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

Sage View Advisory Group, LLC

$1.98 Trillion
Q1 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 5,392 shares of AGG stock, worth $520,435. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,392

Previous 2,961,015 99.82%

Holding current value

$520,435

Previous $292 Billion 99.83%

% of portfolio

0.03%

Previous 12.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$94.17 - $99.69 $126 Million - $133 Million	1,333,929 New	1,333,929 $129 Billion

Others Institutions Holding AGG

# of Institutions

1,869

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

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About ISHARES CORE U.S. AGGREGATE BO

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