A detailed history of Dowling & Yahnke LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dowling & Yahnke LLC holds 3,284 shares of AGG stock, worth $318,777. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,284
Previous 7,294 54.98%
Holding current value
$318,777
Previous $742,000 57.41%
% of portfolio
0.15%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022

SELL
N/A
-4,010 Reduced 54.98%
3,284 $316,000
Q2 2022

Aug 10, 2022

BUY
N/A
2,046 Added 38.99%
7,294 $742,000
Q1 2022

May 04, 2022

BUY
N/A
2,864 Added 120.13%
5,248 $562,000
Q3 2020

Oct 19, 2020

SELL
N/A
-12 Reduced 0.5%
2,384 $281,000
Q2 2020

Jul 31, 2020

BUY
N/A
53 Added 2.26%
2,396 $283,000
Q1 2020

May 15, 2020

SELL
N/A
-321 Reduced 12.05%
2,343 $270,000
Q4 2019

Jan 27, 2020

BUY
N/A
2,664 New
2,664 $299,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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