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

About ISHARES CORE U.S. AGGREGATE BO


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