Rise Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Rise Advisors, LLC

  • $206 Million
  • Q4 2024

A detailed history of Rise Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rise Advisors, LLC holds 3,340 shares of AGG stock, worth $325,516. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,340
Previous 3,588 6.91%
Holding current value
$325,516
Previous $363,000 11.02%
% of portfolio
0.16%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
SELL
$96.64 - $101.23 $23,966 - $25,105
-248 Reduced 6.91%
3,340 $323,000
Q3 2024

Oct 11, 2024
BUY
$96.25 - $101.98 $125,991 - $133,491
1,309 Added 57.44%
3,588 $363,000
Q2 2024

Jul 09, 2024
BUY
$95.11 - $97.92 $19,117 - $19,681
201 Added 9.67%
2,279 $221,000
Q1 2024

Apr 09, 2024
SELL
$96.75 - $99.37 $580 - $596
-6 Reduced 0.29%
2,078 $203,000
Q4 2023

Jan 10, 2024
SELL
$91.67 - $99.66 $37,493 - $40,760
-409 Reduced 16.41%
2,084 $206,000
Q3 2023

Oct 10, 2023
SELL
$93.85 - $98.43 $606,834 - $636,448
-6,466 Reduced 72.17%
2,493 $234,000
Q2 2023

Jul 10, 2023
SELL
$97.49 - $100.53 $21,155 - $21,815
-217 Reduced 2.36%
8,959 $877,000
Q1 2023

Apr 05, 2023
SELL
$96.32 - $100.79 $231,167 - $241,896
-2,400 Reduced 20.73%
9,176 $914,000
Q4 2022

Jan 06, 2023
SELL
$93.63 - $99.69 $18,351 - $19,539
-196 Reduced 1.66%
11,576 $0
Q3 2022

Oct 11, 2022
SELL
$95.54 - $104.23 $6,687 - $7,296
-70 Reduced 0.59%
11,772 $1.13 Million
Q2 2022

Jul 28, 2022
SELL
$99.01 - $106.84 $14,356 - $15,491
-145 Reduced 1.21%
11,842 $1.2 Million
Q1 2022

Apr 22, 2022
SELL
$106.1 - $113.3 $465,885 - $497,500
-4,391 Reduced 26.81%
11,987 $1.28 Million
Q4 2021

Feb 24, 2022
BUY
$113.45 - $115.33 $1.86 Million - $1.89 Million
16,378 New
16,378 $1.87 Billion

Others Institutions Holding AGG

# of Institutions
2,037
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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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