Jackson, Grant Investment Advisers, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $269 Million
  • Q2 2025

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 46,076 shares of AGG stock, worth $4.64 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
46,076
Previous 45,188 1.97%
Holding current value
$4.64 Million
Previous $4.47 Million 2.26%
% of portfolio
1.7%
Previous 1.75%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$96.84 - $99.46 $85,993 - $88,320
888 Added 1.97%
46,076 $4.57 Million
Q1 2025

May 06, 2025
BUY
$95.85 - $99.25 $1.27 Million - $1.31 Million
13,232 Added 41.41%
45,188 $4.47 Million
Q4 2024

Jan 27, 2025
SELL
$96.64 - $101.23 $1.46 Million - $1.53 Million
-15,076 Reduced 32.05%
31,956 $3.1 Million
Q3 2024

Oct 17, 2024
BUY
$96.25 - $101.98 $234,561 - $248,525
2,437 Added 5.46%
47,032 $4.76 Million
Q2 2024

Jul 16, 2024
BUY
$95.11 - $97.92 $108,425 - $111,628
1,140 Added 2.62%
44,595 $4.33 Million
Q1 2024

May 08, 2024
BUY
$96.75 - $99.37 $69,176 - $71,049
715 Added 1.67%
43,455 $4.26 Million
Q4 2023

Feb 01, 2024
SELL
$91.67 - $99.66 $801,012 - $870,829
-8,738 Reduced 16.97%
42,740 $4.24 Million
Q3 2023

Oct 13, 2023
BUY
$93.85 - $98.43 $207,314 - $217,431
2,209 Added 4.48%
51,478 $4.84 Million
Q2 2023

Aug 01, 2023
BUY
$97.49 - $100.53 $5,459 - $5,629
56 Added 0.11%
49,269 $4.83 Million
Q1 2023

May 02, 2023
BUY
$96.32 - $100.79 $158,735 - $166,101
1,648 Added 3.46%
49,213 $4.9 Million
Q4 2022

Jan 26, 2023
SELL
$93.63 - $99.69 $1.79 Million - $1.9 Million
-19,084 Reduced 28.63%
47,565 $0
Q3 2022

Nov 14, 2022
SELL
$95.54 - $104.23 $54,266 - $59,202
-568 Reduced 0.85%
66,649 $6.42 Million
Q2 2022

Aug 04, 2022
SELL
$99.01 - $106.84 $1.73 Million - $1.87 Million
-17,463 Reduced 20.62%
67,217 $6.84 Million
Q1 2022

Apr 28, 2022
SELL
$106.1 - $113.3 $139,415 - $148,876
-1,314 Reduced 1.53%
84,680 $9.07 Million
Q4 2021

Jan 24, 2022
SELL
$113.45 - $115.33 $98,020 - $99,645
-864 Reduced 0.99%
85,994 $9.81 Million
Q3 2021

Oct 13, 2021
SELL
$114.77 - $116.58 $61,401 - $62,370
-535 Reduced 0.61%
86,858 $9.97 Million
Q2 2021

Jul 15, 2021
SELL
$113.78 - $115.33 $471,731 - $478,158
-4,146 Reduced 4.53%
87,393 $10.1 Million
Q1 2021

Apr 22, 2021
BUY
$113.42 - $118.04 $765,698 - $796,888
6,751 Added 7.96%
91,539 $10.4 Million
Q4 2020

Mar 03, 2021
BUY
$117.06 - $118.42 $961,530 - $972,701
8,214 Added 10.73%
84,788 $10 Million
Q3 2020

Nov 12, 2020
BUY
$117.95 - $119.63 $1.26 Million - $1.28 Million
10,668 Added 16.19%
76,574 $9.04 Million
Q2 2020

Aug 14, 2020
BUY
$114.73 - $118.21 $1.18 Million - $1.22 Million
10,292 Added 18.51%
65,906 $7.79 Million
Q1 2020

May 12, 2020
BUY
$106.57 - $117.86 $22,805 - $25,222
214 Added 0.39%
55,614 $6.42 Million
Q4 2019

Feb 05, 2020
BUY
$111.81 - $113.82 $636,310 - $647,749
5,691 Added 11.45%
55,400 $6.23 Million
Q3 2019

Nov 20, 2019
BUY
$111.75 - $113.28 $279,263 - $283,086
2,499 Added 5.29%
49,709 $5.63 Million
Q2 2019

Aug 13, 2019
BUY
N/A
680 Added 1.46%
47,210 $5.26 Million
Q1 2019

May 07, 2019
BUY
N/A
21,438 Added 85.44%
46,530 $5.08 Million
Q4 2018

Jan 23, 2019
SELL
N/A
-316 Reduced 1.24%
25,092 $2.67 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-3,925 Reduced 13.38%
25,408 $2.68 Million
Q2 2018

Aug 02, 2018
BUY
N/A
1,792 Added 6.51%
29,333 $3.12 Million
Q1 2018

May 14, 2018
SELL
N/A
-1,032 Reduced 3.61%
27,541 $2.95 Million
Q4 2017

Feb 01, 2018
BUY
N/A
225 Added 0.79%
28,573 $3.12 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-752 Reduced 2.58%
28,348 $3.11 Million
Q2 2017

Aug 10, 2017
BUY
N/A
29,100
29,100 $3.19 Million

Others Institutions Holding AGG

# of Institutions
2,193
Shares Held
1.29B
Call Options Held
213K
Put Options Held
130K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email