Kc Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kc Investment Advisors, LLC

$191 Million
Q1 2024

A detailed history of Kc Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 2,883 shares of AGG stock, worth $279,910. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,883

Previous 4,791 39.82%

Holding current value

$279,910

Previous $475,000 40.63%

% of portfolio

0.15%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$96.75 - $99.37 $184,599 - $189,597	-1,908 Reduced 39.82%	2,883 $282,000
Q4 2023 Jan 25, 2024	SELL	$91.67 - $99.66 $299,669 - $325,788	-3,269 Reduced 40.56%	4,791 $475,000
Q3 2023 Nov 06, 2023	BUY	$93.85 - $98.43 $198,492 - $208,179	2,115 Added 35.58%	8,060 $757,000
Q2 2023 Aug 07, 2023	BUY	$97.49 - $100.53 $579,578 - $597,650	5,945 New	5,945 $582,000
Q3 2022 Nov 14, 2022	SELL	N/A	-266 Reduced 3.08%	8,365 $806,000

Q2 2022 Aug 15, 2022	SELL	N/A	-1,343 Reduced 13.47%	8,631 $878,000
Q1 2022 May 13, 2022	SELL	N/A	-1,767 Reduced 15.05%	9,974 $1.07 Million
Q4 2021 Feb 15, 2022	BUY	N/A	2,830 Added 31.76%	11,741 $1.34 Million
Q3 2021 Nov 15, 2021	BUY	N/A	2,429 Added 37.47%	8,911 $1.02 Million
Q2 2021 Aug 12, 2021	BUY	N/A	109 Added 1.71%	6,482 $748,000
Q1 2021 May 14, 2021	SELL	N/A	-4,916 Reduced 43.55%	6,373 $725,000
Q4 2020 Feb 12, 2021	BUY	N/A	3,512 Added 45.16%	11,289 $1.33 Million
Q2 2020 Aug 18, 2020	BUY	N/A	7,777 New	7,777 $919,000

Others Institutions Holding AGG

# of Institutions

1,870

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Kc Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History