Blue Sky Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Blue Sky Wealth Advisors, LLC

$639 Million
Q4 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 87,105 shares of AGG stock, worth $8.51 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

87,105

Previous 101,744 14.39%

Holding current value

$8.51 Million

Previous $10.3 Million 18.08%

% of portfolio

1.32%

Previous 1.6%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$96.64 - $101.23 $1.41 Million - $1.48 Million	-14,639 Reduced 14.39%	87,105 $8.44 Million
Q3 2024 Oct 11, 2024	SELL	$96.25 - $101.98 $133,595 - $141,548	-1,388 Reduced 1.35%	101,744 $10.3 Million
Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $23,492 - $24,186	247 Added 0.24%	103,132 $10 Million
Q1 2024 Apr 12, 2024	SELL	$96.75 - $99.37 $21,768 - $22,358	-225 Reduced 0.22%	102,885 $10.1 Million
Q4 2023 Feb 12, 2024	BUY	$91.67 - $99.66 $5.34 Million - $5.81 Million	58,301 Added 130.11%	103,110 $10.2 Million
Q3 2023 Oct 17, 2023	SELL	$93.85 - $98.43 $28,999 - $30,414	-309 Reduced 0.68%	44,809 $4.21 Million
Q2 2023 Jul 27, 2023	SELL	$97.49 - $100.53 $1,169 - $1,206	-12 Reduced 0.03%	45,118 $4.42 Million
Q1 2023 May 09, 2023	SELL	$96.32 - $100.79 $328,354 - $343,593	-3,409 Reduced 7.02%	45,130 $4.5 Million
Q4 2022 Feb 01, 2023	SELL	$93.63 - $99.69 $208,794 - $222,308	-2,230 Reduced 4.39%	48,539 $4.71 Million
Q3 2022 Nov 03, 2022	SELL	$95.54 - $104.23 $1.72 Million - $1.87 Million	-17,961 Reduced 26.13%	50,769 $4.89 Million
Q2 2022 Aug 02, 2022	SELL	$99.01 - $106.84 $4.12 Million - $4.45 Million	-41,647 Reduced 37.73%	68,730 $6.99 Million
Q1 2022 Apr 26, 2022	SELL	$106.1 - $113.3 $345,567 - $369,018	-3,257 Reduced 2.87%	110,377 $11.8 Million
Q4 2021 Jan 25, 2022	SELL	$113.45 - $115.33 $77.4 Million - $78.6 Million	-681,802 Reduced 85.71%	113,634 $13 Million
Q4 2021 Jan 13, 2022	BUY	$113.45 - $115.33 $77.2 Million - $78.5 Million	680,729 Added 593.45%	795,436 $90.7 Million
Q3 2021 Oct 15, 2021	SELL	$114.77 - $116.58 $96,751 - $98,276	-843 Reduced 0.73%	114,707 $13.2 Million
Q2 2021 Jul 27, 2021	BUY	$113.78 - $115.33 $1.17 Million - $1.18 Million	10,270 Added 9.75%	115,550 $13.4 Million
Q1 2021 Apr 23, 2021	SELL	$113.42 - $118.04 $174,099 - $181,191	-1,535 Reduced 1.44%	105,280 $12 Million
Q4 2020 Feb 03, 2021	SELL	$117.06 - $118.42 $3,394 - $3,434	-29 Reduced 0.03%	106,815 $12.6 Million
Q3 2020 Oct 16, 2020	BUY	$117.95 - $119.63 $460,476 - $467,035	3,904 Added 3.79%	106,844 $12.6 Million
Q2 2020 Jul 14, 2020	SELL	$114.73 - $118.21 $1.12 Million - $1.16 Million	-9,791 Reduced 8.69%	102,940 $12.2 Million
Q1 2020 Apr 21, 2020	SELL	$106.57 - $117.86 $359,354 - $397,423	-3,372 Reduced 2.9%	112,731 $13 Million
Q4 2019 Feb 12, 2020	SELL	$111.81 - $113.82 $168,162 - $171,185	-1,504 Reduced 1.28%	116,103 $13.1 Million
Q3 2019 Oct 15, 2019	SELL	$111.75 - $113.28 $964,849 - $978,059	-8,634 Reduced 6.84%	117,607 $13.3 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-2,732 Reduced 2.12%	126,241 $14.1 Million
Q1 2019 May 08, 2019	BUY	N/A	4,592 Added 3.69%	128,973 $14 Million
Q4 2018 Feb 01, 2019	BUY	N/A	9,243 Added 8.03%	124,381 $13.3 Million
Q3 2018 Oct 11, 2018	BUY	N/A	3,500 Added 3.14%	115,138 $12 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-5,939 Reduced 5.05%	111,638 $11.9 Million
Q1 2018 Apr 24, 2018	BUY	N/A	1,766 Added 1.52%	117,577 $12.6 Million
Q4 2017 Feb 02, 2018	BUY	N/A	2,757 Added 2.44%	115,811 $12.7 Million
Q3 2017 Nov 02, 2017	BUY	N/A	374 Added 0.33%	113,054 $12.4 Million
Q3 2017 Oct 12, 2017	BUY	N/A	112,680	112,680 $12.3 Million

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Blue Sky Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History