Peak Financial Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Peak Financial Management, Inc.

  • $338 Million
  • Q2 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Peak Financial Management, Inc. holds 112,719 shares of AGG stock, worth $11.2 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
112,719
Previous 110,829 1.71%
Holding current value
$11.2 Million
Previous $11 Million 1.99%
% of portfolio
3.31%
Previous 3.32%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$96.84 - $99.46 $183,027 - $187,979
1,890 Added 1.71%
112,719 $11.2 Million
Q1 2025

May 12, 2025
BUY
$95.85 - $99.25 $158,631 - $164,258
1,655 Added 1.52%
110,829 $11 Million
Q4 2024

Jan 21, 2025
BUY
$96.64 - $101.23 $275,327 - $288,404
2,849 Added 2.68%
109,174 $10.6 Million
Q3 2024

Oct 15, 2024
BUY
$96.25 - $101.98 $298,086 - $315,832
3,097 Added 3.0%
106,325 $10.8 Million
Q2 2024

Jul 22, 2024
SELL
$95.11 - $97.92 $488,770 - $503,210
-5,139 Reduced 4.74%
103,228 $10 Million
Q1 2024

Apr 22, 2024
SELL
$96.75 - $99.37 $18,092 - $18,582
-187 Reduced 0.17%
108,367 $10.6 Million
Q4 2023

Jan 18, 2024
SELL
$91.67 - $99.66 $886,448 - $963,712
-9,670 Reduced 8.18%
108,554 $10.8 Million
Q3 2023

Oct 24, 2023
BUY
$93.85 - $98.43 $21,491 - $22,540
229 Added 0.19%
118,224 $11.1 Million
Q2 2023

Jul 26, 2023
SELL
$97.49 - $100.53 $95,832 - $98,820
-983 Reduced 0.83%
117,995 $11.6 Million
Q1 2023

Apr 24, 2023
BUY
$96.32 - $100.79 $309,379 - $323,737
3,212 Added 2.77%
118,978 $11.9 Million
Q4 2022

Jan 27, 2023
BUY
$93.63 - $99.69 $373,021 - $397,164
3,984 Added 3.56%
115,766 $11.2 Million
Q3 2022

Oct 28, 2022
SELL
$95.54 - $104.23 $300,759 - $328,116
-3,148 Reduced 2.74%
111,782 $10.8 Million
Q2 2022

Jul 29, 2022
BUY
$99.01 - $106.84 $549,406 - $592,855
5,549 Added 5.07%
114,930 $11.7 Million
Q1 2022

Apr 20, 2022
BUY
$106.1 - $113.3 $137,611 - $146,950
1,297 Added 1.2%
109,381 $11.7 Million
Q4 2021

Jan 27, 2022
BUY
$113.45 - $115.33 $686,485 - $697,861
6,051 Added 5.93%
108,084 $12.3 Million
Q3 2021

Oct 19, 2021
BUY
$114.77 - $116.58 $224,031 - $227,564
1,952 Added 1.95%
102,033 $11.7 Million
Q2 2021

Aug 04, 2021
BUY
$113.78 - $115.33 $799,532 - $810,423
7,027 Added 7.55%
100,081 $11.5 Million
Q1 2021

Apr 29, 2021
BUY
$113.42 - $118.04 $662,259 - $689,235
5,839 Added 6.69%
93,054 $10.6 Million
Q4 2020

Jan 26, 2021
BUY
$117.06 - $118.42 $454,778 - $460,061
3,885 Added 4.66%
87,215 $10.3 Million
Q3 2020

Oct 19, 2020
BUY
$117.95 - $119.63 $853,958 - $866,121
7,240 Added 9.52%
83,330 $9.84 Million
Q2 2020

Aug 06, 2020
SELL
$114.73 - $118.21 $282,579 - $291,151
-2,463 Reduced 3.14%
76,090 $9 Million
Q1 2020

Apr 29, 2020
SELL
$106.57 - $117.86 $708,157 - $783,179
-6,645 Reduced 7.8%
78,553 $9.06 Million
Q4 2019

Jan 31, 2020
SELL
$111.81 - $113.82 $7,379 - $7,512
-66 Reduced 0.08%
85,198 $9.57 Million
Q3 2019

Oct 29, 2019
BUY
$111.75 - $113.28 $302,954 - $307,102
2,711 Added 3.28%
85,264 $9.65 Million
Q2 2019

Aug 01, 2019
BUY
N/A
1,942 Added 2.41%
82,553 $9.19 Million
Q1 2019

May 01, 2019
SELL
N/A
-7,423 Reduced 8.43%
80,611 $8.79 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-8,072 Reduced 8.4%
88,034 $9.38 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-2,181 Reduced 2.22%
96,106 $10.1 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-5,090 Reduced 4.92%
98,287 $10.5 Million
Q1 2018

May 08, 2018
SELL
N/A
-23,692 Reduced 18.64%
103,377 $11.1 Million
Q4 2017

Feb 08, 2018
SELL
N/A
-8,397 Reduced 6.2%
127,069 $13.9 Million
Q3 2017

Oct 30, 2017
SELL
N/A
-4,928 Reduced 3.51%
135,466 $14.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
140,394
140,394 $15.4 Million

Others Institutions Holding AGG

# of Institutions
2,156
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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