Alpha Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Alpha Financial Advisors, LLC

$225 Billion
Q1 2025

A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 12,234 shares of AGG stock, worth $1.18 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

12,234

Previous 5,975 104.75%

Holding current value

$1.18 Million

Previous $579 Million 109.02%

% of portfolio

0.54%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$95.85 - $99.25 $599,925 - $621,205	6,259 Added 104.75%	12,234 $1.21 Billion
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $16,138 - $16,905	167 Added 2.88%	5,975 $579 Million
Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $18,865 - $19,988	196 Added 3.49%	5,808 $588 Million
Q2 2024 Jul 23, 2024	BUY	$95.11 - $97.92 $16,739 - $17,233	176 Added 3.24%	5,612 $545 Million
Q1 2024 Apr 29, 2024	BUY	$96.75 - $99.37 $59,598 - $61,211	616 Added 12.78%	5,436 $532 Million
Q4 2023 Feb 05, 2024	BUY	$91.67 - $99.66 $10,908 - $11,859	119 Added 2.53%	4,820 $478 Million
Q3 2023 Oct 26, 2023	BUY	$93.85 - $98.43 $13,139 - $13,780	140 Added 3.07%	4,701 $442 Million
Q2 2023 Aug 07, 2023	BUY	$97.49 - $100.53 $27,492 - $28,349	282 Added 6.59%	4,561 $447 Million
Q1 2023 Apr 18, 2023	BUY	$96.32 - $100.79 $32,748 - $34,268	340 Added 8.63%	4,279 $426 Million
Q4 2022 Apr 18, 2023	BUY	$93.63 - $99.69 $368,808 - $392,678	3,939 New	3,939 $382 Million

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.

Account

Alpha Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History