Sharkey, Howes & Javer Ishares Core U.S. Aggregate Bo Transaction History

Sharkey, Howes & Javer

$678 Million
Q2 2025

A detailed history of Sharkey, Howes & Javer transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sharkey, Howes & Javer holds 10,654 shares of AGG stock, worth $1.05 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,654

Previous 39,887 73.29%

Holding current value

$1.05 Million

Previous $3.95 Million 73.23%

% of portfolio

0.16%

Previous 0.6%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$96.84 - $99.46 $2.83 Million - $2.91 Million	-29,233 Reduced 73.29%	10,654 $1.06 Million
Q1 2025 Apr 30, 2025	SELL	$95.85 - $99.25 $6.64 Million - $6.87 Million	-69,266 Reduced 63.46%	39,887 $3.95 Million
Q4 2024 Feb 05, 2025	BUY	$96.64 - $101.23 $10.3 Million - $10.8 Million	106,957 Added 4870.54%	109,153 $10.6 Million
Q3 2024 Oct 21, 2024	SELL	$96.25 - $101.98 $89,127 - $94,433	-926 Reduced 29.66%	2,196 $222,000
Q2 2024 Jul 17, 2024	SELL	$95.11 - $97.92 $26,440 - $27,221	-278 Reduced 8.18%	3,122 $303,000
Q1 2024 Apr 18, 2024	BUY	$96.75 - $99.37 $33,572 - $34,481	347 Added 11.37%	3,400 $332,000
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $279,868 - $304,261	3,053 New	3,053 $303,000
Q3 2022 Nov 02, 2022	SELL	$95.54 - $104.23 $389,325 - $424,737	-4,075 Reduced 65.24%	2,171 $209,000
Q2 2022 Jul 27, 2022	SELL	$99.01 - $106.84 $242,574 - $261,758	-2,450 Reduced 28.17%	6,246 $635,000
Q1 2022 Apr 25, 2022	SELL	$106.1 - $113.3 $862,062 - $920,562	-8,125 Reduced 48.3%	8,696 $931,000
Q4 2021 Feb 03, 2022	SELL	$113.45 - $115.33 $4.66 Million - $4.73 Million	-41,056 Reduced 70.94%	16,821 $1.92 Million
Q3 2021 Oct 29, 2021	SELL	$114.77 - $116.58 $149,430 - $151,787	-1,302 Reduced 2.2%	57,877 $6.65 Million
Q2 2021 Jul 28, 2021	SELL	$113.78 - $115.33 $1.87 Million - $1.9 Million	-16,450 Reduced 21.75%	59,179 $6.83 Million
Q1 2021 Apr 21, 2021	SELL	$113.42 - $118.04 $614,622 - $639,658	-5,419 Reduced 6.69%	75,629 $8.61 Million
Q4 2020 Feb 04, 2021	BUY	$117.06 - $118.42 $81,942 - $82,894	700 Added 0.87%	81,048 $9.58 Million
Q3 2020 Oct 21, 2020	BUY	$117.95 - $119.63 $420,019 - $426,002	3,561 Added 4.64%	80,348 $9.49 Million
Q2 2020 Jul 22, 2020	BUY	$114.73 - $118.21 $696,181 - $717,298	6,068 Added 8.58%	76,787 $9.08 Million
Q1 2020 Apr 24, 2020	BUY	$106.57 - $117.86 $270,048 - $298,657	2,534 Added 3.72%	70,719 $8.16 Million
Q4 2019 Jan 28, 2020	SELL	$111.81 - $113.82 $335,094 - $341,118	-2,997 Reduced 4.21%	68,185 $7.66 Million
Q3 2019 Nov 01, 2019	BUY	$111.75 - $113.28 $7.95 Million - $8.06 Million	71,182 New	71,182 $8.06 Million

Others Institutions Holding AGG

# of Institutions

2,173

Shares Held

1.28B

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

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.

Account

Sharkey, Howes & Javer Ishares Core U.S. Aggregate Bo Transaction History