Patten & Patten Inc Ishares Core U.S. Aggregate Bo Transaction History

Patten & Patten Inc

$1.42 Billion
Q1 2025

A detailed history of Patten & Patten Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Patten & Patten Inc holds 6,564 shares of AGG stock, worth $643,928. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,564

Previous 6,555 0.14%

Holding current value

$643,928

Previous $635,000 2.2%

% of portfolio

0.05%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$95.85 - $99.25 $862 - $893	9 Added 0.14%	6,564 $649,000
Q4 2024 Feb 10, 2025	SELL	$96.64 - $101.23 $22,323 - $23,384	-231 Reduced 3.4%	6,555 $635,000
Q3 2024 Nov 04, 2024	SELL	$96.25 - $101.98 $3,465 - $3,671	-36 Reduced 0.53%	6,786 $687,000
Q2 2024 Aug 13, 2024	SELL	$95.11 - $97.92 $33,668 - $34,663	-354 Reduced 4.93%	6,822 $662,000
Q1 2024 May 10, 2024	BUY	$96.75 - $99.37 $694,278 - $713,079	7,176 New	7,176 $702,000

Others Institutions Holding AGG

# of Institutions

2,168

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Patten & Patten Inc Ishares Core U.S. Aggregate Bo Transaction History