Mount Yale Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,246 shares of AGG stock, worth $803,655. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,246
Previous 8,124 1.5%
Holding current value
$803,655
Previous $822,000 2.8%
% of portfolio
0.07%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$96.64 - $101.23 $11,790 - $12,350
122 Added 1.5%
8,246 $799,000
Q3 2024

Oct 23, 2024
BUY
$96.25 - $101.98 $325,421 - $344,794
3,381 Added 71.28%
8,124 $822,000
Q2 2024

Aug 13, 2024
SELL
$95.11 - $97.92 $11,032 - $11,358
-116 Reduced 2.39%
4,743 $460,000
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $409,929 - $421,030
-4,237 Reduced 46.58%
4,859 $475,000
Q4 2023

Feb 12, 2024
BUY
$91.67 - $99.66 $10,633 - $11,560
116 Added 1.29%
9,096 $902,000
Q3 2023

Oct 11, 2023
SELL
$93.85 - $98.43 $1,970 - $2,067
-21 Reduced 0.23%
8,980 $844,000
Q1 2023

May 11, 2023
SELL
$96.32 - $100.79 $738,678 - $772,958
-7,669 Reduced 46.0%
9,001 $896,000
Q4 2022

Feb 13, 2023
BUY
$93.63 - $99.69 $709,153 - $755,052
7,574 Added 83.27%
16,670 $1.62 Million
Q3 2022

Nov 07, 2022
BUY
$95.54 - $104.23 $112,259 - $122,470
1,175 Added 14.83%
9,096 $876,000
Q2 2022

Aug 02, 2022
BUY
$99.01 - $106.84 $85,841 - $92,630
867 Added 12.29%
7,921 $805,000
Q1 2022

May 03, 2022
BUY
$106.1 - $113.3 $748,429 - $799,218
7,054 New
7,054 $755,000
Q4 2021

Feb 02, 2022
SELL
$113.45 - $115.33 $484,658 - $492,689
-4,272 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$114.77 - $116.58 $344 - $349
3 Added 0.07%
4,272 $491,000
Q2 2021

Aug 04, 2021
BUY
$113.78 - $115.33 $341 - $345
3 Added 0.07%
4,269 $492,000
Q1 2021

May 04, 2021
SELL
$113.42 - $118.04 $116,822 - $121,581
-1,030 Reduced 19.45%
4,266 $486,000
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $619,949 - $627,152
5,296 New
5,296 $626,000
Q3 2018

Nov 13, 2018
SELL
N/A
-23 Closed
0 $0
Q1 2018

Jun 25, 2018
BUY
N/A
23 New
23 $2,000

Others Institutions Holding AGG

# of Institutions
2,046
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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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