Alpha Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Alpha Financial Advisors, LLC

  • $221 Billion
  • Q4 2024

A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 5,975 shares of AGG stock, worth $583,757. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,975
Previous 5,808 2.88%
Holding current value
$583,757
Previous $588 Million 1.55%
% of portfolio
0.26%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$96.64 - $101.23 $16,138 - $16,905
167 Added 2.88%
5,975 $579 Million
Q3 2024

Oct 18, 2024
BUY
$96.25 - $101.98 $18,865 - $19,988
196 Added 3.49%
5,808 $588 Million
Q2 2024

Jul 23, 2024
BUY
$95.11 - $97.92 $16,739 - $17,233
176 Added 3.24%
5,612 $545 Million
Q1 2024

Apr 29, 2024
BUY
$96.75 - $99.37 $59,598 - $61,211
616 Added 12.78%
5,436 $532 Million
Q4 2023

Feb 05, 2024
BUY
$91.67 - $99.66 $10,908 - $11,859
119 Added 2.53%
4,820 $478 Million
Q3 2023

Oct 26, 2023
BUY
$93.85 - $98.43 $13,139 - $13,780
140 Added 3.07%
4,701 $442 Million
Q2 2023

Aug 07, 2023
BUY
$97.49 - $100.53 $27,492 - $28,349
282 Added 6.59%
4,561 $447 Million
Q1 2023

Apr 18, 2023
BUY
$96.32 - $100.79 $32,748 - $34,268
340 Added 8.63%
4,279 $426 Million
Q4 2022

Apr 18, 2023
BUY
$93.63 - $99.69 $368,808 - $392,678
3,939 New
3,939 $382 Million

Others Institutions Holding AGG

# of Institutions
2,013
Shares Held
1.07B
Call Options Held
115K
Put Options Held
552K
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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