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 46,767 shares of AGG stock, worth $4.73 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
46,767
Previous 37,680 24.12%
Holding current value
$4.73 Million
Previous $3.69 Billion 23.01%
% of portfolio
3.32%
Previous 2.73%

Shares

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

About ISHARES CORE U.S. AGGREGATE BO


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