A detailed history of J. W. Coons Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, J. W. Coons Advisors, LLC holds 4,751 shares of AGG stock, worth $467,973. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,751
Previous 4,586 3.6%
Holding current value
$467,973
Previous $445,000 8.09%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 07, 2024

BUY
$96.25 - $101.98 $15,881 - $16,826
165 Added 3.6%
4,751 $481,000
Q4 2023

Feb 12, 2024

SELL
$91.67 - $99.66 $22,917 - $24,915
-250 Reduced 5.17%
4,586 $455,000
Q3 2023

Nov 08, 2023

BUY
$93.85 - $98.43 $2,346 - $2,460
25 Added 0.52%
4,836 $454,000
Q4 2022

Feb 07, 2023

SELL
$93.63 - $99.69 $65,541 - $69,783
-700 Reduced 12.7%
4,811 $466,000
Q2 2022

Aug 04, 2022

SELL
$99.01 - $106.84 $8,415 - $9,081
-85 Reduced 1.52%
5,511 $561,000
Q3 2021

Nov 12, 2021

SELL
$114.77 - $116.58 $15,034 - $15,271
-131 Reduced 2.29%
5,596 $643,000
Q2 2021

Jul 22, 2021

SELL
$113.78 - $115.33 $83,628 - $84,767
-735 Reduced 11.37%
5,727 $660,000
Q1 2021

Apr 26, 2021

BUY
$113.42 - $118.04 $94,025 - $97,855
829 Added 14.72%
6,462 $737,000
Q4 2020

Feb 11, 2021

BUY
$117.06 - $118.42 $234 - $236
2 Added 0.04%
5,633 $667,000
Q3 2020

Nov 13, 2020

SELL
$117.95 - $119.63 $14,507 - $14,714
-123 Reduced 2.14%
5,631 $666,000
Q2 2020

Aug 14, 2020

BUY
$114.73 - $118.21 $10,096 - $10,402
88 Added 1.55%
5,754 $681,000
Q1 2020

May 06, 2020

BUY
$106.57 - $117.86 $603,825 - $667,794
5,666 New
5,666 $654,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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