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

Geller Advisors LLC

$1.34 Billion
Q2 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 297,481 shares of AGG stock, worth $29 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

297,481

Previous 257,575 15.49%

Holding current value

$29 Million

Previous $25.2 Million 14.47%

% of portfolio

2.15%

Previous 2.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,929

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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