Goelzer Investment Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Goelzer Investment Management, Inc.

  • $1.76 Billion
  • Q2 2025

A detailed history of Goelzer Investment Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 3,378 shares of AGG stock, worth $339,624. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,378
Previous 3,249 3.97%
Holding current value
$339,624
Previous $321,000 4.36%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$96.84 - $99.46 $12,492 - $12,830
129 Added 3.97%
3,378 $335,000
Q1 2025

Apr 28, 2025
BUY
$95.85 - $99.25 $311,416 - $322,463
3,249 New
3,249 $321,000
Q4 2024

Jan 21, 2025
BUY
$96.64 - $101.23 $313,983 - $328,896
3,249 New
3,249 $314,000

Others Institutions Holding AGG

# of Institutions
2,170
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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