A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,239 shares of AGG stock, worth $516,041. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,239
Previous 5,140 1.93%
Holding current value
$516,041
Previous $498,000 6.43%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 16, 2024

BUY
$96.25 - $101.98 $9,528 - $10,096
99 Added 1.93%
5,239 $530,000
Q3 2023

Oct 24, 2023

SELL
$93.85 - $98.43 $6,944 - $7,283
-74 Reduced 1.42%
5,140 $483,000
Q1 2023

Apr 17, 2023

SELL
$96.32 - $100.79 $18,686 - $19,553
-194 Reduced 3.59%
5,214 $519,000
Q3 2022

Nov 04, 2022

SELL
$95.54 - $104.23 $54,839 - $59,828
-574 Reduced 9.6%
5,408 $521,000
Q2 2022

Jul 18, 2022

SELL
$99.01 - $106.84 $13,465 - $14,530
-136 Reduced 2.22%
5,982 $608,000
Q4 2021

Jan 31, 2022

SELL
$113.45 - $115.33 $8,054 - $8,188
-71 Reduced 1.15%
6,118 $698,000
Q2 2021

Aug 02, 2021

SELL
$113.78 - $115.33 $12,857 - $13,032
-113 Reduced 1.79%
6,189 $714,000
Q3 2020

Oct 21, 2020

SELL
$117.95 - $119.63 $3,892 - $3,947
-33 Reduced 0.52%
6,302 $744,000
Q2 2020

Jul 28, 2020

SELL
$114.73 - $118.21 $8,948 - $9,220
-78 Reduced 1.22%
6,335 $749,000
Q1 2020

Apr 22, 2020

SELL
$106.57 - $117.86 $92,183 - $101,948
-865 Reduced 11.89%
6,413 $740,000
Q4 2019

Jan 16, 2020

BUY
$111.81 - $113.82 $4,919 - $5,008
44 Added 0.61%
7,278 $818,000
Q2 2019

Jul 16, 2019

SELL
N/A
-374 Reduced 4.92%
7,234 $806,000
Q4 2018

Jan 30, 2019

SELL
N/A
-263 Reduced 3.34%
7,608 $810,000
Q3 2018

Nov 06, 2018

SELL
N/A
-680 Reduced 7.95%
7,871 $831,000
Q2 2018

Jul 26, 2018

SELL
N/A
-1,276 Reduced 12.98%
8,551 $909,000
Q4 2017

Feb 12, 2018

BUY
N/A
9,827
9,827 $1.07 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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