Geller Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Geller Advisors LLC

$1.51 Billion
Q4 2024

A detailed history of Geller Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Geller Advisors LLC holds 321,417 shares of AGG stock, worth $32.2 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

321,417

Previous 318,324 0.97%

Holding current value

$32.2 Million

Previous $32.2 Million 3.38%

% of portfolio

2.06%

Previous 2.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $298,907 - $313,104	3,093 Added 0.97%	321,417 $31.1 Million
Q3 2024 Nov 15, 2024	BUY	$96.25 - $101.98 $2.01 Million - $2.13 Million	20,843 Added 7.01%	318,324 $32.2 Million
Q2 2024 Aug 13, 2024	BUY	$95.11 - $97.92 $3.8 Million - $3.91 Million	39,906 Added 15.49%	297,481 $28.9 Million
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $1.63 Million - $1.67 Million	16,849 Added 7.0%	257,575 $25.2 Million
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $601,538 - $653,968	6,562 Added 2.8%	240,726 $23.9 Million
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $22 Million - $23 Million	234,164 New	234,164 $22 Million

Others Institutions Holding AGG

# of Institutions

2,169

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Geller Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History