A detailed history of Golden State Equity Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Golden State Equity Partners holds 17,420 shares of AGG stock, worth $1.69 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
17,420
Previous 24,621 29.25%
Holding current value
$1.69 Million
Previous $2.49 Million 29.24%
% of portfolio
0.97%
Previous 0.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$96.25 - $101.98 $693,096 - $734,357
-7,201 Reduced 29.25%
17,420 $1.76 Million
Q3 2024

Oct 25, 2024

SELL
$96.25 - $101.98 $170,362 - $180,504
-1,770 Reduced 6.71%
24,621 $2.49 Million
Q2 2024

Jul 29, 2024

BUY
$95.11 - $97.92 $693,922 - $714,424
7,296 Added 38.21%
26,391 $2.56 Million
Q4 2023

Feb 02, 2024

BUY
$91.67 - $99.66 $119,446 - $129,856
1,303 Added 7.32%
19,095 $1.9 Million
Q3 2023

Oct 20, 2023

BUY
$93.85 - $98.43 $6,944 - $7,283
74 Added 0.42%
17,792 $1.67 Million
Q2 2023

Jul 19, 2023

BUY
$97.49 - $100.53 $204,339 - $210,710
2,096 Added 13.42%
17,718 $1.74 Million
Q1 2023

Jun 01, 2023

BUY
$96.32 - $100.79 $1.5 Million - $1.57 Million
15,622 New
15,622 $1.56 Billion
Q4 2021

Feb 11, 2022

SELL
$113.45 - $115.33 $231,324 - $235,157
-2,039 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$114.77 - $116.58 $234,016 - $237,706
2,039 New
2,039 $234,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners 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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.