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 Million. This represents 14.5% of its overall portfolio holdings.

Number of Shares

162,951

Previous 150,439 8.32%

Holding current value

$16 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

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.

Account

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