Spectrum Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Spectrum Investment Advisors, Inc.

$146 Billion
Q3 2024

A detailed history of Spectrum Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 48,637 shares of AGG stock, worth $4.7 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

48,637

Previous 46,767 4.0%

Holding current value

$4.7 Million

Previous $4.54 Billion 8.5%

% of portfolio

3.38%

Previous 3.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$96.25 - $101.98 $179,987 - $190,702	1,870 Added 4.0%	48,637 $4.93 Billion
Q2 2024 Jul 31, 2024	BUY	$95.11 - $97.92 $864,264 - $889,799	9,087 Added 24.12%	46,767 $4.54 Billion
Q1 2024 May 06, 2024	SELL	$96.75 - $99.37 $261,225 - $268,299	-2,700 Reduced 6.69%	37,680 $3.69 Billion
Q4 2023 Feb 07, 2024	BUY	$91.67 - $99.66 $3.7 Million - $4.02 Million	40,380 New	40,380 $4.01 Billion

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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 Spectrum Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Investment Advisors, Inc. with notifications on news.

Account

Spectrum Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History