Helen Stephens Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Helen Stephens Group, LLC

  • $259 Million
  • Q1 2024

A detailed history of Helen Stephens Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Helen Stephens Group, LLC holds 2,118 shares of AGG stock, worth $206,674. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,118
Holding current value
$206,674
% of portfolio
0.08%

Shares

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

Apr 17, 2024
BUY
$96.75 - $99.37 $204,916 - $210,465
2,118 New
2,118 $207,000
Q3 2023

Oct 30, 2023
SELL
$93.85 - $98.43 $7,977 - $8,366
-85 Reduced 3.83%
2,136 $200,000
Q2 2023

Aug 04, 2023
SELL
$97.49 - $100.53 $3,997 - $4,121
-41 Reduced 1.81%
2,221 $217,000
Q1 2023

Apr 18, 2023
BUY
$96.32 - $100.79 $217,875 - $227,986
2,262 New
2,262 $225,000
Q1 2022

Apr 27, 2022
SELL
N/A
-1,834 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
N/A
1,834 New
1,834 $209,000

Others Institutions Holding AGG

# of Institutions
1,870
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
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