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

Prudent Man Advisors, LLC

$271 Million
Q4 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 2,298 shares of AGG stock, worth $226,881. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,298

Previous 3,360 31.61%

Holding current value

$226,881

Previous $340,000 34.71%

% of portfolio

0.08%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$96.64 - $101.23 $102,631 - $107,506	-1,062 Reduced 31.61%	2,298 $222,000
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

2,139

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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