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

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 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 6,785 shares of AGG stock, worth $667,304. This represents 0.52% of its overall portfolio holdings.

Number of Shares
6,785
Previous 6,515 4.14%
Holding current value
$667,304
Previous $660 Million 0.35%
% of portfolio
0.52%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $26,092 - $27,332
270 Added 4.14%
6,785 $657 Million
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
2,119
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email