Interactive Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History

Interactive Financial Advisors

$182 Million
Q1 2025

A detailed history of Interactive Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Interactive Financial Advisors holds 144,383 shares of AGG stock, worth $14.3 Million. This represents 7.84% of its overall portfolio holdings.

Number of Shares

144,383

Previous 143,213 0.82%

Holding current value

$14.3 Million

Previous $13.9 Million 2.92%

% of portfolio

7.84%

Previous 7.54%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$95.85 - $99.25 $112,144 - $116,122	1,170 Added 0.82%	144,383 $14.3 Million
Q4 2024 Feb 06, 2025	BUY	$96.64 - $101.23 $101,085 - $105,886	1,046 Added 0.74%	143,213 $13.9 Million
Q3 2024 Oct 30, 2024	BUY	$96.25 - $101.98 $130,803 - $138,590	1,359 Added 0.97%	142,167 $14.4 Million
Q2 2024 Aug 02, 2024	BUY	$95.11 - $97.92 $411,065 - $423,210	4,322 Added 3.17%	140,808 $13.7 Million
Q1 2024 May 03, 2024	BUY	$96.75 - $99.37 $13.1 Million - $13.4 Million	134,998 Added 9072.45%	136,486 $13.4 Million
Q4 2023 Feb 05, 2024	SELL	$91.67 - $99.66 $9.4 Million - $10.2 Million	-102,525 Reduced 98.57%	1,488 $147,000
Q3 2023 Oct 26, 2023	SELL	$93.85 - $98.43 $367,798 - $385,747	-3,919 Reduced 3.63%	104,013 $9.78 Million
Q2 2023 Jul 31, 2023	SELL	$97.49 - $100.53 $2.9 Million - $2.99 Million	-29,791 Reduced 21.63%	107,932 $10.6 Million
Q1 2023 Apr 26, 2023	BUY	$96.32 - $100.79 $439,604 - $460,005	4,564 Added 3.43%	137,723 $13.7 Million
Q4 2022 Feb 08, 2023	BUY	$93.63 - $99.69 $142,317 - $151,528	1,520 Added 1.15%	133,159 $12.9 Million
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $209,137 - $228,159	-2,189 Reduced 1.64%	131,639 $12.7 Million
Q2 2022 Aug 10, 2022	BUY	$99.01 - $106.84 $11.9 Million - $12.9 Million	120,325 Added 891.1%	133,828 $13.7 Million
Q1 2022 May 09, 2022	SELL	$106.1 - $113.3 $13.1 Million - $14 Million	-123,686 Reduced 90.16%	13,503 $867,000
Q4 2021 Feb 11, 2022	BUY	$113.45 - $115.33 $243,577 - $247,613	2,147 Added 1.59%	137,189 $15.7 Million
Q3 2021 Nov 09, 2021	BUY	$114.77 - $116.58 $498,560 - $506,423	4,344 Added 3.32%	135,042 $15.5 Million
Q2 2021 Jul 30, 2021	SELL	$113.78 - $115.33 $460,695 - $466,971	-4,049 Reduced 3.0%	130,698 $15.1 Million
Q1 2021 May 11, 2021	BUY	$113.42 - $118.04 $386,308 - $402,044	3,406 Added 2.59%	134,747 $15.3 Million
Q4 2020 Jan 21, 2021	SELL	$117.06 - $118.42 $176,760 - $178,814	-1,510 Reduced 1.14%	131,341 $15.5 Million
Q3 2020 Oct 29, 2020	SELL	$117.95 - $119.63 $472,035 - $478,759	-4,002 Reduced 2.92%	132,851 $15.7 Million
Q2 2020 Jul 27, 2020	SELL	$114.73 - $118.21 $399,948 - $412,080	-3,486 Reduced 2.48%	136,853 $16.2 Million
Q1 2020 May 05, 2020	BUY	$106.57 - $117.86 $238,183 - $263,417	2,235 Added 1.62%	140,339 $16.2 Million
Q4 2019 Jan 27, 2020	BUY	$111.81 - $113.82 $147,141 - $149,787	1,316 Added 0.96%	138,104 $15.5 Million
Q3 2019 Oct 24, 2019	SELL	$111.75 - $113.28 $75,319 - $76,350	-674 Reduced 0.49%	136,788 $15.5 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-180 Reduced 0.13%	137,462 $15.3 Million
Q1 2019 May 06, 2019	BUY	N/A	2,599 Added 1.92%	137,642 $15 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-2,673 Reduced 1.94%	135,043 $14.4 Million
Q3 2018 Nov 15, 2018	BUY	N/A	510 Added 0.37%	137,716 $14.5 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-3,791 Reduced 2.69%	137,206 $14.6 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-16,296 Reduced 10.36%	140,997 $15.1 Million
Q4 2017 Jan 22, 2018	BUY	N/A	3,649 Added 2.37%	157,293 $17.2 Million
Q3 2017 Oct 12, 2017	BUY	N/A	153,644	153,644 $16.8 Million

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Interactive Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Interactive Financial Advisors with notifications on news.

Account

Interactive Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History