Foundations Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 194,472 shares of AGG stock, worth $19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
194,472
Previous 91,045 113.6%
Holding current value
$19 Million
Previous $8.84 Million 122.86%
% of portfolio
0.44%
Previous 0.23%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$96.25 - $101.98 $9.95 Million - $10.5 Million
103,427 Added 113.6%
194,472 $19.7 Million
Q2 2024

Aug 02, 2024
BUY
$95.11 - $97.92 $806,913 - $830,753
8,484 Added 10.28%
91,045 $8.84 Million
Q1 2024

May 13, 2024
SELL
$96.75 - $99.37 $5.22 Million - $5.36 Million
-53,918 Reduced 39.51%
82,561 $8.09 Million
Q4 2023

Feb 08, 2024
BUY
$91.67 - $99.66 $11.5 Million - $12.5 Million
125,770 Added 1174.43%
136,479 $13.5 Million
Q3 2023

Oct 05, 2023
SELL
$93.85 - $98.43 $12.8 Million - $13.4 Million
-135,964 Reduced 92.7%
10,709 $1.01 Million
Q2 2023

Jul 19, 2023
BUY
$97.49 - $100.53 $13.6 Million - $14 Million
139,724 Added 2010.71%
146,673 $14.4 Million
Q1 2023

Apr 25, 2023
BUY
$96.32 - $100.79 $197,456 - $206,619
2,050 Added 41.85%
6,949 $692,000
Q4 2022

Jan 11, 2023
BUY
$93.63 - $99.69 $4,775 - $5,084
51 Added 1.05%
4,899 $0
Q3 2022

Oct 19, 2022
SELL
$95.54 - $104.23 $6,974 - $7,608
-73 Reduced 1.48%
4,848 $467,000
Q2 2022

Jul 08, 2022
BUY
$99.01 - $106.84 $114,257 - $123,293
1,154 Added 30.63%
4,921 $501,000
Q1 2022

Apr 19, 2022
SELL
$106.1 - $113.3 $11,564 - $12,349
-109 Reduced 2.81%
3,767 $392,000
Q4 2021

Jan 21, 2022
BUY
$113.45 - $115.33 $155,880 - $158,463
1,374 Added 54.92%
3,876 $436,000
Q3 2021

Oct 13, 2021
SELL
$114.77 - $116.58 $22,494 - $22,849
-196 Reduced 7.26%
2,502 $287,000
Q2 2021

Jul 14, 2021
BUY
$113.78 - $115.33 $306,978 - $311,160
2,698 New
2,698 $312,000
Q1 2020

Apr 06, 2020
SELL
$106.57 - $117.86 $17 Million - $18.8 Million
-159,865 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$111.81 - $113.82 $7.04 Million - $7.16 Million
62,937 Added 64.93%
159,865 $18.1 Million
Q3 2019

Oct 07, 2019
BUY
$111.75 - $113.28 $2.1 Million - $2.13 Million
18,775 Added 24.02%
96,928 $11 Million
Q2 2019

Jul 08, 2019
BUY
N/A
78,153 New
78,153 $8.72 Million
Q1 2019

Apr 08, 2019
SELL
N/A
-3,333 Closed
0 $0
Q4 2018

Feb 11, 2019
SELL
N/A
-40,502 Reduced 92.4%
3,333 $357,000
Q3 2018

Nov 09, 2018
BUY
N/A
3,979 Added 9.98%
43,835 $4.63 Million
Q2 2018

Aug 14, 2018
BUY
N/A
39,856 New
39,856 $4.24 Million

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email