A detailed history of Genesee Capital Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 8,089 shares of AGG stock, worth $790,295. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,089
Holding current value
$790,295
% of portfolio
0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$96.64 - $101.23 $781,720 - $818,849
8,089 New
8,089 $783,000
Q3 2021

Oct 14, 2021

SELL
$114.77 - $116.58 $191,780 - $194,805
-1,671 Closed
0 $0
Q2 2021

Jul 20, 2021

BUY
$113.78 - $115.33 $190,126 - $192,716
1,671 New
1,671 $0
Q2 2019

Jul 19, 2019

SELL
N/A
-252 Closed
0 $0
Q1 2019

May 15, 2019

BUY
N/A
252 New
252 $27,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Genesee Capital Advisors, LLC Portfolio

Follow Genesee Capital 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 Genesee Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesee Capital Advisors, LLC with notifications on news.