Sc&H Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Sc&H Financial Advisors, Inc.

$461 Million
Q4 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 17,907 shares of AGG stock, worth $1.75 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

17,907

Previous 19,129 6.39%

Holding current value

$1.75 Million

Previous $1.94 Million 10.43%

% of portfolio

0.38%

Previous 0.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $118,094 - $123,703	-1,222 Reduced 6.39%	17,907 $1.74 Million
Q3 2024 Oct 24, 2024	BUY	$96.25 - $101.98 $8,373 - $8,872	87 Added 0.46%	19,129 $1.94 Million
Q2 2024 Aug 01, 2024	BUY	$95.11 - $97.92 $282,952 - $291,312	2,975 Added 18.52%	19,042 $1.85 Million
Q1 2024 May 02, 2024	SELL	$96.75 - $99.37 $119,873 - $123,119	-1,239 Reduced 7.16%	16,067 $1.57 Million
Q4 2023 Feb 01, 2024	BUY	$91.67 - $99.66 $102,028 - $110,921	1,113 Added 6.87%	17,306 $1.72 Million
Q3 2023 Oct 30, 2023	BUY	$93.85 - $98.43 $87,843 - $92,130	936 Added 6.13%	16,193 $1.52 Million
Q2 2023 Aug 07, 2023	BUY	$97.49 - $100.53 $77,894 - $80,323	799 Added 5.53%	15,257 $1.49 Million
Q1 2023 May 12, 2023	BUY	$96.32 - $100.79 $186,668 - $195,331	1,938 Added 15.48%	14,458 $1.44 Million
Q4 2022 Feb 10, 2023	SELL	$93.63 - $99.69 $55,054 - $58,617	-588 Reduced 4.49%	12,520 $1.21 Million
Q3 2022 Nov 09, 2022	SELL	$95.54 - $104.23 $293,307 - $319,986	-3,070 Reduced 18.98%	13,108 $1.26 Million
Q2 2022 Aug 10, 2022	BUY	$99.01 - $106.84 $437,624 - $472,232	4,420 Added 37.59%	16,178 $1.65 Million
Q1 2022 May 10, 2022	BUY	$106.1 - $113.3 $537,608 - $574,091	5,067 Added 75.73%	11,758 $1.26 Million
Q4 2021 Feb 10, 2022	BUY	$113.45 - $115.33 $759,093 - $771,673	6,691 New	6,691 $763,000

Others Institutions Holding AGG

# of Institutions

1,998

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Sc&H Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History