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

Centerpoint Advisors, LLC

$271 Million
Q1 2025

A detailed history of Centerpoint Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 1,550 shares of AGG stock, worth $150,102. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,550

Previous 1,530 1.31%

Holding current value

$150,102

Previous $148,000 3.38%

% of portfolio

0.06%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$95.85 - $99.25 $1,917 - $1,985	20 Added 1.31%	1,550 $153,000
Q4 2024 Jan 31, 2025	BUY	$96.64 - $101.23 $13,432 - $14,070	139 Added 9.99%	1,530 $148,000
Q2 2024 Jul 30, 2024	SELL	$95.11 - $97.92 $12,744 - $13,121	-134 Reduced 8.79%	1,391 $135,000
Q1 2024 May 02, 2024	BUY	$96.75 - $99.37 $42,570 - $43,722	440 Added 40.55%	1,525 $149,000
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $15,598 - $16,084	160 Added 17.3%	1,085 $106,000
Q1 2023 May 03, 2023	SELL	$96.32 - $100.79 $13,003 - $13,606	-135 Reduced 12.74%	925 $92,000
Q2 2022 Jul 18, 2022	SELL	$99.01 - $106.84 $6,435 - $6,944	-65 Reduced 5.78%	1,060 $108,000
Q1 2022 Apr 27, 2022	SELL	$106.1 - $113.3 $16,445 - $17,561	-155 Reduced 12.11%	1,125 $120,000
Q3 2021 Oct 25, 2021	SELL	$114.77 - $116.58 $2,524 - $2,564	-22 Reduced 1.69%	1,280 $147,000
Q2 2021 Jul 26, 2021	BUY	$113.78 - $115.33 $6,485 - $6,573	57 Added 4.58%	1,302 $150,000
Q1 2021 Apr 23, 2021	SELL	$113.42 - $118.04 $2,835 - $2,951	-25 Reduced 1.97%	1,245 $142,000
Q4 2020 Jan 22, 2021	BUY	$117.06 - $118.42 $148,666 - $150,393	1,270 New	1,270 $150,000

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Centerpoint Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History