A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 551 shares of AGG stock, worth $55,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares
551
Previous 678 18.73%
Holding current value
$55,959
Previous $66,000 19.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2024

SELL
$95.11 - $97.92 $12,078 - $12,435
-127 Reduced 18.73%
551 $53,000
Q1 2024

Apr 16, 2024

SELL
$96.75 - $99.37 $70,337 - $72,241
-727 Reduced 51.74%
678 $66,000
Q4 2023

Jan 18, 2024

SELL
$91.67 - $99.66 $79,844 - $86,803
-871 Reduced 38.27%
1,405 $139,000
Q3 2023

Oct 20, 2023

SELL
$93.85 - $98.43 $13,983 - $14,666
-149 Reduced 6.14%
2,276 $214,000
Q1 2023

May 05, 2023

SELL
$96.32 - $100.79 $10,306 - $10,784
-107 Reduced 4.23%
2,425 $241,000
Q4 2022

Jan 23, 2023

SELL
$93.63 - $99.69 $22,096 - $23,526
-236 Reduced 8.53%
2,532 $0
Q3 2022

Oct 26, 2022

SELL
$95.54 - $104.23 $30,095 - $32,832
-315 Reduced 10.22%
2,768 $267,000
Q2 2022

Aug 01, 2022

SELL
$99.01 - $106.84 $1,584 - $1,709
-16 Reduced 0.52%
3,083 $313,000
Q1 2022

Apr 29, 2022

BUY
$106.1 - $113.3 $1,697 - $1,812
16 Added 0.52%
3,099 $332,000
Q4 2021

Feb 03, 2022

SELL
$113.45 - $115.33 $8,622 - $8,765
-76 Reduced 2.41%
3,083 $352,000
Q2 2021

Aug 03, 2021

SELL
$113.78 - $115.33 $8,647 - $8,765
-76 Reduced 2.35%
3,159 $364,000
Q1 2020

May 13, 2020

SELL
$106.57 - $117.86 $30,479 - $33,707
-286 Reduced 8.12%
3,235 $373,000
Q4 2019

Jan 16, 2020

BUY
$111.81 - $113.82 $2,795 - $2,845
25 Added 0.72%
3,521 $396,000
Q3 2019

Nov 01, 2019

BUY
$111.75 - $113.28 $3,017 - $3,058
27 Added 0.78%
3,496 $396,000
Q2 2019

Aug 05, 2019

BUY
N/A
25 Added 0.73%
3,469 $386,000
Q1 2019

May 03, 2019

BUY
N/A
9 Added 0.26%
3,444 $376,000
Q4 2018

Feb 11, 2019

BUY
N/A
23 Added 0.67%
3,435 $366,000
Q3 2018

Nov 09, 2018

BUY
N/A
25 Added 0.74%
3,412 $360,000
Q2 2018

Aug 08, 2018

BUY
N/A
30 Added 0.89%
3,387 $360,000
Q1 2018

Apr 30, 2018

BUY
N/A
104 Added 3.2%
3,357 $360,000
Q4 2017

Jan 23, 2018

SELL
N/A
-158 Reduced 4.63%
3,253 $356,000
Q3 2017

Nov 03, 2017

BUY
N/A
21 Added 0.62%
3,411 $374,000
Q2 2017

Aug 08, 2017

BUY
N/A
3,390
3,390 $371,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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