. Aggregate Bo Transaction History

Acorn Financial Advisory Services Inc

$498 Million
Q2 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 391,858 shares of AGG stock, worth $38.8 Million. This represents 7.8% of its overall portfolio holdings.

Number of Shares

391,858

Previous 381,723 2.66%

Holding current value

$38.8 Million

Previous $37.8 Million 2.94%

% of portfolio

7.8%

Previous 8.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$96.84 - $99.46 $981,473 - $1.01 Million	10,135 Added 2.66%	391,858 $38.9 Million
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $1.16 Million - $1.2 Million	-12,073 Reduced 3.07%	381,723 $37.8 Million
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $510,645 - $534,899	5,284 Added 1.36%	393,796 $38.2 Million
Q3 2024 Nov 01, 2024	BUY	$96.25 - $101.98 $1.49 Million - $1.58 Million	15,464 Added 4.15%	388,512 $39.3 Million
Q2 2024 Aug 01, 2024	BUY	$95.11 - $97.92 $3.35 Million - $3.45 Million	35,225 Added 10.43%	373,048 $36.2 Million
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $10 Million - $10.3 Million	103,416 Added 44.12%	337,823 $33.1 Million
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $5.45 Million - $5.92 Million	59,435 Added 33.97%	234,407 $23.3 Million
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $1.6 Million - $1.68 Million	17,026 Added 10.78%	174,972 $16.5 Million
Q2 2023 Jul 20, 2023	BUY	$97.49 - $100.53 $408,288 - $421,019	4,188 Added 2.72%	157,946 $15.5 Million
Q1 2023 Apr 26, 2023	BUY	$96.32 - $100.79 $14.8 Million - $15.5 Million	153,758 New	153,758 $15.3 Million

Others Institutions Holding AGG

# of Institutions

2,160

Shares Held

1.29B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Acorn Financial Advisory Services Inc Ishares Core U.S. Aggregate Bo Transaction History