Optivise Advisory Services LLC Ishares Core U.S. Aggregate Bo Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Optivise Advisory Services LLC holds 27,543 shares of AGG stock, worth $2.7 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
27,543
Previous 76,326 63.91%
Holding current value
$2.7 Million
Previous $7.73 Billion 65.47%
% of portfolio
1.44%
Previous 4.07%

Shares

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

Feb 13, 2025
SELL
$96.64 - $101.23 $4.71 Million - $4.94 Million
-48,783 Reduced 63.91%
27,543 $2.67 Billion
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $7.35 Million - $7.78 Million
76,326 New
76,326 $7.73 Billion
Q2 2024

Nov 14, 2024
SELL
$95.11 - $97.92 $2.05 Million - $2.11 Million
-21,532 Reduced 28.21%
54,794 $5.32 Billion

Others Institutions Holding AGG

# of Institutions
2,110
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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