Kelly Financial Services LLC Ishares Core U.S. Aggregate Bo Transaction History

Kelly Financial Services LLC

  • $268 Million
  • Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kelly Financial Services LLC holds 592 shares of AGG stock, worth $60,312. This represents 0.02% of its overall portfolio holdings.

Number of Shares
592
Previous 725 18.34%
Holding current value
$60,312
Previous $71,000 19.72%
% of portfolio
0.02%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $12,649 - $13,023
-133 Reduced 18.34%
592 $57,000
Q1 2024

Jul 17, 2024
BUY
$96.75 - $99.37 $40,054 - $41,139
414 Added 133.12%
725 $71,000
Q4 2023

Jul 17, 2024
SELL
$91.67 - $99.66 $31,442 - $34,183
-343 Reduced 52.45%
311 $30.9 Million
Q3 2023

Jul 17, 2024
BUY
$93.85 - $98.43 $1,877 - $1,968
20 Added 3.15%
654 $61.5 Million
Q2 2023

Jul 17, 2024
SELL
$97.49 - $100.53 $1,949 - $2,010
-20 Reduced 3.06%
634 $62.1 Million
Q1 2023

Jul 17, 2024
BUY
$96.32 - $100.79 $13,870 - $14,513
144 Added 28.24%
654 $65.1 Million
Q4 2022

Jul 17, 2024
BUY
$93.63 - $99.69 $7,958 - $8,473
85 Added 20.0%
510 $49.4 Million
Q3 2022

Jul 17, 2024
SELL
$95.54 - $104.23 $34,489 - $37,627
-361 Reduced 45.93%
425 $41 Million
Q2 2022

Jul 17, 2024
BUY
$99.01 - $106.84 $8,910 - $9,615
90 Added 12.93%
786 $79.9 Million
Q1 2022

Jul 17, 2024
SELL
$106.1 - $113.3 $31,830 - $33,990
-300 Reduced 30.12%
696 $74.5 Million
Q4 2021

Jul 17, 2024
SELL
$113.45 - $115.33 $1,701 - $1,729
-15 Reduced 1.48%
996 $114 Million
Q3 2021

Jul 17, 2024
SELL
$114.77 - $116.58 $13.2 Million - $13.4 Million
-115,150 Reduced 99.13%
1,011 $116 Million
Q2 2021

Jul 17, 2024
BUY
$113.78 - $115.33 $13.1 Million - $13.3 Million
115,527 Added 18221.92%
116,161 $1.01 Million
Q1 2021

Jul 17, 2024
BUY
$113.42 - $118.04 $21,776 - $22,663
192 Added 43.44%
634 $72.2 Million
Q4 2020

Jul 17, 2024
BUY
$117.06 - $118.42 $31,957 - $32,328
273 Added 161.54%
442 $52.2 Million
Q3 2020

Jul 17, 2024
BUY
$117.95 - $119.63 $117 - $119
1 Added 0.6%
169 $19.9 Million
Q2 2020

Jul 17, 2024
BUY
$114.73 - $118.21 $114 - $118
1 Added 0.6%
168 $19.9 Million
Q1 2020

Jul 17, 2024
BUY
$106.57 - $117.86 $17,797 - $19,682
167 New
167 $19.3 Million

Others Institutions Holding AGG

# of Institutions
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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 Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC 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 Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email