United Capital Financial Advisers, LLC Ishares Core U.S. Aggregate Bo Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 729,821 shares of AGG stock, worth $71.3 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
729,821
Previous 667,646 9.31%
Holding current value
$71.3 Million
Previous $65.4 Million 8.34%
% of portfolio
0.61%
Previous 0.54%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$95.11 - $97.92 $5.91 Million - $6.09 Million
62,175 Added 9.31%
729,821 $70.8 Million
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $604,397 - $620,764
6,247 Added 0.94%
667,646 $65.4 Million
Q4 2023

Feb 14, 2024
SELL
$91.67 - $99.66 $43.6 Million - $47.4 Million
-475,191 Reduced 41.81%
661,399 $65.6 Million
Q3 2023

Nov 14, 2023
SELL
$93.85 - $98.43 $50.6 Million - $53.1 Million
-539,010 Reduced 32.17%
1,136,590 $107 Million
Q2 2023

Aug 14, 2023
SELL
$97.49 - $100.53 $8.12 Million - $8.37 Million
-83,274 Reduced 4.73%
1,675,600 $164 Million
Q1 2023

Aug 14, 2023
BUY
$96.32 - $100.79 $8.02 Million - $8.39 Million
83,274 Added 4.97%
1,758,874 $175 Million
Q1 2023

May 15, 2023
SELL
$96.32 - $100.79 $3.35 Million - $3.5 Million
-34,750 Reduced 1.94%
1,758,874 $175 Million
Q4 2022

Feb 14, 2023
SELL
$93.63 - $99.69 $26.3 Million - $28 Million
-281,260 Reduced 13.56%
1,793,624 $174 Million
Q3 2022

Nov 14, 2022
SELL
$95.54 - $104.23 $858 Million - $936 Million
-8,984,775 Reduced 81.24%
2,074,884 $200 Million
Q2 2022

Aug 11, 2022
BUY
$99.01 - $106.84 $42.3 Million - $45.7 Million
427,716 Added 4.02%
11,059,659 $1.12 Billion
Q1 2022

May 16, 2022
BUY
$106.1 - $113.3 $97.9 Million - $104 Million
922,271 Added 9.5%
10,631,943 $1.14 Billion
Q4 2021

Feb 14, 2022
BUY
$113.45 - $115.33 $124 Million - $126 Million
1,092,693 Added 12.68%
9,709,672 $1.11 Billion
Q3 2021

Nov 15, 2021
BUY
$114.77 - $116.58 $116 Million - $118 Million
1,007,942 Added 13.25%
8,616,979 $989 Million
Q2 2021

Aug 13, 2021
BUY
$113.78 - $115.33 $177 Million - $180 Million
1,557,691 Added 25.74%
7,609,037 $878 Million
Q1 2021

May 14, 2021
BUY
$113.42 - $118.04 $142 Million - $148 Million
1,251,802 Added 26.08%
6,051,346 $689 Million
Q4 2020

Feb 17, 2021
BUY
$117.06 - $118.42 $136 Million - $138 Million
1,163,113 Added 31.99%
4,799,544 $567 Million
Q3 2020

Nov 13, 2020
BUY
$117.95 - $119.63 $187 Million - $190 Million
1,585,662 Added 77.32%
3,636,431 $429 Million
Q2 2020

Aug 13, 2020
SELL
$114.73 - $118.21 $5.81 Million - $5.99 Million
-50,645 Reduced 2.41%
2,050,769 $242 Million
Q1 2020

May 15, 2020
BUY
$106.57 - $117.86 $152 Million - $169 Million
1,430,867 Added 213.39%
2,101,414 $242 Million
Q4 2019

Feb 14, 2020
BUY
$111.81 - $113.82 $4.8 Million - $4.89 Million
42,947 Added 6.84%
670,547 $75.3 Million
Q3 2019

Nov 14, 2019
SELL
$111.75 - $113.28 $25.1 Million - $25.4 Million
-224,395 Reduced 26.34%
627,600 $71 Million
Q2 2019

Aug 13, 2019
BUY
N/A
461,713 Added 118.3%
851,995 $94.9 Million
Q1 2019

May 14, 2019
SELL
N/A
-53,113 Reduced 11.98%
390,282 $42.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
79,846 Added 21.96%
443,395 $47.2 Million
Q3 2018

Nov 14, 2018
BUY
N/A
70,670 Added 24.13%
363,549 $38.4 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-11,761 Reduced 3.86%
292,879 $31.1 Million
Q1 2018

May 15, 2018
SELL
N/A
-95,312 Reduced 23.83%
304,640 $32.7 Million
Q4 2017

Feb 13, 2018
BUY
N/A
27,162 Added 7.29%
399,952 $43.7 Million
Q3 2017

Nov 14, 2017
BUY
N/A
24,479 Added 7.03%
372,790 $40.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
348,311
348,311 $38.1 Million

Others Institutions Holding AGG

# of Institutions
1,933
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
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