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 5,808 shares of AGG stock, worth $567,557. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,808
Previous 5,612 3.49%
Holding current value
$567,557
Previous $545 Million 7.96%
% of portfolio
0.26%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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