A detailed history of Lex Aurum Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 3,692 shares of AGG stock, worth $357,976. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,692
Previous 3,078 19.95%
Holding current value
$357,976
Previous $298,000 25.17%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 16, 2024

BUY
$96.25 - $101.98 $59,097 - $62,615
614 Added 19.95%
3,692 $373,000
Q2 2024

Jul 15, 2024

SELL
$95.11 - $97.92 $75,041 - $77,258
-789 Reduced 20.4%
3,078 $298,000
Q1 2024

Apr 10, 2024

BUY
$96.75 - $99.37 $58,340 - $59,920
603 Added 18.47%
3,867 $378,000
Q4 2023

Jan 10, 2024

SELL
$91.67 - $99.66 $366 - $398
-4 Reduced 0.12%
3,264 $323,000
Q3 2023

Oct 16, 2023

BUY
$93.85 - $98.43 $42,420 - $44,490
452 Added 16.05%
3,268 $307,000
Q2 2023

Jul 25, 2023

BUY
$97.49 - $100.53 $5,361 - $5,529
55 Added 1.99%
2,816 $275,000
Q1 2023

Apr 11, 2023

BUY
$96.32 - $100.79 $265,939 - $278,281
2,761 New
2,761 $275,000
Q3 2022

Oct 17, 2022

BUY
$95.54 - $104.23 $525,278 - $573,056
5,498 New
5,498 $530,000
Q4 2021

Jan 24, 2022

SELL
$113.45 - $115.33 $328,778 - $334,226
-2,898 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$114.77 - $116.58 $10,903 - $11,075
95 Added 3.39%
2,898 $333,000
Q2 2021

Jul 19, 2021

BUY
$113.78 - $115.33 $318,925 - $323,269
2,803 New
2,803 $323,000
Q1 2020

Apr 22, 2020

SELL
$106.57 - $117.86 $211,221 - $233,598
-1,982 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$111.81 - $113.82 $27,505 - $27,999
-246 Reduced 11.04%
1,982 $223,000
Q3 2019

Oct 17, 2019

BUY
$111.75 - $113.28 $43,470 - $44,065
389 Added 21.15%
2,228 $252,000
Q2 2019

Jul 19, 2019

SELL
N/A
-409 Reduced 18.19%
1,839 $205,000
Q1 2019

May 03, 2019

SELL
N/A
-214 Reduced 8.69%
2,248 $245,000
Q4 2018

Feb 07, 2019

BUY
N/A
231 Added 10.35%
2,462 $262,000
Q4 2017

Feb 09, 2018

BUY
N/A
2,231
2,231 $243,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum Advisors, 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 Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.