Balanced Rock Investment Advisor Ishares Core U.S. Aggregate Bo Transaction History

Balanced Rock Investment Advisor

  • $119 Billion
  • Q2 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 6,515 shares of AGG stock, worth $651,239. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,515
Previous 6,725 3.12%
Holding current value
$651,239
Previous $659 Million 3.98%
% of portfolio
0.53%
Previous 0.56%

Shares

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

Jul 31, 2024
SELL
$95.11 - $97.92 $19,973 - $20,563
-210 Reduced 3.12%
6,515 $632 Million
Q4 2023

Feb 13, 2024
BUY
$91.67 - $99.66 $616,480 - $670,213
6,725 New
6,725 $667 Million

Others Institutions Holding AGG

# of Institutions
1,920
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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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