A detailed history of Milestone Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Milestone Asset Management, LLC holds 2,954 shares of AGG stock, worth $295,281. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,954
Previous 3,423 13.7%
Holding current value
$295,281
Previous $335 Million 14.47%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Jul 19, 2024

SELL
$95.11 - $97.92 $44,606 - $45,924
-469 Reduced 13.7%
2,954 $287 Million
Q1 2024

Apr 23, 2024

BUY
$96.75 - $99.37 $108,263 - $111,195
1,119 Added 48.57%
3,423 $335 Million
Q4 2023

Jan 23, 2024

BUY
$91.67 - $99.66 $211,207 - $229,616
2,304 New
2,304 $229 Million
Q2 2023

Aug 08, 2023

BUY
$97.49 - $100.53 $183,768 - $189,499
1,885 Added 69.71%
4,589 $450 Million
Q1 2023

May 08, 2023

SELL
$96.32 - $100.79 $2,311 - $2,418
-24 Reduced 0.88%
2,704 $269 Million
Q4 2022

Feb 06, 2023

BUY
$93.63 - $99.69 $255,422 - $271,954
2,728 New
2,728 $272 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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