A detailed history of Financial Architects, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial Architects, Inc holds 2,316 shares of AGG stock, worth $234,008. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,316
Holding current value
$234,008
% of portfolio
0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$97.49 - $100.53 $225,786 - $232,827
2,316 New
2,316 $226,000
Q1 2022

May 05, 2022

SELL
$106.1 - $113.3 $239,679 - $255,944
-2,259 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$113.45 - $115.33 $49,691 - $50,514
438 Added 24.05%
2,259 $258,000
Q2 2021

Aug 10, 2021

BUY
$113.78 - $115.33 $6,257 - $6,343
55 Added 3.11%
1,821 $210,000
Q1 2021

May 17, 2021

SELL
$113.42 - $118.04 $12,929 - $13,456
-114 Reduced 6.06%
1,766 $201,000
Q4 2020

Feb 17, 2021

BUY
$117.06 - $118.42 $9,130 - $9,236
78 Added 4.33%
1,880 $222,000
Q1 2020

May 07, 2020

SELL
$106.57 - $117.86 $6,394 - $7,071
-60 Reduced 3.22%
1,802 $208,000
Q4 2019

Feb 14, 2020

SELL
$111.81 - $113.82 $9,280 - $9,447
-83 Reduced 4.27%
1,862 $209,000
Q3 2019

Nov 06, 2019

SELL
$111.75 - $113.28 $66,938 - $67,854
-599 Reduced 23.55%
1,945 $220,000
Q2 2019

Aug 14, 2019

BUY
N/A
1,737 Added 215.24%
2,544 $283,000
Q1 2019

May 13, 2019

BUY
N/A
807 New
807 $88,000
Q1 2019

May 03, 2019

SELL
N/A
-765 Closed
0 $0
Q4 2018

Feb 01, 2019

SELL
N/A
-144 Reduced 15.84%
765 $81,000
Q3 2018

Oct 29, 2018

SELL
N/A
-10 Reduced 1.09%
909 $96,000
Q2 2018

Aug 03, 2018

BUY
N/A
157 Added 20.6%
919 $98,000
Q1 2018

Apr 23, 2018

BUY
N/A
67 Added 9.64%
762 $82,000
Q3 2017

Nov 01, 2017

BUY
N/A
695
695 $76,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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

Track Financial Architects, Inc Portfolio

Follow Financial Architects, Inc 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 Financial Architects, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Architects, Inc with notifications on news.