A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 63,572 shares of AGG stock, worth $6.29 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
63,572
Previous 42,662 49.01%
Holding current value
$6.29 Million
Previous $4.22 Billion 49.43%
% of portfolio
0.89%
Previous 0.79%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$96.84 - $99.46 $2.02 Million - $2.08 Million
20,910 Added 49.01%
63,572 $6.31 Billion
Q1 2025

Apr 28, 2025

SELL
$95.85 - $99.25 $2.43 Million - $2.52 Million
-25,364 Reduced 37.29%
42,662 $4.22 Billion
Q4 2024

Jan 30, 2025

SELL
$96.64 - $101.23 $156 Million - $164 Million
-1,618,759 Reduced 95.97%
68,026 $6.59 Billion
Q4 2024

Jan 27, 2025

BUY
$96.64 - $101.23 $161 Million - $169 Million
1,670,518 Added 10269.37%
1,686,785 $6.59 Billion
Q3 2024

Nov 12, 2024

SELL
$96.25 - $101.98 $179 Million - $190 Million
-1,863,969 Reduced 99.13%
16,267 $1.65 Billion
Q2 2024

Aug 06, 2024

BUY
$95.11 - $97.92 $171 Million - $176 Million
1,800,240 Added 2250.41%
1,880,236 $4.92 Billion
Q1 2024

Apr 22, 2024

BUY
$96.75 - $99.37 $1.97 Million - $2.03 Million
20,408 Added 34.25%
79,996 $7.83 Billion
Q4 2023

Jan 18, 2024

SELL
$91.67 - $99.66 $1.29 Million - $1.4 Million
-14,096 Reduced 19.13%
59,588 $5.91 Billion
Q3 2023

Nov 07, 2023

BUY
$93.85 - $98.43 $1.59 Million - $1.66 Million
16,894 Added 29.75%
73,684 $6.93 Billion
Q2 2023

Sep 06, 2023

BUY
$97.49 - $100.53 $1.43 Million - $1.47 Million
14,655 Added 34.78%
56,790 $5.56 Billion
Q1 2023

Sep 06, 2023

BUY
$96.32 - $100.79 $4.06 Million - $4.25 Million
42,135 New
42,135 $4.2 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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