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 $18,566. This represents 0.01% of its overall portfolio holdings.

Number of Shares

190

Previous 180 5.56%

Holding current value

$18,566

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

1,932

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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