Montag A & Associates Inc Ishares Core U.S. Aggregate Bo Transaction History

Montag A & Associates Inc

  • $1.97 Billion
  • Q2 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Montag A & Associates Inc holds 6,279 shares of AGG stock, worth $637,695. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,279
Previous 2,600 141.5%
Holding current value
$637,695
Previous $254,000 139.76%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Jul 31, 2024
BUY
$95.11 - $97.92 $349,909 - $360,247
3,679 Added 141.5%
6,279 $609,000
Q3 2023

Nov 09, 2023
SELL
$93.85 - $98.43 $4,692 - $4,921
-50 Reduced 1.89%
2,600 $244,000
Q2 2023

Aug 09, 2023
BUY
$97.49 - $100.53 $253,474 - $261,378
2,600 Added 5200.0%
2,650 $259,000
Q1 2021

May 14, 2021
SELL
$113.42 - $118.04 $192,814 - $200,668
-1,700 Reduced 97.14%
50 $6,000
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $204,855 - $207,235
1,750 New
1,750 $207,000

Others Institutions Holding AGG

# of Institutions
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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