Alera Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Alera Investment Advisors, LLC

  • $734 Million
  • Q1 2024

A detailed history of Alera Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 18,947 shares of AGG stock, worth $1.85 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,947
Previous 18,969 0.12%
Holding current value
$1.85 Million
Previous $1.88 Million 1.43%
% of portfolio
0.25%
Previous 0.25%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$96.75 - $99.37 $2,128 - $2,186
-22 Reduced 0.12%
18,947 $1.86 Million
Q4 2023

Jan 23, 2024
SELL
$91.67 - $99.66 $89,561 - $97,367
-977 Reduced 4.9%
18,969 $1.88 Million
Q3 2023

Oct 11, 2023
SELL
$93.85 - $98.43 $811,520 - $851,124
-8,647 Reduced 30.24%
19,946 $1.88 Million
Q2 2023

Jul 26, 2023
BUY
$97.49 - $100.53 $25,152 - $25,936
258 Added 0.91%
28,593 $2.8 Million
Q1 2023

May 01, 2023
SELL
$96.32 - $100.79 $328,065 - $343,290
-3,406 Reduced 10.73%
28,335 $2.82 Million
Q4 2022

Feb 02, 2023
BUY
$94.17 - $99.69 $164,891 - $174,557
1,751 Added 5.84%
31,741 $3.08 Million
Q3 2022

Nov 09, 2022
BUY
N/A
15,331 Added 104.58%
29,990 $2.89 Million
Q2 2022

Aug 08, 2022
BUY
N/A
4,448 Added 43.56%
14,659 $1.49 Million
Q1 2022

May 10, 2022
BUY
N/A
2,696 Added 35.87%
10,211 $1.09 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-1,722 Reduced 18.64%
7,515 $857,000
Q3 2021

Nov 15, 2021
BUY
N/A
8,176 Added 770.59%
9,237 $1.06 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-7,252 Reduced 87.24%
1,061 $1.06 Million
Q2 2021

Aug 05, 2021
BUY
N/A
578 Added 7.47%
8,313 $959,000
Q1 2021

May 12, 2021
BUY
N/A
57 Added 0.74%
7,735 $880,000
Q4 2020

Feb 08, 2021
SELL
N/A
-12,004 Reduced 60.99%
7,678 $908,000
Q3 2020

Nov 09, 2020
SELL
N/A
-10,944 Reduced 35.73%
19,682 $2.32 Million
Q2 2020

Aug 11, 2020
BUY
N/A
2,879 Added 10.38%
30,626 $3.62 Million
Q1 2020

Apr 29, 2020
BUY
N/A
11,211 Added 67.8%
27,747 $3.99 Million
Q4 2019

Jan 29, 2020
BUY
N/A
6,725 Added 68.55%
16,536 $1.87 Million
Q3 2019

Oct 25, 2019
SELL
N/A
-109 Reduced 1.1%
9,811 $1.11 Million
Q2 2019

Aug 07, 2019
BUY
N/A
761 Added 8.31%
9,920 $1.11 Million
Q1 2019

May 14, 2019
SELL
N/A
-7,795 Reduced 45.98%
9,159 $999,000
Q4 2018

Feb 14, 2019
BUY
N/A
16,954 New
16,954 $1.81 Million

Others Institutions Holding AGG

# of Institutions
1,873
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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