Financial Perspectives, Inc Ishares Core U.S. Aggregate Bo Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial Perspectives, Inc holds 190 shares of AGG stock, worth $18,310. This represents 0.01% of its overall portfolio holdings.

Number of Shares

190

Previous 180 5.56%

Holding current value

$18,310

Previous $17.5 Million 10.12%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$96.25 - $101.98 $962 - $1,019	10 Added 5.56%	190 $19.2 Million
Q2 2024 Aug 09, 2024	SELL	$95.11 - $97.92 $12,744 - $13,121	-134 Reduced 42.68%	180 $17.5 Million
Q4 2023 Feb 01, 2024	SELL	$91.67 - $99.66 $5,500 - $5,979	-60 Reduced 16.04%	314 $31.2 Million
Q2 2023 Jan 09, 2024	BUY	$97.49 - $100.53 $36,461 - $37,598	374 New	374 $36.6 Million
Q4 2022 Jan 09, 2024	SELL	$93.63 - $99.69 $18,726 - $19,938	-200 Closed	0 $0
Q1 2022 Jan 09, 2024	BUY	$106.1 - $113.3 $21,220 - $22,660	200 New	200 $21.4 Million

Others Institutions Holding AGG

# of Institutions

1,971

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

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

Account

Financial Perspectives, Inc Ishares Core U.S. Aggregate Bo Transaction History