William Howard & CO Financial Advisors Inc Ishares Core U.S. Aggregate Bo Transaction History

William Howard & CO Financial Advisors Inc

  • $114 Million
  • Q2 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 9,340 shares of AGG stock, worth $924,099. This represents 0.81% of its overall portfolio holdings.

Number of Shares
9,340
Previous 9,462 1.29%
Holding current value
$924,099
Previous $935,000 0.96%
% of portfolio
0.81%
Previous 0.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$96.84 - $99.46 $11,814 - $12,134
-122 Reduced 1.29%
9,340 $926,000
Q4 2024

Jan 28, 2025
SELL
$96.64 - $101.23 $239,377 - $250,746
-2,477 Reduced 20.75%
9,462 $916,000
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $1.16 Million - $1.19 Million
11,939 New
11,939 $1.17 Million

Others Institutions Holding AGG

# of Institutions
2,157
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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