Ironwood Financial, LLC Ishares Core U.S. Aggregate Bo Transaction History

Ironwood Financial, LLC

$463 Million
Q1 2025

A detailed history of Ironwood Financial, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ironwood Financial, LLC holds 49,215 shares of AGG stock, worth $4.79 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

49,215

Previous 51,024 3.55%

Holding current value

$4.79 Million

Previous $4.94 Million 1.74%

% of portfolio

1.05%

Previous 1.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$95.85 - $99.25 $173,392 - $179,543	-1,809 Reduced 3.55%	49,215 $4.86 Million
Q4 2024 Jan 16, 2025	SELL	$96.64 - $101.23 $209,128 - $219,061	-2,164 Reduced 4.07%	51,024 $4.94 Million
Q3 2024 Oct 16, 2024	SELL	$96.25 - $101.98 $11,453 - $12,135	-119 Reduced 0.22%	53,188 $5.39 Million
Q2 2024 Jul 19, 2024	BUY	$95.11 - $97.92 $249,568 - $256,942	2,624 Added 5.18%	53,307 $5.17 Million
Q1 2024 Apr 17, 2024	BUY	$96.75 - $99.37 $3.08 Million - $3.16 Million	31,837 Added 168.93%	50,683 $4.96 Million
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $1.73 Million - $1.88 Million	18,846 New	18,846 $1.87 Million
Q1 2020 Apr 27, 2020	SELL	$106.57 - $117.86 $2,131 - $2,357	-20 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	10 Added 100.0%	20 $2,000
Q1 2018 May 08, 2018	BUY	N/A	10 New	10 $1,000

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Ironwood Financial, LLC Ishares Core U.S. Aggregate Bo Transaction History