Dhk Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Dhk Financial Advisors, Inc.

  • $172 Million
  • Q2 2025

A detailed history of Dhk Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 8,500 shares of AGG stock, worth $850,000. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,500
Previous 17,000 50.0%
Holding current value
$850,000
Previous $1.68 Million 49.76%
% of portfolio
0.49%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$96.84 - $99.46 $823,140 - $845,410
-8,500 Reduced 50.0%
8,500 $843,000
Q1 2025

Apr 11, 2025
BUY
$95.85 - $99.25 $814,725 - $843,625
8,500 Added 100.0%
17,000 $1.68 Million
Q3 2024

Oct 24, 2024
BUY
$96.25 - $101.98 $818,125 - $866,830
8,500 New
8,500 $860,000

Others Institutions Holding AGG

# of Institutions
2,222
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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