A detailed history of Everett Harris & CO transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Everett Harris & CO holds 3,092 shares of AGG stock, worth $302,088. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,092
Previous 4,232 26.94%
Holding current value
$302,088
Previous $420,000 28.1%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$96.75 - $99.37 $110,295 - $113,281
-1,140 Reduced 26.94%
3,092 $302,000
Q3 2023

Oct 23, 2023

SELL
$93.85 - $98.43 $9,854 - $10,335
-105 Reduced 2.42%
4,232 $397,000
Q2 2023

Jul 26, 2023

BUY
$97.49 - $100.53 $422,814 - $435,998
4,337 New
4,337 $424,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Everett Harris & CO Portfolio

Follow Everett Harris & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everett Harris & CO , based on Form 13F filings with the SEC.

News

Stay updated on Everett Harris & CO with notifications on news.