Northwest Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

A detailed history of Northwest Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Northwest Financial Advisors holds 5,869 shares of AGG stock, worth $571,640. This represents 0.47% of its overall portfolio holdings.

Number of Shares

5,869

Previous 1,844 218.28%

Holding current value

$571,640

Previous $187 Million 204.52%

% of portfolio

0.47%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $388,976 - $407,450	4,025 Added 218.28%	5,869 $569 Million
Q3 2024 Nov 13, 2024	SELL	$96.25 - $101.98 $171,902 - $182,136	-1,786 Reduced 49.2%	1,844 $187 Million
Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $7,608 - $7,833	80 Added 2.25%	3,630 $352 Million
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $239,166 - $245,642	2,472 Added 229.31%	3,550 $348 Million
Q4 2023 Feb 07, 2024	BUY	$91.67 - $99.66 $98,820 - $107,433	1,078 New	1,078 $107 Million

Others Institutions Holding AGG

# of Institutions

2,003

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Northwest Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History