Householder Group Estate & Retirement Specialist, LLC Ishares Core U.S. Aggregate Bo Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 3,439 shares of AGG stock, worth $333,445. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,439
Previous 3,551 3.15%
Holding current value
$333,445
Previous $344,000 1.16%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 18, 2024
SELL
$96.25 - $101.98 $10,780 - $11,421
-112 Reduced 3.15%
3,439 $348,000
Q2 2024

Jul 17, 2024
SELL
$95.11 - $97.92 $6,752 - $6,952
-71 Reduced 1.96%
3,551 $344,000
Q1 2024

May 03, 2024
BUY
$96.75 - $99.37 $18,576 - $19,079
192 Added 5.6%
3,622 $354,000
Q4 2023

Jan 23, 2024
SELL
$91.67 - $99.66 $32,084 - $34,881
-350 Reduced 9.26%
3,430 $340,000
Q3 2023

Oct 10, 2023
SELL
$93.85 - $98.43 $68,792 - $72,149
-733 Reduced 16.24%
3,780 $355,000
Q1 2023

Apr 13, 2023
BUY
$96.32 - $100.79 $434,692 - $454,865
4,513 New
4,513 $450,000
Q3 2022

Oct 11, 2022
SELL
$95.54 - $104.23 $140,634 - $153,426
-1,472 Reduced 20.4%
5,742 $553,000
Q2 2022

Jul 18, 2022
SELL
$99.01 - $106.84 $124,752 - $134,618
-1,260 Reduced 14.87%
7,214 $733,000
Q1 2022

Apr 18, 2022
SELL
$106.1 - $113.3 $39,469 - $42,147
-372 Reduced 4.21%
8,474 $908,000
Q4 2021

Apr 12, 2022
BUY
$113.45 - $115.33 $1 Million - $1.02 Million
8,846 New
8,846 $1.01 Million

Others Institutions Holding AGG

# of Institutions
1,969
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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