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

Scott Capital Advisors, LLC

$334 Million
Q1 2025

A detailed history of Scott Capital Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Scott Capital Advisors, LLC holds 2,791 shares of AGG stock, worth $276,281. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,791

Previous 2,770 0.76%

Holding current value

$276,281

Previous $268,000 2.61%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$95.85 - $99.25 $2,012 - $2,084	21 Added 0.76%	2,791 $275,000
Q4 2024 Jan 16, 2025	BUY	$96.64 - $101.23 $20,970 - $21,966	217 Added 8.5%	2,770 $268,000
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $4,235 - $4,487	44 Added 1.75%	2,553 $258,000
Q2 2024 Jul 12, 2024	BUY	$95.11 - $97.92 $29,103 - $29,963	306 Added 13.89%	2,509 $243,000
Q1 2024 Apr 17, 2024	SELL	$96.75 - $99.37 $60,565 - $62,205	-626 Reduced 22.13%	2,203 $215,000
Q4 2023 Jan 10, 2024	BUY	$91.67 - $99.66 $20,075 - $21,825	219 Added 8.39%	2,829 $280,000
Q3 2023 Oct 19, 2023	BUY	$93.85 - $98.43 $244,948 - $256,902	2,610 New	2,610 $245,000
Q2 2022 Jul 13, 2022	SELL	$99.01 - $106.84 $1.25 Million - $1.35 Million	-12,608 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$106.1 - $113.3 $1.11 Million - $1.18 Million	10,457 Added 486.15%	12,608 $1.35 Million
Q4 2021 Jan 26, 2022	BUY	$113.45 - $115.33 $244,030 - $248,074	2,151 New	2,151 $245,000

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Scott Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History