Schechter Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Schechter Investment Advisors, LLC

$945 Million
Q4 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 40,083 shares of AGG stock, worth $3.97 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

40,083

Previous 21,892 83.09%

Holding current value

$3.97 Million

Previous $2.22 Million 75.19%

% of portfolio

0.41%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$96.64 - $101.23 $1.76 Million - $1.84 Million	18,191 Added 83.09%	40,083 $3.88 Million
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $989,738 - $1.05 Million	10,283 Added 88.58%	21,892 $2.22 Million
Q2 2024 Aug 12, 2024	SELL	$95.11 - $97.92 $241,198 - $248,325	-2,536 Reduced 17.93%	11,609 $1.13 Million
Q1 2024 May 06, 2024	SELL	$96.75 - $99.37 $3,579 - $3,676	-37 Reduced 0.26%	14,145 $1.39 Million
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $11,000 - $11,959	120 Added 0.85%	14,182 $1.41 Million
Q3 2023 Nov 06, 2023	SELL	$93.85 - $98.43 $83,526 - $87,602	-890 Reduced 5.95%	14,062 $1.32 Million
Q2 2023 Jul 26, 2023	BUY	$97.49 - $100.53 $46,697 - $48,153	479 Added 3.31%	14,952 $1.46 Million
Q1 2023 Apr 28, 2023	SELL	$96.32 - $100.79 $12.8 Million - $13.4 Million	-132,899 Reduced 90.18%	14,473 $1.44 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $12.7 Million - $13.5 Million	135,693 Added 1161.85%	147,372 $14.3 Million
Q3 2022 Nov 04, 2022	BUY	$95.54 - $104.23 $10,700 - $11,673	112 Added 0.97%	11,679 $1.13 Million
Q2 2022 Nov 03, 2022	BUY	$99.01 - $106.84 $1.15 Million - $1.24 Million	11,567 New	11,567 $1.18 Million
Q1 2022 Nov 18, 2022	BUY	$106.1 - $113.3 $73,633 - $78,630	694 Added 5.94%	12,373 $1.33 Million
Q4 2021 Dec 27, 2022	BUY	$113.45 - $115.33 $18.6 Million - $18.9 Million	163,526 Added 1400.17%	175,205 $20 Million

Others Institutions Holding AGG

# of Institutions

2,113

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Schechter Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History