Financial Advocates Investment Management Ishares Core U.S. Aggregate Bo Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial Advocates Investment Management holds 182,731 shares of AGG stock, worth $17.8 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
182,731
Previous 170,440 7.21%
Holding current value
$17.8 Million
Previous $17.3 Million 2.58%
% of portfolio
1.04%
Previous 0.97%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$96.64 - $101.23 $1.19 Million - $1.24 Million
12,291 Added 7.21%
182,731 $17.7 Million
Q3 2024

Oct 25, 2024
BUY
$96.25 - $101.98 $268,152 - $284,116
2,786 Added 1.66%
170,440 $17.3 Million
Q2 2024

Jul 26, 2024
BUY
$95.11 - $97.92 $409,163 - $421,251
4,302 Added 2.63%
167,654 $16.3 Million
Q1 2024

May 01, 2024
BUY
$96.75 - $99.37 $4.17 Million - $4.28 Million
43,115 Added 35.86%
163,352 $16 Million
Q4 2023

Feb 08, 2024
BUY
$91.67 - $99.66 $6.88 Million - $7.47 Million
75,002 Added 165.81%
120,237 $11.9 Million
Q3 2023

Oct 27, 2023
SELL
$93.85 - $98.43 $5,631 - $5,905
-60 Reduced 0.13%
45,235 $4.25 Million
Q2 2023

Aug 07, 2023
SELL
$97.49 - $100.53 $2.31 Million - $2.38 Million
-23,687 Reduced 34.34%
45,295 $4.44 Million
Q1 2023

May 11, 2023
SELL
$96.32 - $100.79 $1.61 Million - $1.68 Million
-16,681 Reduced 19.47%
68,982 $6.87 Million
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $3.38 Million - $3.59 Million
36,049 Added 72.66%
85,663 $8.31 Million
Q3 2022

Nov 14, 2022
SELL
$95.54 - $104.23 $2.07 Million - $2.25 Million
-21,620 Reduced 30.35%
49,614 $4.78 Million
Q2 2022

Aug 12, 2022
SELL
$99.01 - $106.84 $915,941 - $988,376
-9,251 Reduced 11.49%
71,234 $7.24 Million
Q1 2022

May 11, 2022
BUY
$106.1 - $113.3 $539,306 - $575,903
5,083 Added 6.74%
80,485 $8.62 Million
Q4 2021

Feb 14, 2022
BUY
$113.45 - $115.33 $2.93 Million - $2.98 Million
25,823 Added 52.08%
75,402 $8.6 Million
Q3 2021

Nov 04, 2021
SELL
$114.77 - $116.58 $5.84 Million - $5.93 Million
-50,886 Reduced 50.65%
49,579 $5.49 Million
Q2 2021

Aug 03, 2021
BUY
$113.78 - $115.33 $5.24 Million - $5.31 Million
46,015 Added 84.51%
100,465 $11.6 Million
Q1 2021

May 10, 2021
SELL
$113.42 - $118.04 $580,710 - $604,364
-5,120 Reduced 8.59%
54,450 $6.2 Million
Q4 2020

Feb 12, 2021
SELL
$117.06 - $118.42 $687,844 - $695,835
-5,876 Reduced 8.98%
59,570 $7.16 Million
Q3 2020

Nov 04, 2020
BUY
$117.95 - $119.63 $16,630 - $16,867
141 Added 0.22%
65,446 $7.73 Million
Q2 2020

Aug 14, 2020
BUY
$114.73 - $118.21 $1.57 Million - $1.61 Million
13,652 Added 26.43%
65,305 $7.7 Million
Q1 2020

Apr 29, 2020
SELL
$106.57 - $117.86 $541,588 - $598,964
-5,082 Reduced 8.96%
51,653 $5.96 Million
Q4 2019

Feb 13, 2020
BUY
$111.81 - $113.82 $279,748 - $284,777
2,502 Added 4.61%
56,735 $6.38 Million
Q3 2019

Nov 13, 2019
BUY
$111.75 - $113.28 $283,956 - $287,844
2,541 Added 4.92%
54,233 $6.14 Million
Q2 2019

Aug 08, 2019
SELL
N/A
-3,056 Reduced 5.58%
51,692 $5.76 Million
Q1 2019

May 16, 2019
BUY
N/A
3,139 Added 6.08%
54,748 $5.97 Million
Q4 2018

Feb 14, 2019
BUY
N/A
32,747 Added 173.61%
51,609 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-28,631 Reduced 60.28%
18,862 $0
Q2 2018

Aug 09, 2018
BUY
N/A
2,209 Added 4.88%
47,493 $5.04 Million
Q1 2018

May 11, 2018
SELL
N/A
-4,705 Reduced 9.41%
45,284 $4.86 Million
Q4 2017

Feb 15, 2018
BUY
N/A
49,989
49,989 $5.47 Million

Others Institutions Holding AGG

# of Institutions
1,991
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
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More about AGG
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