United Asset Strategies, Inc. Ishares Core U.S. Aggregate Bo Transaction History

United Asset Strategies, Inc.

$993 Million
Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, United Asset Strategies, Inc. holds 28,421 shares of AGG stock, worth $2.74 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

28,421

Previous 28,388 0.12%

Holding current value

$2.74 Million

Previous $2.82 Million 1.21%

% of portfolio

0.28%

Previous 0.32%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $3,192 - $3,279	33 Added 0.12%	28,421 $2.78 Million
Q4 2023 Jan 30, 2024	BUY	$91.67 - $99.66 $923,758 - $1 Million	10,077 Added 55.03%	28,388 $2.82 Million
Q3 2023 Nov 07, 2023	BUY	$93.85 - $98.43 $30,125 - $31,596	321 Added 1.78%	18,311 $1.72 Million
Q2 2023 Jul 25, 2023	SELL	$97.49 - $100.53 $99,244 - $102,339	-1,018 Reduced 5.36%	17,990 $1.76 Million
Q1 2023 Jul 25, 2023	BUY	$96.32 - $100.79 $100,654 - $105,325	1,045 Added 5.82%	19,008 $1.89 Million

Q1 2023 Apr 25, 2023	SELL	$96.32 - $100.79 $13,003 - $13,606	-135 Reduced 0.75%	17,963 $1.79 Million
Q4 2022 Jan 26, 2023	BUY	$94.17 - $99.69 $25,143 - $26,617	267 Added 1.5%	18,098 $0
Q3 2022 Oct 24, 2022	BUY	N/A	1,603 Added 9.88%	17,831 $1.72 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-14 Reduced 0.09%	16,228 $1.65 Million
Q1 2022 Apr 29, 2022	SELL	N/A	-515 Reduced 3.07%	16,242 $1.74 Million
Q4 2021 Jan 31, 2022	BUY	N/A	628 Added 3.89%	16,757 $1.91 Million
Q3 2021 Oct 21, 2021	BUY	N/A	3,053 Added 23.35%	16,129 $1.85 Million
Q2 2021 Jul 19, 2021	BUY	N/A	1,083 Added 9.03%	13,076 $1.51 Million
Q1 2021 Apr 27, 2021	BUY	N/A	755 Added 6.72%	11,993 $1.37 Million
Q4 2020 Feb 05, 2021	BUY	N/A	11,238 New	11,238 $1.33 Million

Others Institutions Holding AGG

# of Institutions

1,869

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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United Asset Strategies, Inc. Ishares Core U.S. Aggregate Bo Transaction History