Sage View Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,774,397 shares of AGG stock, worth $271 Million. This represents 14.26% of its overall portfolio holdings.

Number of Shares

2,774,397

Previous 2,949,690 5.94%

Holding current value

$271 Million

Previous $286 Billion 1.87%

% of portfolio

14.26%

Previous 13.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$96.25 - $101.98 $16.9 Million - $17.9 Million	-175,293 Reduced 5.94%	2,774,397 $281 Billion
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $280 Million - $288 Million	2,944,298 Added 54604.93%	2,949,690 $286 Billion
Q1 2024 May 08, 2024	SELL	$96.75 - $99.37 $286 Million - $294 Million	-2,955,623 Reduced 99.82%	5,392 $501 Million
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $56.6 Million - $61.5 Million	617,317 Added 26.34%	2,961,015 $292 Billion
Q3 2023 Nov 02, 2023	BUY	$93.85 - $98.43 $19.7 Million - $20.7 Million	209,931 Added 9.84%	2,343,698 $220 Billion
Q2 2023 Aug 11, 2023	BUY	$97.49 - $100.53 $31.6 Million - $32.6 Million	323,893 Added 17.9%	2,133,767 $209 Billion
Q1 2023 May 01, 2023	BUY	$96.32 - $100.79 $45.8 Million - $48 Million	475,945 Added 35.68%	1,809,874 $180 Billion
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $125 Million - $133 Million	1,333,929 New	1,333,929 $129 Billion

Others Institutions Holding AGG

# of Institutions

1,968

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
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History