A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 72,910 shares of AGG stock, worth $7.13 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
72,910
Previous 138,872 47.5%
Holding current value
$7.13 Million
Previous $13.5 Million 45.26%
% of portfolio
0.62%
Previous 1.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$96.25 - $101.98 $6.35 Million - $6.73 Million
-65,962 Reduced 47.5%
72,910 $7.38 Million
Q2 2024

Aug 13, 2024

BUY
$95.11 - $97.92 $13.2 Million - $13.6 Million
138,872 New
138,872 $13.5 Million
Q3 2023

Nov 14, 2023

BUY
$93.85 - $98.43 $910,814 - $955,263
9,705 Added 33.39%
38,771 $3.65 Million
Q2 2023

Jul 21, 2023

BUY
$97.49 - $100.53 $114,843 - $118,424
1,178 Added 4.22%
29,066 $2.85 Million
Q1 2023

May 05, 2023

BUY
$96.32 - $100.79 $2.69 Million - $2.81 Million
27,888 New
27,888 $2.78 Million
Q2 2022

Aug 16, 2022

SELL
$99.01 - $106.84 $22.3 Million - $24 Million
-224,910 Closed
0 $0
Q1 2022

May 27, 2022

BUY
$106.1 - $113.3 $23.9 Million - $25.5 Million
224,910 New
224,910 $2,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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