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 222,389 shares of AGG stock, worth $21.7 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
222,389
Previous 251,733 11.66%
Holding current value
$21.7 Million
Previous $24.4 Million 7.83%
% of portfolio
3.3%
Previous 3.83%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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