Resurgent Financial Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Resurgent Financial Advisors LLC

  • $194 Million
  • Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 11,514 shares of AGG stock, worth $1.12 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
11,514
Previous 13,615 15.43%
Holding current value
$1.12 Million
Previous $1.35 Million 16.58%
% of portfolio
0.58%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$96.75 - $99.37 $203,271 - $208,776
-2,101 Reduced 15.43%
11,514 $1.13 Million
Q4 2023

Feb 09, 2024
BUY
$91.67 - $99.66 $852,439 - $926,738
9,299 Added 215.45%
13,615 $1.35 Million
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $13,795 - $14,469
147 Added 3.53%
4,316 $405,000
Q2 2023

Aug 14, 2023
BUY
$97.49 - $100.53 $43,090 - $44,434
442 Added 11.86%
4,169 $408,000
Q1 2023

May 15, 2023
SELL
$96.32 - $100.79 $210,940 - $220,730
-2,190 Reduced 37.01%
3,727 $371,000
Q4 2022

Feb 14, 2023
BUY
$94.17 - $99.69 $15,161 - $16,050
161 Added 2.8%
5,917 $573,000
Q3 2022

Nov 14, 2022
SELL
N/A
-53 Reduced 0.91%
5,756 $555,000
Q2 2022

Aug 15, 2022
BUY
N/A
1,402 Added 31.81%
5,809 $591,000
Q1 2022

May 16, 2022
BUY
N/A
288 Added 6.99%
4,407 $472,000
Q4 2021

May 16, 2022
BUY
N/A
4,119 New
4,119 $470,000

Others Institutions Holding AGG

# of Institutions
1,872
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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