Pinnacle Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Pinnacle Financial Group, LLC

$270 Million
Q1 2025

A detailed history of Pinnacle Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 65,720 shares of AGG stock, worth $6.36 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

65,720

Previous 63,314 3.8%

Holding current value

$6.36 Million

Previous $6.14 Million 5.97%

% of portfolio

2.41%

Previous 2.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$95.85 - $99.25 $230,615 - $238,795	2,406 Added 3.8%	65,720 $6.5 Million
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $769,447 - $805,993	7,962 Added 14.38%	63,314 $6.14 Million
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $1.53 Million - $1.62 Million	15,891 Added 40.27%	55,352 $5.61 Million
Q2 2024 Aug 08, 2024	BUY	$95.11 - $97.92 $129,730 - $133,562	1,364 Added 3.58%	39,461 $3.83 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $2.76 Million - $2.83 Million	28,527 Added 298.09%	38,097 $3.73 Million
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $877,281 - $953,746	9,570 New	9,570 $949,000

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Pinnacle Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History