Prudent Man Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Prudent Man Advisors, LLC

$295 Million
Q3 2024

A detailed history of Prudent Man Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 3,360 shares of AGG stock, worth $328,641. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,360

Previous 3,360 -0.0%

Holding current value

$328,641

Previous $326,000 4.29%

% of portfolio

0.12%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$96.75 - $99.37 $44,795 - $46,008	-463 Reduced 12.11%	3,360 $329,000
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $6,416 - $6,976	-70 Reduced 1.8%	3,823 $379,000
Q1 2023 May 05, 2023	SELL	$96.32 - $100.79 $592,560 - $620,060	-6,152 Reduced 61.24%	3,893 $388,000
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $558,128 - $594,252	5,961 Added 145.96%	10,045 $974,000
Q2 2021 Aug 03, 2021	BUY	$113.78 - $115.33 $464,677 - $471,007	4,084 New	4,084 $471,000

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Prudent Man Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History