Paladin Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Paladin Advisory Group, LLC

$126 Million
Q1 2024

A detailed history of Paladin Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 547 shares of AGG stock, worth $52,823. This represents 0.04% of its overall portfolio holdings.

Number of Shares

547

Previous 502 8.96%

Holding current value

$52,823

Previous $49,000 8.16%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $4,353 - $4,471	45 Added 8.96%	547 $53,000
Q4 2023 Jan 31, 2024	SELL	$91.67 - $99.66 $257,776 - $280,243	-2,812 Reduced 84.85%	502 $49,000
Q3 2023 Oct 17, 2023	SELL	$93.85 - $98.43 $166,020 - $174,122	-1,769 Reduced 34.8%	3,314 $311,000
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $105,289 - $108,572	1,080 Added 26.98%	5,083 $497,000
Q1 2023 Apr 21, 2023	BUY	$96.32 - $100.79 $385,568 - $403,462	4,003 New	4,003 $398,000

Q1 2022 Apr 15, 2022	BUY	N/A	690 New	690 $73,000

Others Institutions Holding AGG

# of Institutions

1,869

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Paladin Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History