Atlas Capital Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Atlas Capital Advisors LLC

$819 Billion
Q2 2025

A detailed history of Atlas Capital Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 836 shares of AGG stock, worth $83,600. This represents 0.01% of its overall portfolio holdings.

Number of Shares

836

Previous 500 67.2%

Holding current value

$83,600

Previous $49.5 Million 67.67%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$96.84 - $99.46 $32,538 - $33,418	336 Added 67.2%	836 $82.9 Million
Q1 2025 May 12, 2025	BUY	$95.85 - $99.25 $19,170 - $19,850	200 Added 66.67%	500 $49.5 Million
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $29,025 - $29,811	300 New	300 $29.4 Million
Q1 2022 May 11, 2022	SELL	$106.1 - $113.3 $28,434 - $30,364	-268 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$113.45 - $115.33 $113 - $115	-1 Reduced 0.37%	268 $30.6 Million

Q3 2021 Oct 28, 2021	BUY	$114.77 - $116.58 $114 - $116	1 Added 0.37%	269 $0
Q2 2021 Jul 30, 2021	SELL	$113.78 - $115.33 $30,720 - $31,139	-270 Reduced 50.19%	268 $0
Q1 2021 May 10, 2021	BUY	$113.42 - $118.04 $61,019 - $63,505	538 New	538 $0
Q3 2020 Oct 23, 2020	SELL	$117.95 - $119.63 $76,077 - $77,161	-645 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	$114.73 - $118.21 $74,000 - $76,245	645 New	645 $0

Others Institutions Holding AGG

# of Institutions

2,273

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Atlas Capital Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History