A detailed history of Erickson Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Erickson Financial Group, LLC holds 67,138 shares of AGG stock, worth $6.56 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
67,138
Previous 67,418 0.42%
Holding current value
$6.56 Million
Previous $6.6 Million 1.29%
% of portfolio
4.97%
Previous 5.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$95.11 - $97.92 $26,630 - $27,417
-280 Reduced 0.42%
67,138 $6.52 Million
Q1 2024

Apr 29, 2024

BUY
$96.75 - $99.37 $73,723 - $75,719
762 Added 1.14%
67,418 $6.6 Million
Q4 2023

Jan 18, 2024

BUY
$91.67 - $99.66 $4,216 - $4,584
46 Added 0.07%
66,656 $6.62 Million
Q3 2023

Oct 24, 2023

BUY
$93.85 - $98.43 $33,410 - $35,041
356 Added 0.54%
66,610 $6.26 Million
Q2 2023

Jul 13, 2023

BUY
$97.49 - $100.53 $809,946 - $835,203
8,308 Added 14.34%
66,254 $6.49 Million
Q1 2023

Apr 18, 2023

BUY
$96.32 - $100.79 $42,477 - $44,448
441 Added 0.77%
57,946 $5.77 Million
Q4 2022

Jan 17, 2023

SELL
$93.63 - $99.69 $135,108 - $143,852
-1,443 Reduced 2.45%
57,505 $0
Q3 2022

Oct 17, 2022

SELL
$95.54 - $104.23 $40,891 - $44,610
-428 Reduced 0.72%
58,948 $5.68 Million
Q2 2022

Aug 09, 2022

SELL
$99.01 - $106.84 $18,712 - $20,192
-189 Reduced 0.32%
59,376 $6.04 Million
Q1 2022

May 16, 2022

SELL
$106.1 - $113.3 $341,960 - $365,165
-3,223 Reduced 5.13%
59,565 $6.38 Million
Q4 2021

Apr 01, 2022

BUY
$113.45 - $115.33 $7.12 Million - $7.24 Million
62,788 New
62,788 $7.16 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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