Gradient Investments LLC Ishares Core U.S. Aggregate Bo Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gradient Investments LLC holds 2,243 shares of AGG stock, worth $216,606. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,243
Previous 2,296 2.31%
Holding current value
$216,606
Previous $227,000 3.52%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$96.75 - $99.37 $5,127 - $5,266
-53 Reduced 2.31%
2,243 $219,000
Q4 2023

Jan 18, 2024
BUY
$91.67 - $99.66 $12,375 - $13,454
135 Added 6.25%
2,296 $227,000
Q3 2023

Oct 27, 2023
BUY
$93.85 - $98.43 $14,265 - $14,961
152 Added 7.57%
2,161 $203,000
Q2 2023

Jul 11, 2023
BUY
$97.49 - $100.53 $59,956 - $61,825
615 Added 44.12%
2,009 $196,000
Q1 2023

Apr 17, 2023
SELL
$96.32 - $100.79 $21,864 - $22,879
-227 Reduced 14.0%
1,394 $138,000
Q4 2022

Jan 10, 2023
BUY
$94.17 - $99.69 $2,825 - $2,990
30 Added 1.89%
1,621 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-895 Reduced 36.0%
1,591 $153,000
Q2 2022

Jul 11, 2022
BUY
N/A
1,297 Added 109.08%
2,486 $253,000
Q1 2022

May 26, 2022
SELL
N/A
-457 Reduced 27.76%
1,189 $127,000
Q4 2021

Jan 12, 2022
BUY
N/A
797 Added 93.88%
1,646 $188,000
Q3 2021

Oct 18, 2021
BUY
N/A
5 Added 0.59%
849 $97,000
Q2 2021

Jul 12, 2021
BUY
N/A
118 Added 16.25%
844 $97,000
Q1 2021

Apr 21, 2021
SELL
N/A
-714 Reduced 49.58%
726 $83,000
Q3 2020

Oct 06, 2020
BUY
N/A
818 Added 131.51%
1,440 $170,000
Q2 2020

Jul 10, 2020
SELL
N/A
-258 Reduced 29.32%
622 $74,000
Q1 2020

Apr 07, 2020
SELL
N/A
-313 Reduced 26.24%
880 $102,000
Q4 2019

Jan 15, 2020
BUY
N/A
705 Added 144.47%
1,193 $134,000
Q3 2019

Oct 10, 2019
SELL
N/A
-408 Reduced 45.54%
488 $55,000
Q2 2019

Jul 16, 2019
BUY
N/A
400 Added 80.65%
896 $100,000
Q1 2019

Apr 11, 2019
BUY
N/A
6 Added 1.22%
496 $54,000
Q4 2018

Jan 18, 2019
SELL
N/A
-3 Reduced 0.61%
490 $52,000
Q3 2018

Oct 11, 2018
BUY
N/A
14 Added 2.92%
493 $52,000
Q2 2018

Aug 09, 2018
SELL
N/A
-303 Reduced 38.75%
479 $51,000
Q1 2018

Apr 11, 2018
BUY
N/A
766 Added 4787.5%
782 $84,000
Q4 2017

Feb 07, 2018
BUY
N/A
16
16 $2,000

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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