Lokken Investment Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Lokken Investment Group LLC

$213 Million
Q4 2024

A detailed history of Lokken Investment Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lokken Investment Group LLC holds 7,024 shares of AGG stock, worth $693,479. This represents 0.32% of its overall portfolio holdings.

Number of Shares

7,024

Previous 6,849 2.56%

Holding current value

$693,479

Previous $693,000 1.88%

% of portfolio

0.32%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$96.64 - $101.23 $16,912 - $17,715	175 Added 2.56%	7,024 $680,000
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $27,142 - $28,758	282 Added 4.29%	6,849 $693,000
Q2 2024 Aug 09, 2024	BUY	$95.11 - $97.92 $32,052 - $32,999	337 Added 5.41%	6,567 $637,000
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $63,951 - $65,683	661 Added 11.87%	6,230 $610,000
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $733 - $797	8 Added 0.14%	5,569 $552,000
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $16,986 - $17,815	181 Added 3.36%	5,561 $522,000
Q2 2023 Aug 09, 2023	BUY	$97.49 - $100.53 $81,501 - $84,043	836 Added 18.4%	5,380 $526,000
Q1 2023 May 08, 2023	BUY	$96.32 - $100.79 $437,678 - $457,989	4,544 New	4,544 $452,000

Others Institutions Holding AGG

# of Institutions

2,135

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Lokken Investment Group LLC Ishares Core U.S. Aggregate Bo Transaction History