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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 9,233,202 shares of AGG stock, worth $911 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares

9,233,202

Previous 8,993,758 2.66%

Holding current value

$911 Million

Previous $871 Million 4.8%

% of portfolio

5.7%

Previous 5.6%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$95.85 - $99.25 $23 Million - $23.8 Million	239,444 Added 2.66%	9,233,202 $913 Million
Q4 2024 Feb 07, 2025	BUY	$96.64 - $101.23 $25.5 Million - $26.7 Million	263,431 Added 3.02%	8,993,758 $871 Million
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $421 Million - $446 Million	4,377,465 Added 100.57%	8,730,327 $884 Million
Q2 2024 Aug 09, 2024	BUY	$95.11 - $97.92 $72.7 Million - $74.8 Million	764,090 Added 21.29%	4,352,862 $423 Million
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	$93.63 - $99.69 $29.8 Million - $31.7 Million	318,080 Added 15.95%	2,312,338 $224 Million
Q3 2022 Nov 01, 2022	BUY	$95.54 - $104.23 $3.27 Million - $3.57 Million	34,224 Added 1.75%	1,994,258 $192 Million
Q2 2022 Aug 02, 2022	BUY	$99.01 - $106.84 $17.1 Million - $18.5 Million	173,084 Added 9.69%	1,960,034 $199 Million
Q1 2022 Apr 27, 2022	SELL	$106.1 - $113.3 $135 Million - $144 Million	-1,273,475 Reduced 41.61%	1,786,950 $192 Million
Q4 2021 Jan 24, 2022	BUY	$113.45 - $115.33 $27 Million - $27.5 Million	238,352 Added 8.45%	3,060,425 $349 Million
Q3 2021 Oct 21, 2021	BUY	$114.77 - $116.58 $31.7 Million - $32.2 Million	276,279 Added 10.85%	2,822,073 $324 Million
Q2 2021 Jul 29, 2021	BUY	$113.78 - $115.33 $81.1 Million - $82.2 Million	712,478 Added 38.86%	2,545,794 $294 Million
Q1 2021 May 13, 2021	BUY	$113.42 - $118.04 $27.3 Million - $28.5 Million	241,137 Added 15.15%	1,833,316 $209 Million
Q4 2020 Jan 22, 2021	SELL	$117.06 - $118.42 $58.3 Million - $58.9 Million	-497,735 Reduced 23.82%	1,592,179 $188 Million
Q3 2020 Oct 14, 2020	BUY	$117.95 - $119.63 $59.3 Million - $60.1 Million	502,546 Added 31.66%	2,089,914 $247 Million
Q2 2020 Aug 06, 2020	BUY	$114.73 - $118.21 $4.98 Million - $5.13 Million	43,416 Added 2.81%	1,587,368 $188 Million
Q1 2020 Apr 30, 2020	BUY	$106.57 - $117.86 $2.73 Million - $3.02 Million	25,628 Added 1.69%	1,543,952 $178 Million
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $163 Million - $166 Million	1,455,713 Added 2325.01%	1,518,324 $171 Million
Q3 2019 Nov 08, 2019	BUY	$111.75 - $113.28 $1.05 Million - $1.06 Million	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

2,174

Shares Held

1.28B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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