A detailed history of Alpha Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 139,768 shares of AGG stock, worth $14 Million. This represents 11.75% of its overall portfolio holdings.

Number of Shares
139,768
Previous 127,618 9.52%
Holding current value
$14 Million
Previous $12.5 Billion 8.55%
% of portfolio
11.75%
Previous 11.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$95.11 - $97.92 $1.16 Million - $1.19 Million
12,150 Added 9.52%
139,768 $13.6 Billion
Q1 2024

May 13, 2024

BUY
$96.75 - $99.37 $643,290 - $660,711
6,649 Added 5.5%
127,618 $12.5 Billion
Q4 2023

Jan 29, 2024

BUY
$91.67 - $99.66 $6.11 Million - $6.64 Million
66,602 Added 122.5%
120,969 $12 Billion
Q3 2023

Nov 07, 2023

BUY
$93.85 - $98.43 $932,212 - $977,705
9,933 Added 22.35%
54,367 $5.11 Billion
Q2 2023

Jul 27, 2023

BUY
$97.49 - $100.53 $4.33 Million - $4.47 Million
44,434 New
44,434 $4.35 Billion

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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