A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 19,488 shares of AGG stock, worth $1.89 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
19,488
Previous 17,936 8.65%
Holding current value
$1.89 Million
Previous $1.74 Million 13.33%
% of portfolio
0.94%
Previous 0.35%

Shares

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

Oct 29, 2024

BUY
$96.25 - $101.98 $149,380 - $158,272
1,552 Added 8.65%
19,488 $1.97 Million
Q2 2024

Jul 15, 2024

BUY
$95.11 - $97.92 $914,292 - $941,304
9,613 Added 115.5%
17,936 $1.74 Million
Q1 2024

Apr 19, 2024

BUY
$96.75 - $99.37 $252,324 - $259,156
2,608 Added 45.63%
8,323 $815,000
Q4 2023

Jan 19, 2024

SELL
$91.67 - $99.66 $247,233 - $268,783
-2,697 Reduced 32.06%
5,715 $567,000
Q3 2023

Oct 20, 2023

SELL
$93.85 - $98.43 $36,695 - $38,486
-391 Reduced 4.44%
8,412 $791,000
Q2 2023

Aug 09, 2023

BUY
$97.49 - $100.53 $45,235 - $46,645
464 Added 5.56%
8,803 $862,000
Q1 2023

May 05, 2023

SELL
$96.32 - $100.79 $146,213 - $152,999
-1,518 Reduced 15.4%
8,339 $830,000
Q4 2022

Feb 10, 2023

SELL
$93.63 - $99.69 $17,696 - $18,841
-189 Reduced 1.88%
9,857 $956,000
Q3 2022

Oct 27, 2022

SELL
$95.54 - $104.23 $307,543 - $335,516
-3,219 Reduced 24.27%
10,046 $968,000
Q2 2022

Aug 09, 2022

SELL
$99.01 - $106.84 $368,713 - $397,872
-3,724 Reduced 21.92%
13,265 $1.36 Million
Q1 2022

Apr 13, 2022

SELL
$106.1 - $113.3 $1.83 Million - $1.95 Million
-17,227 Reduced 50.35%
16,989 $1.82 Million
Q4 2021

Jan 18, 2022

SELL
$113.45 - $115.33 $159,056 - $161,692
-1,402 Reduced 3.94%
34,216 $3.9 Million
Q3 2021

Oct 18, 2021

BUY
$114.77 - $116.58 $240,672 - $244,468
2,097 Added 6.26%
35,618 $4.09 Million
Q2 2021

Jul 15, 2021

SELL
$113.78 - $115.33 $105,018 - $106,449
-923 Reduced 2.68%
33,521 $3.87 Million
Q1 2021

Apr 12, 2021

BUY
$113.42 - $118.04 $1.84 Million - $1.91 Million
16,197 Added 88.77%
34,444 $3.92 Million
Q4 2020

Jan 13, 2021

BUY
$117.06 - $118.42 $1.17 Million - $1.18 Million
9,978 Added 120.67%
18,247 $2.16 Million
Q3 2020

Oct 23, 2020

BUY
$117.95 - $119.63 $255,951 - $259,597
2,170 Added 35.58%
8,269 $976,000
Q2 2020

Jul 16, 2020

BUY
$114.73 - $118.21 $220,052 - $226,726
1,918 Added 45.87%
6,099 $721,000
Q1 2020

Apr 23, 2020

SELL
$106.57 - $117.86 $216,656 - $239,609
-2,033 Reduced 32.72%
4,181 $482,000
Q4 2019

Feb 05, 2020

BUY
$111.81 - $113.82 $136,631 - $139,088
1,222 Added 24.48%
6,214 $700,000
Q3 2019

Oct 18, 2019

SELL
$111.75 - $113.28 $48,946 - $49,616
-438 Reduced 8.07%
4,992 $563,000
Q2 2019

Aug 01, 2019

BUY
N/A
2,345 Added 76.01%
5,430 $603,000
Q1 2019

May 15, 2019

BUY
N/A
3,085 New
3,085 $337,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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