Oxford Financial Group LTD Ishares Core U.S. Aggregate Bo Transaction History

Oxford Financial Group LTD

  • $1.58 Billion
  • Q3 2024

A detailed history of Oxford Financial Group LTD transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Oxford Financial Group LTD holds 3,149 shares of AGG stock, worth $305,327. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,149
Previous 4,628 31.96%
Holding current value
$305,327
Previous $449,000 29.18%
% of portfolio
0.02%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$96.25 - $101.98 $142,353 - $150,828
-1,479 Reduced 31.96%
3,149 $318,000
Q2 2024

Aug 13, 2024
BUY
$95.11 - $97.92 $140,667 - $144,823
1,479 Added 46.97%
4,628 $449,000
Q1 2024

May 13, 2024
BUY
$96.75 - $99.37 $108,069 - $110,996
1,117 Added 54.97%
3,149 $308,000
Q3 2023

Nov 13, 2023
SELL
$93.85 - $98.43 $53,776 - $56,400
-573 Reduced 22.0%
2,032 $191,000
Q2 2023

Aug 10, 2023
BUY
$97.49 - $100.53 $127,516 - $131,493
1,308 Added 100.85%
2,605 $255,000
Q1 2023

May 12, 2023
BUY
$96.32 - $100.79 $8,572 - $8,970
89 Added 7.37%
1,297 $129,000
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $280 - $299
3 Added 0.25%
1,208 $117,000
Q3 2022

Nov 02, 2022
SELL
$95.54 - $104.23 $1,433 - $1,563
-15 Reduced 1.23%
1,205 $116,000
Q1 2022

May 13, 2022
SELL
$106.1 - $113.3 $262,703 - $280,530
-2,476 Reduced 66.99%
1,220 $131,000
Q3 2021

Nov 12, 2021
BUY
$114.77 - $116.58 $20,199 - $20,518
176 Added 5.0%
3,696 $424,000
Q2 2021

Aug 03, 2021
BUY
$113.78 - $115.33 $356,358 - $361,213
3,132 Added 807.22%
3,520 $406,000
Q1 2021

May 10, 2021
SELL
$113.42 - $118.04 $33,458 - $34,821
-295 Reduced 43.19%
388 $44,000
Q4 2020

Feb 10, 2021
BUY
$117.06 - $118.42 $1,287 - $1,302
11 Added 1.64%
683 $81,000
Q3 2020

Nov 12, 2020
BUY
$117.95 - $119.63 $39,277 - $39,836
333 Added 98.23%
672 $79,000
Q2 2020

Aug 05, 2020
BUY
$114.73 - $118.21 $38,893 - $40,073
339 New
339 $40,000

Others Institutions Holding AGG

# of Institutions
1,969
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
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