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

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

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 171,765 shares of AGG stock, worth $16.6 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

171,765

Previous 182,731 6.0%

Holding current value

$16.6 Million

Previous $17.7 Million 4.04%

% of portfolio

1.24%

Previous 1.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$95.85 - $99.25 $1.05 Million - $1.09 Million	-10,966 Reduced 6.0%	171,765 $17 Million
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

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

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