Avantax Advisory Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,588,772 shares of AGG stock, worth $348 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares
3,588,772
Previous 3,514,713 2.11%
Holding current value
$348 Million
Previous $349 Million 0.76%
% of portfolio
3.16%
Previous 3.5%

Shares

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

May 08, 2024
BUY
$96.75 - $99.37 $7.17 Million - $7.36 Million
74,059 Added 2.11%
3,588,772 $351 Million
Q4 2023

Feb 07, 2024
BUY
$91.67 - $99.66 $12.3 Million - $13.4 Million
134,337 Added 3.97%
3,514,713 $349 Million
Q3 2023

Nov 07, 2023
BUY
$93.85 - $98.43 $90.1 Million - $94.5 Million
960,301 Added 39.68%
3,380,376 $318 Million
Q2 2023

Aug 11, 2023
BUY
$97.49 - $100.53 $12 Million - $12.3 Million
122,646 Added 5.34%
2,420,075 $237 Million
Q1 2023

Apr 28, 2023
SELL
$96.32 - $100.79 $1.44 Million - $1.5 Million
-14,909 Reduced 0.64%
2,297,429 $229 Million
Q4 2022

Feb 13, 2023
BUY
$94.17 - $99.69 $30 Million - $31.7 Million
318,080 Added 15.95%
2,312,338 $224 Million
Q3 2022

Nov 01, 2022
BUY
N/A
34,224 Added 1.75%
1,994,258 $192 Million
Q2 2022

Aug 02, 2022
BUY
N/A
173,084 Added 9.69%
1,960,034 $199 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-1,273,475 Reduced 41.61%
1,786,950 $192 Million
Q4 2021

Jan 24, 2022
BUY
N/A
238,352 Added 8.45%
3,060,425 $349 Million
Q3 2021

Oct 21, 2021
BUY
N/A
276,279 Added 10.85%
2,822,073 $324 Million
Q2 2021

Jul 29, 2021
BUY
N/A
712,478 Added 38.86%
2,545,794 $294 Million
Q1 2021

May 13, 2021
BUY
N/A
241,137 Added 15.15%
1,833,316 $209 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-497,735 Reduced 23.82%
1,592,179 $188 Million
Q3 2020

Oct 14, 2020
BUY
N/A
502,546 Added 31.66%
2,089,914 $247 Million
Q2 2020

Aug 06, 2020
BUY
N/A
43,416 Added 2.81%
1,587,368 $188 Million
Q1 2020

Apr 30, 2020
BUY
N/A
25,628 Added 1.69%
1,543,952 $178 Million
Q4 2019

Feb 14, 2020
BUY
N/A
1,455,713 Added 2325.01%
1,518,324 $171 Million
Q3 2019

Nov 08, 2019
BUY
N/A
9,352 Added 17.56%
62,611 $7.08 Million
Q2 2019

Aug 06, 2019
BUY
N/A
15,115 Added 39.63%
53,259 $5.93 Million
Q1 2019

May 13, 2019
BUY
N/A
2,445 Added 6.85%
38,144 $4.16 Million
Q4 2018

Feb 13, 2019
BUY
N/A
35,699 New
35,699 $3.81 Million

Others Institutions Holding AGG

# of Institutions
1,870
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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