A detailed history of Howard Financial Services, Ltd. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 7,458 shares of AGG stock, worth $727,304. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,458
Previous 7,449 0.12%
Holding current value
$727,304
Previous $739,000 1.22%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Apr 16, 2024

BUY
$96.75 - $99.37 $870 - $894
9 Added 0.12%
7,458 $730,000
Q4 2023

Jan 09, 2024

BUY
$91.67 - $99.66 $141,905 - $154,273
1,548 Added 26.23%
7,449 $739,000
Q3 2023

Oct 10, 2023

BUY
$93.85 - $98.43 $553,808 - $580,835
5,901 New
5,901 $554,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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