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

Concurrent Investment Advisors, LLC

$3.04 Trillion
Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 322,439 shares of AGG stock, worth $32.7 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

322,439

Previous 189,256 70.37%

Holding current value

$32.7 Million

Previous $18.5 Billion 68.86%

% of portfolio

1.03%

Previous 0.75%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$95.11 - $97.92 $12.7 Million - $13 Million	133,183 Added 70.37%	322,439 $31.3 Billion
Q1 2024 May 07, 2024	BUY	$96.75 - $99.37 $4.13 Million - $4.24 Million	42,694 Added 29.13%	189,256 $18.5 Billion
Q4 2023 Apr 15, 2024	BUY	$91.67 - $99.66 $13.4 Million - $14.6 Million	146,562 New	146,562 $14.5 Billion

Others Institutions Holding AGG

# of Institutions

1,921

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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