Htg Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Htg Investment Advisors, Inc.

$269 Billion
Q2 2025

A detailed history of Htg Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 113,727 shares of AGG stock, worth $11.4 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares

113,727

Previous 109,867 3.51%

Holding current value

$11.4 Million

Previous $10.9 Billion 3.81%

% of portfolio

4.2%

Previous 4.53%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$96.84 - $99.46 $373,802 - $383,915	3,860 Added 3.51%	113,727 $11.3 Billion
Q1 2025 May 02, 2025	BUY	$95.85 - $99.25 $474,361 - $491,188	4,949 Added 4.72%	109,867 $10.9 Billion
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $535,192 - $560,611	5,538 Added 5.57%	104,918 $10.2 Billion
Q3 2024 Nov 04, 2024	BUY	$96.25 - $101.98 $789,153 - $836,134	8,199 Added 8.99%	99,380 $10.1 Billion
Q2 2024 Jul 31, 2024	BUY	$95.11 - $97.92 $590,157 - $607,593	6,205 Added 7.3%	91,181 $8.85 Billion
Q1 2024 Apr 29, 2024	BUY	$96.75 - $99.37 $934,992 - $960,311	9,664 Added 12.83%	84,976 $8.32 Billion
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $1.06 Million - $1.15 Million	11,530 Added 18.08%	75,312 $7.47 Billion
Q3 2023 Oct 24, 2023	BUY	$93.85 - $98.43 $1.92 Million - $2.01 Million	20,421 Added 47.1%	63,782 $6 Billion
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $1.48 Million - $1.52 Million	15,164 Added 53.78%	43,361 $4.25 Billion
Q1 2023 Apr 13, 2023	SELL	$96.32 - $100.79 $139,375 - $145,843	-1,447 Reduced 4.88%	28,197 $2.81 Billion
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $2.78 Million - $2.96 Million	29,644 New	29,644 $2.88 Billion

Others Institutions Holding AGG

# of Institutions

2,170

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Htg Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History