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

Kovitz Investment Group Partners, LLC

  • $10.5 Billion
  • Q2 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 150,124 shares of AGG stock, worth $15.2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
150,124
Previous 58,552 156.39%
Holding current value
$15.2 Million
Previous $5.73 Million 154.13%
% of portfolio
0.14%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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