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 7,057 shares of AGG stock, worth $691,656. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,057
Previous 7,388 4.48%
Holding current value
$691,656
Previous $717,000 0.42%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 08, 2024

SELL
$96.25 - $101.98 $31,858 - $33,755
-331 Reduced 4.48%
7,057 $714,000
Q2 2024

Jul 12, 2024

SELL
$95.11 - $97.92 $6,657 - $6,854
-70 Reduced 0.94%
7,388 $717,000
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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