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 29,100 shares of AGG stock, worth $2.84 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
29,100
Previous 32,601 10.74%
Holding current value
$2.84 Million
Previous $3.16 Million 6.89%
% of portfolio
0.28%
Previous 0.31%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$96.25 - $101.98 $336,971 - $357,031
-3,501 Reduced 10.74%
29,100 $2.95 Million
Q2 2024

Aug 01, 2024

BUY
$95.11 - $97.92 $397,559 - $409,305
4,180 Added 14.71%
32,601 $3.16 Million
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
$93.63 - $99.69 $24,999 - $26,617
267 Added 1.5%
18,098 $0
Q3 2022

Oct 24, 2022

BUY
$95.54 - $104.23 $153,150 - $167,080
1,603 Added 9.88%
17,831 $1.72 Million
Q2 2022

Aug 15, 2022

SELL
$99.01 - $106.84 $1,386 - $1,495
-14 Reduced 0.09%
16,228 $1.65 Million
Q1 2022

Apr 29, 2022

SELL
$106.1 - $113.3 $54,641 - $58,349
-515 Reduced 3.07%
16,242 $1.74 Million
Q4 2021

Jan 31, 2022

BUY
$113.45 - $115.33 $71,246 - $72,427
628 Added 3.89%
16,757 $1.91 Million
Q3 2021

Oct 21, 2021

BUY
$114.77 - $116.58 $350,392 - $355,918
3,053 Added 23.35%
16,129 $1.85 Million
Q2 2021

Jul 19, 2021

BUY
$113.78 - $115.33 $123,223 - $124,902
1,083 Added 9.03%
13,076 $1.51 Million
Q1 2021

Apr 27, 2021

BUY
$113.42 - $118.04 $85,632 - $89,120
755 Added 6.72%
11,993 $1.37 Million
Q4 2020

Feb 05, 2021

BUY
$117.06 - $118.42 $1.32 Million - $1.33 Million
11,238 New
11,238 $1.33 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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