A detailed history of Regal Investment Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regal Investment Advisors LLC holds 44,898 shares of AGG stock, worth $4.39 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
44,898
Previous 56,021 19.86%
Holding current value
$4.39 Million
Previous $5.49 Million 20.56%
% of portfolio
0.29%
Previous 0.38%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$95.11 - $97.92 $1.06 Million - $1.09 Million
-11,123 Reduced 19.86%
44,898 $4.36 Million
Q1 2024

May 15, 2024

SELL
$96.75 - $99.37 $501,842 - $515,432
-5,187 Reduced 8.47%
56,021 $5.49 Million
Q4 2023

Feb 14, 2024

BUY
$91.67 - $99.66 $458,074 - $498,001
4,997 Added 8.89%
61,208 $6.07 Million
Q3 2023

Nov 13, 2023

BUY
$93.85 - $98.43 $291,310 - $305,526
3,104 Added 5.84%
56,211 $5.29 Million
Q2 2023

Aug 11, 2023

BUY
$97.49 - $100.53 $343,262 - $353,966
3,521 Added 7.1%
53,107 $5.2 Million
Q1 2023

May 11, 2023

BUY
$96.32 - $100.79 $1.2 Million - $1.26 Million
12,503 Added 33.72%
49,586 $4.94 Million
Q4 2022

Mar 01, 2023

BUY
$93.63 - $99.69 $801,285 - $853,147
8,558 Added 30.0%
37,083 $3.6 Million
Q3 2022

Nov 15, 2022

BUY
$95.54 - $104.23 $197,385 - $215,339
2,066 Added 7.81%
28,525 $2.75 Million
Q2 2022

Aug 09, 2022

SELL
$99.01 - $106.84 $277,921 - $299,899
-2,807 Reduced 9.59%
26,459 $2.69 Million
Q1 2022

May 09, 2022

SELL
$106.1 - $113.3 $642,859 - $686,484
-6,059 Reduced 17.15%
29,266 $3.13 Million
Q4 2021

Feb 10, 2022

BUY
$113.45 - $115.33 $224,404 - $228,122
1,978 Added 5.93%
35,325 $4.03 Million
Q3 2021

Nov 05, 2021

BUY
$114.77 - $116.58 $72,993 - $74,144
636 Added 1.94%
33,347 $3.83 Million
Q2 2021

Aug 09, 2021

BUY
$113.78 - $115.33 $3.72 Million - $3.77 Million
32,711 New
32,711 $3.77 Million
Q1 2021

May 12, 2021

SELL
$113.42 - $118.04 $3.09 Million - $3.22 Million
-27,270 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$117.06 - $118.42 $3.19 Million - $3.23 Million
27,270 New
27,270 $3.22 Million
Q3 2020

Nov 13, 2020

SELL
$117.95 - $119.63 $4.01 Million - $4.07 Million
-34,036 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$114.73 - $118.21 $3.9 Million - $4.02 Million
34,036 New
34,036 $4.02 Million
Q1 2020

May 12, 2020

SELL
$106.57 - $117.86 $3.12 Million - $3.45 Million
-29,232 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$111.81 - $113.82 $211,656 - $215,461
1,893 Added 6.92%
29,232 $3.29 Million
Q3 2019

Nov 15, 2019

BUY
$111.75 - $113.28 $373,580 - $378,695
3,343 Added 13.93%
27,339 $3.09 Million
Q2 2019

Jul 26, 2019

BUY
N/A
545 Added 2.32%
23,996 $2.67 Million
Q1 2019

May 09, 2019

SELL
N/A
-3,304 Reduced 12.35%
23,451 $2.56 Million
Q4 2018

Feb 04, 2019

BUY
N/A
5,874 Added 28.13%
26,755 $2.85 Million
Q3 2018

Nov 05, 2018

BUY
N/A
10,269 Added 96.77%
20,881 $2.2 Million
Q2 2018

Aug 10, 2018

SELL
N/A
-3,015 Reduced 22.13%
10,612 $1.13 Million
Q1 2018

Apr 25, 2018

SELL
N/A
-12,614 Reduced 48.07%
13,627 $1.46 Million
Q4 2017

Feb 06, 2018

BUY
N/A
12,563 Added 91.85%
26,241 $2.87 Million
Q3 2017

Nov 08, 2017

BUY
N/A
13,678
13,678 $1.5 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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