Soltis Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Soltis Investment Advisors LLC

  • $889 Million
  • Q1 2024

A detailed history of Soltis Investment Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 26,872 shares of AGG stock, worth $2.62 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
26,872
Previous 26,872 -0.0%
Holding current value
$2.62 Million
Previous $2.63 Million -0.0%
% of portfolio
0.3%
Previous 0.28%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$96.75 - $99.37 $223,976 - $230,041
-2,315 Reduced 7.93%
26,872 $2.63 Million
Q4 2023

Jan 26, 2024
BUY
$91.67 - $99.66 $383,180 - $416,578
4,180 Added 16.72%
29,187 $2.9 Million
Q3 2023

Nov 08, 2023
SELL
$93.85 - $98.43 $545,737 - $572,370
-5,815 Reduced 18.87%
25,007 $2.35 Million
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $347,454 - $358,288
3,564 Added 13.08%
30,822 $3.02 Million
Q1 2023

May 03, 2023
SELL
$96.32 - $100.79 $1.32 Million - $1.38 Million
-13,730 Reduced 33.5%
27,258 $2.72 Million
Q4 2022

Feb 09, 2023
BUY
$94.17 - $99.69 $399,939 - $423,383
4,247 Added 11.56%
40,988 $3.98 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-337 Reduced 0.91%
36,741 $3.54 Million
Q2 2022

Aug 11, 2022
BUY
N/A
138 Added 0.37%
37,078 $3.77 Million
Q1 2022

May 06, 2022
SELL
N/A
-3,474 Reduced 8.6%
36,940 $3.96 Million
Q4 2021

Feb 09, 2022
BUY
N/A
58 Added 0.14%
40,414 $4.61 Million
Q3 2021

Nov 09, 2021
BUY
N/A
3,160 Added 8.5%
40,356 $4.63 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-9,971 Reduced 21.14%
37,196 $4.29 Million
Q1 2021

May 11, 2021
SELL
N/A
-9,258 Reduced 16.41%
47,167 $5.37 Million
Q4 2020

Feb 10, 2021
BUY
N/A
5,135 Added 10.01%
56,425 $6.67 Million
Q3 2020

Oct 28, 2020
BUY
N/A
4,527 Added 9.68%
51,290 $6.06 Million
Q2 2020

Aug 12, 2020
BUY
N/A
1,217 Added 2.67%
46,763 $5.53 Million
Q1 2020

May 07, 2020
SELL
N/A
-82,567 Reduced 64.45%
45,546 $5.26 Million
Q4 2019

Feb 12, 2020
BUY
N/A
128,113 New
128,113 $14.4 Million

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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