West Michigan Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

West Michigan Advisors, LLC

$300 Million
Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, West Michigan Advisors, LLC holds 21,119 shares of AGG stock, worth $2.04 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

21,119

Previous 20,584 2.6%

Holding current value

$2.04 Million

Previous $2 Million 7.01%

% of portfolio

0.71%

Previous 0.67%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$96.25 - $101.98 $51,493 - $54,559	535 Added 2.6%	21,119 $2.14 Million
Q2 2024 Aug 05, 2024	BUY	$95.11 - $97.92 $47,840 - $49,253	503 Added 2.5%	20,584 $2 Million
Q1 2024 May 14, 2024	SELL	$96.75 - $99.37 $677 - $695	-7 Reduced 0.03%	20,081 $1.97 Million
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $24,475 - $26,609	-267 Reduced 1.31%	20,088 $1.99 Million
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $107,739 - $112,997	1,148 Added 5.98%	20,355 $1.91 Million
Q2 2023 Aug 15, 2023	BUY	$97.49 - $100.53 $386,547 - $398,601	3,965 Added 26.01%	19,207 $1.88 Million
Q1 2023 Apr 21, 2023	BUY	$96.32 - $100.79 $311,787 - $326,257	3,237 Added 26.96%	15,242 $1.52 Million
Q4 2022 Feb 13, 2023	SELL	$93.63 - $99.69 $38,950 - $41,471	-416 Reduced 3.35%	12,005 $1.16 Million
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $7,452 - $8,129	-78 Reduced 0.62%	12,421 $1.2 Million
Q2 2022 Aug 15, 2022	SELL	$99.01 - $106.84 $211,980 - $228,744	-2,141 Reduced 14.62%	12,499 $1.27 Million
Q1 2022 May 13, 2022	BUY	$106.1 - $113.3 $30,981 - $33,083	292 Added 2.04%	14,640 $1.57 Million
Q4 2021 Feb 15, 2022	BUY	$113.45 - $115.33 $1.63 Million - $1.65 Million	14,348 New	14,348 $1.64 Million

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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West Michigan Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History