Tobias Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 57,927 shares of AGG stock, worth $5.68 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

57,927

Previous 57,516 0.71%

Holding current value

$5.68 Million

Previous $5.57 Million 2.82%

% of portfolio

1.15%

Previous 1.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$95.85 - $99.25 $39,394 - $40,791	411 Added 0.71%	57,927 $5.73 Million
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $875,655 - $917,245	9,061 Added 18.7%	57,516 $5.57 Million
Q3 2024 Oct 30, 2024	BUY	$96.25 - $101.98 $24,832 - $26,310	258 Added 0.54%	48,455 $4.91 Million
Q2 2024 Aug 13, 2024	BUY	$95.11 - $97.92 $324,325 - $333,907	3,410 Added 7.61%	48,197 $4.68 Million
Q1 2024 May 02, 2024	SELL	$96.75 - $99.37 $138,159 - $141,900	-1,428 Reduced 3.09%	44,787 $4.39 Million
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $1.21 Million - $1.31 Million	13,164 Added 39.83%	46,215 $4.59 Million
Q3 2023 Nov 03, 2023	BUY	$93.85 - $98.43 $597,918 - $627,097	6,371 Added 23.88%	33,051 $3.11 Million
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $266,245 - $274,547	2,731 Added 11.4%	26,680 $2.61 Million
Q1 2023 Apr 24, 2023	SELL	$96.32 - $100.79 $93,912 - $98,270	-975 Reduced 3.91%	23,949 $2.39 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $1.47 Million - $1.57 Million	15,700 Added 170.21%	24,924 $2.42 Million
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $374,994 - $409,102	3,925 Added 74.07%	9,224 $889,000
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $6.41 Million - $6.91 Million	-64,697 Reduced 92.43%	5,299 $539,000
Q1 2022 May 09, 2022	BUY	$106.1 - $113.3 $7.43 Million - $7.93 Million	69,996 New	69,996 $7.5 Million
Q4 2021 Feb 09, 2022	SELL	$113.45 - $115.33 $4.17 Million - $4.23 Million	-36,718 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$114.77 - $116.58 $326,979 - $332,136	-2,849 Reduced 7.2%	36,718 $4.22 Million
Q2 2021 Aug 12, 2021	BUY	$113.78 - $115.33 $2.41 Million - $2.44 Million	21,162 Added 114.98%	39,567 $4.56 Million
Q1 2021 May 07, 2021	SELL	$113.42 - $118.04 $510,616 - $531,416	-4,502 Reduced 19.65%	18,405 $2.1 Million
Q4 2020 Feb 12, 2021	BUY	$117.06 - $118.42 $90,721 - $91,775	775 Added 3.5%	22,907 $2.71 Million
Q3 2020 Nov 05, 2020	BUY	$117.95 - $119.63 $9,318 - $9,450	79 Added 0.36%	22,132 $2.61 Million
Q2 2020 Nov 05, 2020	SELL	$114.73 - $118.21 $390,999 - $402,859	-3,408 Reduced 13.39%	22,053 $2.61 Million
Q1 2020 May 13, 2020	SELL	$106.57 - $117.86 $3.06 Million - $3.38 Million	-28,688 Reduced 52.98%	25,461 $2.94 Million
Q4 2019 Feb 04, 2020	BUY	$111.81 - $113.82 $6.05 Million - $6.16 Million	54,149 New	54,149 $6.08 Million

Others Institutions Holding AGG

# of Institutions

2,168

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Tobias Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History