Joel Adams & Associates, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Joel Adams & Associates, Inc.

$111 Billion
Q1 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 162,951 shares of AGG stock, worth $16.1 Million. This represents 14.5% of its overall portfolio holdings.

Number of Shares

162,951

Previous 150,439 8.32%

Holding current value

$16.1 Million

Previous $14.6 Billion 10.57%

% of portfolio

14.5%

Previous 13.24%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$95.85 - $99.25 $1.2 Million - $1.24 Million	12,512 Added 8.32%	162,951 $16.1 Billion
Q4 2024 Jan 31, 2025	BUY	$96.64 - $101.23 $14.5 Million - $15.2 Million	150,439 New	150,439 $14.6 Billion

Others Institutions Holding AGG

# of Institutions

2,132

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Joel Adams & Associates, Inc. Ishares Core U.S. Aggregate Bo Transaction History