Grey Fox Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 288,986 shares of AGG stock, worth $28.6 Million. This represents 7.63% of its overall portfolio holdings.

Number of Shares
288,986
Previous 304,648 5.14%
Holding current value
$28.6 Million
Previous $29.5 Billion 3.16%
% of portfolio
7.63%
Previous 8.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$95.85 - $99.25 $1.5 Million - $1.55 Million
-15,662 Reduced 5.14%
288,986 $28.6 Billion
Q4 2024

Feb 11, 2025
BUY
$96.64 - $101.23 $2.63 Million - $2.75 Million
27,213 Added 9.81%
304,648 $29.5 Billion
Q3 2024

Oct 22, 2024
BUY
$96.25 - $101.98 $10.7 Million - $11.3 Million
110,930 Added 66.62%
277,435 $28.1 Billion
Q2 2024

Jul 30, 2024
BUY
$95.11 - $97.92 $703,814 - $724,608
7,400 Added 4.65%
166,505 $16.2 Billion
Q1 2024

Apr 11, 2024
BUY
$96.75 - $99.37 $2.53 Million - $2.6 Million
26,121 Added 19.64%
159,105 $15.6 Billion
Q4 2023

Jan 17, 2024
BUY
$91.67 - $99.66 $507,393 - $551,618
5,535 Added 4.34%
132,984 $13.2 Billion
Q3 2023

Oct 24, 2023
BUY
$93.85 - $98.43 $295,909 - $310,349
3,153 Added 2.54%
127,449 $12 Billion
Q2 2023

Aug 03, 2023
BUY
$97.49 - $100.53 $569,439 - $587,195
5,841 Added 4.93%
124,296 $12.2 Billion
Q1 2023

May 09, 2023
BUY
$96.32 - $100.79 $766,321 - $801,885
7,956 Added 7.2%
118,455 $11.8 Billion
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $10.3 Million - $11 Million
110,499 New
110,499 $10.7 Billion

Others Institutions Holding AGG

# of Institutions
2,140
Shares Held
1.21B
Call Options Held
124K
Put Options Held
27.7K
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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