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

Paladin Advisory Group, LLC

$130 Million
Q4 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 627 shares of AGG stock, worth $61,069. This represents 0.05% of its overall portfolio holdings.

Number of Shares

627

Previous 684 8.33%

Holding current value

$61,069

Previous $69,000 13.04%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$96.64 - $101.23 $5,508 - $5,770	-57 Reduced 8.33%	627 $60,000
Q3 2024 Nov 05, 2024	BUY	$96.25 - $101.98 $1,443 - $1,529	15 Added 2.24%	684 $69,000
Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $11,603 - $11,946	122 Added 22.3%	669 $64,000
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	$106.1 - $113.3 $73,209 - $78,177	690 New	690 $73,000

Others Institutions Holding AGG

# of Institutions

2,009

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

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