Moneco Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

A detailed history of Moneco Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Moneco Advisors, LLC holds 2,284 shares of AGG stock, worth $223,398. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,284

Previous 5,910 61.35%

Holding current value

$223,398

Previous $573,000 59.69%

% of portfolio

0.03%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$96.25 - $101.98 $349,002 - $369,779	-3,626 Reduced 61.35%	2,284 $231,000
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $225,125 - $231,776	-2,367 Reduced 28.6%	5,910 $573,000
Q1 2024 Apr 25, 2024	BUY	$96.75 - $99.37 $420,282 - $431,663	4,344 Added 110.45%	8,277 $810,000
Q4 2023 Mar 13, 2024	BUY	$91.67 - $99.66 $40,518 - $44,049	442 Added 12.66%	3,933 $390,000
Q4 2023 Feb 05, 2024	BUY	$91.67 - $99.66 $81,127 - $88,199	885 Added 24.96%	4,430 $439,000
Q3 2023 Mar 13, 2024	SELL	$93.85 - $98.43 $88,125 - $92,425	-939 Reduced 21.2%	3,491 $328,000
Q3 2023 Nov 03, 2023	BUY	$93.85 - $98.43 $332,698 - $348,934	3,545 New	3,545 $333,000
Q2 2021 Aug 10, 2021	SELL	$113.78 - $115.33 $256,460 - $259,953	-2,254 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$113.42 - $118.04 $255,648 - $266,062	2,254 New	2,254 $257,000

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Moneco Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History