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

American Financial Advisors, LLC

$681 Million
Q4 2024

A detailed history of American Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, American Financial Advisors, LLC holds 3,170 shares of AGG stock, worth $312,276. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,170

Previous 2,979 6.41%

Holding current value

$312,276

Previous $301,000 1.99%

% of portfolio

0.05%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$96.64 - $101.23 $18,458 - $19,334	191 Added 6.41%	3,170 $307,000
Q3 2024 Oct 25, 2024	BUY	$96.25 - $101.98 $9,047 - $9,586	94 Added 3.26%	2,979 $301,000
Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $1,807 - $1,860	19 Added 0.66%	2,885 $280,000
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $580 - $596	6 Added 0.21%	2,866 $280,000
Q4 2023 Jan 31, 2024	BUY	$91.67 - $99.66 $262,176 - $285,027	2,860 New	2,860 $283,000
Q4 2021 Feb 02, 2022	SELL	$113.45 - $115.33 $200,125 - $203,442	-1,764 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$114.77 - $116.58 $1,262 - $1,282	-11 Reduced 0.62%	1,764 $203,000
Q2 2021 Aug 05, 2021	SELL	$113.78 - $115.33 $7,054 - $7,150	-62 Reduced 3.38%	1,775 $205,000
Q1 2021 May 13, 2021	SELL	$113.42 - $118.04 $4,990 - $5,193	-44 Reduced 2.34%	1,837 $209,000
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $234 - $236	2 Added 0.11%	1,881 $222,000
Q3 2020 Nov 09, 2020	BUY	$117.95 - $119.63 $3,892 - $3,947	33 Added 1.79%	1,879 $222,000
Q2 2020 Jul 30, 2020	BUY	$114.73 - $118.21 $344 - $354	3 Added 0.16%	1,846 $220,000
Q1 2020 May 01, 2020	SELL	$106.57 - $117.86 $11,402 - $12,611	-107 Reduced 5.49%	1,843 $215,000
Q4 2019 Feb 14, 2020	SELL	$111.81 - $113.82 $31,865 - $32,438	-285 Reduced 12.75%	1,950 $221,000
Q3 2019 Oct 31, 2019	SELL	$111.75 - $113.28 $111 - $113	-1 Reduced 0.04%	2,235 $253,000
Q2 2019 Aug 06, 2019	SELL	N/A	-479 Reduced 17.64%	2,236 $249,000
Q1 2019 Apr 23, 2019	BUY	N/A	5 Added 0.18%	2,715 $296,000
Q4 2018 Feb 15, 2019	BUY	N/A	2,710 New	2,710 $289,000

Others Institutions Holding AGG

# of Institutions

2,123

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