A detailed history of Ethos Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ethos Financial Group, LLC holds 9,586 shares of AGG stock, worth $936,935. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,586
Previous 8,264 16.0%
Holding current value
$936,935
Previous $802,000 20.95%
% of portfolio
0.18%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$96.25 - $101.98 $127,242 - $134,817
1,322 Added 16.0%
9,586 $970,000
Q2 2024

Aug 12, 2024

SELL
$95.11 - $97.92 $62,582 - $64,431
-658 Reduced 7.38%
8,264 $802,000
Q1 2024

May 08, 2024

SELL
$96.75 - $99.37 $10,449 - $10,731
-108 Reduced 1.2%
8,922 $874,000
Q4 2023

Feb 07, 2024

BUY
$91.67 - $99.66 $134,938 - $146,699
1,472 Added 19.48%
9,030 $896,000
Q3 2023

Nov 13, 2023

BUY
$93.85 - $98.43 $343,584 - $360,352
3,661 Added 93.94%
7,558 $710,000
Q1 2023

Apr 20, 2023

SELL
$96.32 - $100.79 $148,140 - $155,015
-1,538 Reduced 28.3%
3,897 $388,000
Q4 2022

Feb 09, 2023

BUY
$93.63 - $99.69 $508,879 - $541,815
5,435 New
5,435 $527 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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