Syverson Strege & CO Ishares Core U.S. Aggregate Bo Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

A detailed history of Syverson Strege & CO transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Syverson Strege & CO holds 6,641 shares of AGG stock, worth $643,911. This represents 0.24% of its overall portfolio holdings.

Number of Shares

6,641

Previous 6,859 3.18%

Holding current value

$643,911

Previous $665,000 1.05%

% of portfolio

0.24%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$96.25 - $101.98 $20,982 - $22,231	-218 Reduced 3.18%	6,641 $672,000
Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $20,163 - $20,759	212 Added 3.19%	6,859 $665,000
Q1 2024 Apr 30, 2024	BUY	$96.75 - $99.37 $3,289 - $3,378	34 Added 0.51%	6,647 $651,000
Q4 2023 Feb 14, 2024	SELL	$91.67 - $99.66 $37,401 - $40,661	-408 Reduced 5.81%	6,613 $656,000
Q3 2023 Nov 09, 2023	BUY	$93.85 - $98.43 $7,414 - $7,775	79 Added 1.14%	7,021 $660,000
Q2 2023 Aug 04, 2023	SELL	$97.49 - $100.53 $8,676 - $8,947	-89 Reduced 1.27%	6,942 $679,000
Q1 2023 May 03, 2023	BUY	$96.32 - $100.79 $374,588 - $391,972	3,889 Added 123.77%	7,031 $700,000
Q4 2022 Feb 06, 2023	SELL	$93.63 - $99.69 $386,691 - $411,719	-4,130 Reduced 56.79%	3,142 $304,000
Q3 2022 Nov 09, 2022	BUY	$95.54 - $104.23 $390,567 - $426,092	4,088 Added 128.39%	7,272 $701,000
Q2 2022 Aug 11, 2022	SELL	$99.01 - $106.84 $49,207 - $53,099	-497 Reduced 13.5%	3,184 $324,000
Q1 2022 Apr 13, 2022	SELL	$106.1 - $113.3 $15,808 - $16,881	-149 Reduced 3.89%	3,681 $394,000
Q4 2021 Jan 19, 2022	SELL	$113.45 - $115.33 $62,964 - $64,008	-555 Reduced 12.66%	3,830 $437,000
Q3 2021 Nov 02, 2021	SELL	$114.77 - $116.58 $34,890 - $35,440	-304 Reduced 6.48%	4,385 $504,000
Q2 2021 Aug 04, 2021	SELL	$113.78 - $115.33 $4,892 - $4,959	-43 Reduced 0.91%	4,689 $541,000
Q1 2021 May 07, 2021	BUY	$113.42 - $118.04 $100,716 - $104,819	888 Added 23.1%	4,732 $539,000
Q4 2020 Feb 03, 2021	BUY	$117.06 - $118.42 $449,978 - $455,206	3,844 New	3,844 $454,000

Others Institutions Holding AGG

# of Institutions

1,969

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 Syverson Strege & CO, based on Form 13F filings with the SEC.

News

Stay updated on Syverson Strege & CO with notifications on news.

Account

Syverson Strege & CO Ishares Core U.S. Aggregate Bo Transaction History