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

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

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 5,934 shares of AGG stock, worth $588,712. This represents 0.47% of its overall portfolio holdings.

Number of Shares
5,934
Previous 6,785 12.54%
Holding current value
$588,712
Previous $657 Million 10.72%
% of portfolio
0.47%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$95.85 - $99.25 $81,568 - $84,461
-851 Reduced 12.54%
5,934 $587 Million
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
2,170
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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