Retirement Guys Formula LLC Ishares Core U.S. Aggregate Bo Transaction History

Retirement Guys Formula LLC

$210 Million
Q3 2024

A detailed history of Retirement Guys Formula LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Retirement Guys Formula LLC holds 17,371 shares of AGG stock, worth $1.7 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

17,371

Previous 16,366 6.14%

Holding current value

$1.7 Million

Previous $1.59 Million 10.77%

% of portfolio

0.84%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$96.25 - $101.98 $96,731 - $102,489	1,005 Added 6.14%	17,371 $1.76 Million
Q2 2024 Aug 01, 2024	SELL	$95.11 - $97.92 $45,652 - $47,001	-480 Reduced 2.85%	16,366 $1.59 Million
Q1 2024 Apr 19, 2024	BUY	$96.75 - $99.37 $136,224 - $139,912	1,408 Added 9.12%	16,846 $1.65 Million
Q4 2023 Jan 22, 2024	SELL	$91.67 - $99.66 $190,673 - $207,292	-2,080 Reduced 11.87%	15,438 $1.53 Million
Q3 2023 Oct 13, 2023	SELL	$93.85 - $98.43 $65,695 - $68,901	-700 Reduced 3.84%	17,518 $1.65 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $234,073 - $241,372	2,401 Added 15.18%	18,218 $1.78 Million
Q1 2023 Apr 18, 2023	BUY	$96.32 - $100.79 $82,449 - $86,276	856 Added 5.72%	15,817 $1.58 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $1.4 Million - $1.49 Million	14,961 New	14,961 $1.45 Million

Others Institutions Holding AGG

# of Institutions

1,967

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Retirement Guys Formula LLC Ishares Core U.S. Aggregate Bo Transaction History