Kovitz Investment Group Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 111,838 shares of AGG stock, worth $10.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
111,838
Previous 150,124 25.5%
Holding current value
$10.9 Million
Previous $14.6 Million 22.28%
% of portfolio
0.08%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$96.25 - $101.98 $3.69 Million - $3.9 Million
-38,286 Reduced 25.5%
111,838 $11.3 Million
Q2 2024

Aug 14, 2024
BUY
$95.11 - $97.92 $8.71 Million - $8.97 Million
91,572 Added 156.39%
150,124 $14.6 Million
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $5.66 Million - $5.82 Million
58,552 New
58,552 $5.73 Million
Q1 2022

Apr 22, 2022
SELL
$106.1 - $113.3 $347,265 - $370,830
-3,273 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$113.45 - $115.33 $371,321 - $377,475
3,273 New
3,273 $387,000
Q1 2021

May 06, 2021
SELL
$113.42 - $118.04 $371,223 - $386,344
-3,273 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$117.06 - $118.42 $954,390 - $965,478
-8,153 Reduced 71.35%
3,273 $387,000
Q3 2020

Nov 10, 2020
SELL
$117.95 - $119.63 $54,021 - $54,790
-458 Reduced 3.85%
11,426 $1.35 Million
Q2 2020

Aug 12, 2020
BUY
$114.73 - $118.21 $1.36 Million - $1.4 Million
11,884 New
11,884 $1.41 Million

Others Institutions Holding AGG

# of Institutions
2,037
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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 Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email