Montecito Bank & Trust Ishares Core U.S. Aggregate Bo Transaction History

Montecito Bank & Trust

  • $558 Million
  • Q1 2025

A detailed history of Montecito Bank & Trust transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Montecito Bank & Trust holds 138,247 shares of AGG stock, worth $13.7 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
138,247
Previous 146,435 5.59%
Holding current value
$13.7 Million
Previous $14.2 Million 3.81%
% of portfolio
2.45%
Previous 2.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$95.85 - $99.25 $784,819 - $812,659
-8,188 Reduced 5.59%
138,247 $13.6 Million
Q4 2024

Jan 17, 2025
SELL
$96.64 - $101.23 $1,739 - $1,822
-18 Reduced 0.01%
146,435 $14.2 Million
Q3 2024

Oct 31, 2024
BUY
$96.25 - $101.98 $14.1 Million - $14.9 Million
146,453 New
146,453 $14.8 Million

Others Institutions Holding AGG

# of Institutions
2,142
Shares Held
1.22B
Call Options Held
124K
Put Options Held
27.7K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
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