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

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

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 234,147 shares of AGG stock, worth $23 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

234,147

Previous 810,871 71.12%

Holding current value

$23 Million

Previous $78.6 Billion 70.52%

% of portfolio

0.56%

Previous 2.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $55.3 Million - $57.2 Million	-576,724 Reduced 71.12%	234,147 $23.2 Billion
Q4 2024 Feb 03, 2025	BUY	$96.64 - $101.23 $45.8 Million - $48 Million	474,154 Added 140.82%	810,871 $78.6 Billion
Q3 2024 Oct 30, 2024	BUY	$96.25 - $101.98 $1.37 Million - $1.46 Million	14,278 Added 4.43%	336,717 $34.1 Billion
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

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

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