Savvy Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Savvy Advisors, Inc. holds 49,980 shares of AGG stock, worth $4.9 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

49,980

Previous 42,488 17.63%

Holding current value

$4.9 Million

Previous $4.12 Million 20.09%

% of portfolio

0.51%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$95.85 - $99.25 $718,108 - $743,581	7,492 Added 17.63%	49,980 $4.94 Million
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $777,468 - $814,395	8,045 Added 23.36%	42,488 $4.12 Million
Q3 2024 Nov 05, 2024	SELL	$96.25 - $101.98 $426,002 - $451,363	-4,426 Reduced 11.39%	34,443 $3.49 Billion
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $2.14 Million - $2.21 Million	22,523 Added 137.79%	38,869 $3.77 Billion
Q1 2024 May 13, 2024	BUY	$96.75 - $99.37 $370,068 - $380,090	3,825 Added 30.55%	16,346 $1.6 Billion
Q4 2023 Feb 08, 2024	BUY	$91.67 - $99.66 $1.15 Million - $1.25 Million	12,521 New	12,521 $1.24 Billion

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History