Jfs Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 556,100 shares of AGG stock, worth $54 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares
556,100
Previous 509,310 9.19%
Holding current value
$54 Million
Previous $50.5 Million 7.74%
% of portfolio
4.33%
Previous 4.3%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$96.75 - $99.37 $4.53 Million - $4.65 Million
46,790 Added 9.19%
556,100 $54.5 Million
Q4 2023

Feb 07, 2024
BUY
$91.67 - $99.66 $5.19 Million - $5.65 Million
56,666 Added 12.52%
509,310 $50.5 Million
Q3 2023

Nov 02, 2023
SELL
$93.85 - $98.43 $7.96 Million - $8.35 Million
-84,826 Reduced 15.78%
452,644 $42.6 Million
Q2 2023

Aug 07, 2023
BUY
$97.49 - $100.53 $2.59 Million - $2.67 Million
26,530 Added 5.19%
537,470 $52.6 Million
Q1 2023

Apr 19, 2023
BUY
$96.32 - $100.79 $1.02 Million - $1.07 Million
10,620 Added 2.12%
510,940 $50.9 Million
Q4 2022

Feb 13, 2023
BUY
$94.17 - $99.69 $2.5 Million - $2.65 Million
26,536 Added 5.6%
500,320 $48.5 Million
Q3 2022

Oct 21, 2022
BUY
N/A
1,888 Added 0.4%
473,784 $45.6 Million
Q2 2022

Aug 02, 2022
BUY
N/A
5,951 Added 1.28%
471,896 $48 Million
Q1 2022

May 02, 2022
SELL
N/A
-26,344 Reduced 5.35%
465,945 $49.9 Million
Q4 2021

Feb 03, 2022
BUY
N/A
25,805 Added 5.53%
492,289 $56.2 Million
Q3 2021

Nov 09, 2021
BUY
N/A
151,095 Added 47.91%
466,484 $53.6 Million
Q2 2021

Aug 04, 2021
BUY
N/A
19,901 Added 6.73%
315,389 $36.4 Million
Q1 2021

Apr 28, 2021
BUY
N/A
18,805 Added 6.8%
295,488 $33.6 Million
Q4 2020

Feb 01, 2021
BUY
N/A
14,884 Added 5.69%
276,683 $32.7 Million
Q3 2020

Oct 28, 2020
BUY
N/A
17,488 Added 7.16%
261,799 $30.9 Million
Q2 2020

Aug 05, 2020
BUY
N/A
35,490 Added 17.0%
244,311 $28.9 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-2,265 Reduced 1.07%
208,821 $24.1 Million
Q4 2019

Feb 03, 2020
BUY
N/A
17,843 Added 9.23%
211,086 $23.7 Million
Q3 2019

Oct 31, 2019
SELL
N/A
-234 Reduced 0.12%
193,243 $21.9 Million
Q2 2019

Aug 06, 2019
BUY
N/A
11,496 Added 6.32%
193,477 $21.5 Million
Q1 2019

Apr 23, 2019
BUY
N/A
3,187 Added 1.78%
181,981 $19.8 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-4,690 Reduced 2.56%
178,794 $19 Million
Q3 2018

Nov 09, 2018
BUY
N/A
18,264 Added 11.05%
183,484 $19.4 Million
Q2 2018

Jul 26, 2018
BUY
N/A
6,849 Added 4.32%
165,220 $17.6 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-14,006 Reduced 8.13%
158,371 $17 Million
Q4 2017

Jan 31, 2018
BUY
N/A
6,447 Added 3.89%
172,377 $18.8 Million
Q3 2017

Oct 20, 2017
BUY
N/A
165,930
165,930 $18.2 Million

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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