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 277,435 shares of AGG stock, worth $27 Million. This represents 7.83% of its overall portfolio holdings.

Number of Shares
277,435
Previous 166,505 66.62%
Holding current value
$27 Million
Previous $16.2 Billion 73.83%
% of portfolio
7.83%
Previous 5.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


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