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 314 shares of AGG stock, worth $30,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares
314
Previous 314 -0.0%
Holding current value
$30,787
Previous $31.2 Million 1.32%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$94.17 - $99.69 $18,834 - $19,938
-200 Closed
0 $0
Q1 2022

Jan 09, 2024

BUY
N/A
200 New
200 $21.4 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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