Coastal Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

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 11,327 shares of AGG stock, worth $1.13 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

11,327

Previous 11,222 0.94%

Holding current value

$1.13 Million

Previous $1.11 Million 1.98%

% of portfolio

0.4%

Previous 0.45%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$97.75 - $100.75 $10,263 - $10,578	105 Added 0.94%	11,327 $1.14 Million
Q2 2025 Jul 22, 2025	SELL	$96.84 - $99.46 $107,105 - $110,002	-1,106 Reduced 8.97%	11,222 $1.11 Million
Q1 2025 May 01, 2025	SELL	$95.85 - $99.25 $80,322 - $83,171	-838 Reduced 6.36%	12,328 $1.22 Million
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $610,958 - $639,976	-6,322 Reduced 32.44%	13,166 $1.28 Million
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

# of Institutions

2,205

Shares Held

1.28B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Coastal Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History