Evernest Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 12,451 shares of AGG stock, worth $1.21 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
12,451
Previous 10,320 20.65%
Holding current value
$1.21 Million
Previous $1.01 Billion 17.86%
% of portfolio
0.56%
Previous 0.52%

Shares

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

May 10, 2024
BUY
$96.75 - $99.37 $206,174 - $211,757
2,131 Added 20.65%
12,451 $1.19 Billion
Q4 2023

May 10, 2024
SELL
$91.67 - $99.66 $255,850 - $278,151
-2,791 Reduced 22.42%
9,660 $959 Million
Q4 2021

Feb 13, 2024
BUY
N/A
10,320 New
10,320 $1.01 Billion

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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