Sound Financial Strategies Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sound Financial Strategies Group, LLC

  • $109 Million
  • Q4 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 181,495 shares of AGG stock, worth $17.9 Million. This represents 16.06% of its overall portfolio holdings.

Number of Shares
181,495
Previous 193,900 6.4%
Holding current value
$17.9 Million
Previous $19.6 Million 10.44%
% of portfolio
16.06%
Previous 17.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$96.64 - $101.23 $1.2 Million - $1.26 Million
-12,405 Reduced 6.4%
181,495 $17.6 Million
Q3 2024

Nov 12, 2024
SELL
$96.25 - $101.98 $895,798 - $949,127
-9,307 Reduced 4.58%
193,900 $19.6 Million
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $8.37 Million - $8.61 Million
-87,954 Reduced 30.21%
203,207 $19.7 Million
Q1 2024

May 13, 2024
SELL
$96.75 - $99.37 $281,445 - $289,067
-2,909 Reduced 0.99%
291,161 $28.5 Million
Q4 2023

Feb 02, 2024
BUY
$91.67 - $99.66 $27 Million - $29.3 Million
294,070 New
294,070 $29.2 Million
Q2 2023

Aug 07, 2023
SELL
$97.49 - $100.53 $5,654 - $5,830
-58 Reduced 15.98%
305 $29,000
Q1 2023

May 02, 2023
BUY
$96.32 - $100.79 $5,586 - $5,845
58 Added 19.02%
363 $36,000
Q4 2022

Jan 30, 2023
BUY
$93.63 - $99.69 $28,557 - $30,405
305 New
305 $29,000
Q2 2021

Jul 30, 2021
SELL
$113.78 - $115.33 $210,037 - $212,899
-1,846 Closed
0 $0
Q1 2021

May 07, 2021
SELL
$113.42 - $118.04 $31.1 Million - $32.4 Million
-274,457 Reduced 99.33%
1,846 $210,000
Q4 2020

Jan 22, 2021
SELL
$117.06 - $118.42 $30.6 Million - $31 Million
-261,752 Reduced 48.65%
276,303 $32.7 Million
Q3 2020

Oct 19, 2020
BUY
$117.95 - $119.63 $177,278 - $179,803
1,503 Added 0.28%
538,055 $63.5 Million
Q2 2020

Jul 17, 2020
BUY
$114.73 - $118.21 $1.82 Million - $1.88 Million
15,888 Added 3.05%
536,552 $63.4 Million
Q1 2020

May 08, 2020
BUY
$106.57 - $117.86 $38 Million - $42.1 Million
356,834 Added 217.81%
520,664 $60.1 Million
Q4 2019

Feb 14, 2020
BUY
$111.81 - $113.82 $18.3 Million - $18.6 Million
163,830 New
163,830 $18.4 Million

Others Institutions Holding AGG

# of Institutions
2,119
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email