A detailed history of Retirement Capital Strategies transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Retirement Capital Strategies holds 170,388 shares of AGG stock, worth $16.7 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares
170,388
Holding current value
$16.7 Million
% of portfolio
6.77%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$96.25 - $101.98 $16.4 Million - $17.4 Million
170,388 New
170,388 $17.3 Million
Q2 2022

Jul 29, 2022

BUY
$99.01 - $106.84 $8.71 Million - $9.4 Million
87,971 New
87,971 $8.95 Million
Q1 2022

Apr 21, 2022

SELL
$106.1 - $113.3 $12.1 Million - $12.9 Million
-113,597 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$113.45 - $115.33 $12.9 Million - $13.1 Million
113,597 New
113,597 $13 Million
Q4 2018

Jan 17, 2019

SELL
N/A
-13,728 Closed
0 $0
Q3 2018

Oct 12, 2018

BUY
N/A
5,519 Added 67.23%
13,728 $1.45 Million
Q2 2018

Aug 09, 2018

BUY
N/A
6,094 Added 288.13%
8,209 $873,000
Q1 2018

May 02, 2018

BUY
N/A
2,115 New
2,115 $227,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.