Beacon Pointe Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q1 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 838,967 shares of AGG stock, worth $81.4 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
838,967
Previous 800,924 4.75%
Holding current value
$81.4 Million
Previous $79.5 Million 3.37%
% of portfolio
0.92%
Previous 0.96%

Shares

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

May 14, 2024
BUY
$96.75 - $99.37 $3.68 Million - $3.78 Million
38,043 Added 4.75%
838,967 $82.2 Million
Q4 2023

Feb 08, 2024
SELL
$91.67 - $99.66 $899,466 - $977,863
-9,812 Reduced 1.21%
800,924 $79.5 Million
Q3 2023

Nov 14, 2023
BUY
$93.85 - $98.43 $14.3 Million - $15 Million
152,795 Added 23.22%
810,736 $76.2 Million
Q2 2023

Aug 11, 2023
BUY
$97.49 - $100.53 $5.06 Million - $5.22 Million
51,943 Added 8.57%
657,941 $64.4 Million
Q1 2023

May 12, 2023
BUY
$96.32 - $100.79 $1.81 Million - $1.89 Million
18,783 Added 3.2%
605,998 $60.4 Million
Q4 2022

Feb 14, 2023
SELL
$94.17 - $99.69 $3.14 Million - $3.33 Million
-33,362 Reduced 5.38%
587,215 $57 Million
Q3 2022

Nov 09, 2022
BUY
N/A
42,271 Added 7.31%
620,577 $59.8 Million
Q2 2022

Aug 11, 2022
BUY
N/A
18,881 Added 3.38%
578,306 $58.8 Million
Q1 2022

May 17, 2022
BUY
N/A
477,535 Added 583.14%
559,425 $59.9 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-10,253 Reduced 11.13%
81,890 $9.34 Million
Q3 2021

Nov 15, 2021
BUY
N/A
4,557 Added 5.2%
92,143 $10.6 Million
Q2 2021

Aug 17, 2021
SELL
N/A
-744 Reduced 0.84%
87,586 $10.1 Million
Q1 2021

May 18, 2021
SELL
N/A
-2,560 Reduced 2.82%
88,330 $10.1 Million
Q4 2020

Feb 12, 2021
BUY
N/A
13,082 Added 16.81%
90,890 $10.8 Million
Q3 2020

Nov 16, 2020
BUY
N/A
29,031 Added 59.52%
77,808 $9.19 Million
Q2 2020

Aug 14, 2020
BUY
N/A
39,779 Added 442.09%
48,777 $5.77 Million
Q1 2020

May 15, 2020
BUY
N/A
3,894 Added 76.29%
8,998 $1.03 Million
Q4 2019

Feb 14, 2020
BUY
N/A
1,673 Added 48.76%
5,104 $573,000
Q3 2019

Nov 14, 2019
BUY
N/A
1,572 Added 84.56%
3,431 $388,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,859 New
1,859 $206,000

Others Institutions Holding AGG

# of Institutions
1,869
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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