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

Resurgent Financial Advisors LLC

$161 Million
Q1 2025

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 5,430 shares of AGG stock, worth $537,515. This represents 0.33% of its overall portfolio holdings.

Number of Shares

5,430

Previous 5,416 0.26%

Holding current value

$537,515

Previous $524,000 2.48%

% of portfolio

0.33%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$95.85 - $99.25 $1,341 - $1,389	14 Added 0.26%	5,430 $537,000
Q4 2024 Feb 13, 2025	SELL	$96.64 - $101.23 $530,167 - $555,347	-5,486 Reduced 50.32%	5,416 $524,000
Q3 2024 Nov 14, 2024	SELL	$96.25 - $101.98 $39,847 - $42,219	-414 Reduced 3.66%	10,902 $1.1 Million
Q2 2024 Aug 14, 2024	SELL	$95.11 - $97.92 $18,831 - $19,388	-198 Reduced 1.72%	11,316 $1.1 Million
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	$93.63 - $99.69 $15,074 - $16,050	161 Added 2.8%	5,917 $573,000
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $5,063 - $5,524	-53 Reduced 0.91%	5,756 $555,000
Q2 2022 Aug 15, 2022	BUY	$99.01 - $106.84 $138,812 - $149,789	1,402 Added 31.81%	5,809 $591,000
Q1 2022 May 16, 2022	BUY	$106.1 - $113.3 $30,556 - $32,630	288 Added 6.99%	4,407 $472,000
Q4 2021 May 16, 2022	BUY	$113.45 - $115.33 $467,300 - $475,044	4,119 New	4,119 $470,000

Others Institutions Holding AGG

# of Institutions

2,157

Shares Held

1.25B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Account

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