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

William Howard & CO Financial Advisors Inc

$111 Million
Q4 2024

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 9,462 shares of AGG stock, worth $922,166. This represents 0.83% of its overall portfolio holdings.

Number of Shares

9,462

Previous 11,939 20.75%

Holding current value

$922,166

Previous $1.21 Million 24.3%

% of portfolio

0.83%

Previous 1.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2,037

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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