A detailed history of Annapolis Financial Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 1,367 shares of AGG stock, worth $134,649. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,367
Previous 1,274 7.3%
Holding current value
$134,649
Previous $123,000 12.2%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$96.25 - $101.98 $8,951 - $9,484
93 Added 7.3%
1,367 $138,000
Q1 2024

Apr 17, 2024

SELL
$96.75 - $99.37 $96 - $99
-1 Reduced 0.08%
1,274 $124,000
Q3 2023

Oct 30, 2023

BUY
$93.85 - $98.43 $93 - $98
1 Added 0.08%
1,275 $119,000
Q4 2022

Jan 20, 2023

BUY
$93.63 - $99.69 $107,955 - $114,942
1,153 Added 952.89%
1,274 $0
Q2 2022

Jul 22, 2022

SELL
$99.01 - $106.84 $360,693 - $389,218
-3,643 Reduced 96.79%
121 $12,000
Q1 2021

May 06, 2021

SELL
$113.42 - $118.04 $30,736 - $31,988
-271 Reduced 6.72%
3,764 $428,000
Q4 2020

Feb 11, 2021

BUY
$117.06 - $118.42 $472,337 - $477,824
4,035 New
4,035 $477,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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