Souders Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History

Souders Financial Advisors

$641 Million
Q1 2025

A detailed history of Souders Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Souders Financial Advisors holds 193,925 shares of AGG stock, worth $18.8 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

193,925

Previous 225,706 14.08%

Holding current value

$18.8 Million

Previous $21.9 Million 12.29%

% of portfolio

2.99%

Previous 3.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$95.85 - $99.25 $3.05 Million - $3.15 Million	-31,781 Reduced 14.08%	193,925 $19.2 Million
Q4 2024 Feb 06, 2025	BUY	$96.64 - $101.23 $320,554 - $335,779	3,317 Added 1.49%	225,706 $21.9 Million
Q3 2024 Nov 05, 2024	SELL	$96.25 - $101.98 $2.82 Million - $2.99 Million	-29,344 Reduced 11.66%	222,389 $22.5 Million
Q2 2024 Aug 28, 2024	BUY	$95.11 - $97.92 $711,042 - $732,049	7,476 Added 3.06%	251,733 $24.4 Million
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $1.92 Million - $1.97 Million	19,829 Added 8.84%	244,257 $23.9 Million
Q4 2023 Jan 24, 2024	BUY	$91.67 - $99.66 $12.1 Million - $13.2 Million	132,241 Added 143.45%	224,428 $22.3 Million
Q3 2023 Nov 06, 2023	BUY	$93.85 - $98.43 $631,516 - $662,335	6,729 Added 7.87%	92,187 $8.67 Million
Q2 2023 Aug 09, 2023	SELL	$97.49 - $100.53 $127,906 - $131,895	-1,312 Reduced 1.51%	85,458 $8.37 Million
Q1 2023 May 09, 2023	BUY	$96.32 - $100.79 $899,147 - $940,874	9,335 Added 12.06%	86,770 $8.65 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $879,841 - $936,786	9,397 Added 13.81%	77,435 $7.51 Million
Q3 2022 Nov 10, 2022	BUY	$95.54 - $104.23 $6.22 Million - $6.79 Million	65,125 Added 2235.67%	68,038 $6.56 Million
Q2 2022 Aug 05, 2022	SELL	$99.01 - $106.84 $11.8 Million - $12.7 Million	-119,109 Reduced 97.61%	2,913 $296,000
Q1 2022 May 04, 2022	BUY	$106.1 - $113.3 $593,205 - $633,460	5,591 Added 4.8%	122,022 $13.1 Million
Q4 2021 Feb 04, 2022	BUY	$113.45 - $115.33 $446,539 - $453,938	3,936 Added 3.5%	116,431 $13.3 Million
Q3 2021 Nov 03, 2021	BUY	$114.77 - $116.58 $224,260 - $227,797	1,954 Added 1.77%	112,495 $12.9 Million
Q2 2021 Aug 09, 2021	BUY	$113.78 - $115.33 $11.8 Million - $11.9 Million	103,517 Added 1473.76%	110,541 $12.7 Million
Q1 2021 May 13, 2021	BUY	$113.42 - $118.04 $796,662 - $829,112	7,024 New	7,024 $800,000

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Souders Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History