Beacon Financial Advisory LLC Ishares Core U.S. Aggregate Bo Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,908 shares of AGG stock, worth $890,800. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,908
Previous 7,235 23.12%
Holding current value
$890,800
Previous $717,000 24.55%
% of portfolio
0.24%
Previous 0.21%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$97.75 - $100.75 $163,535 - $168,554
1,673 Added 23.12%
8,908 $893,000
Q2 2025

Jul 22, 2025
BUY
$96.84 - $99.46 $219,148 - $225,077
2,263 Added 45.51%
7,235 $717,000
Q1 2025

Apr 24, 2025
SELL
$95.85 - $99.25 $287 - $297
-3 Reduced 0.06%
4,972 $491,000
Q4 2024

Jan 27, 2025
BUY
$96.64 - $101.23 $33,727 - $35,329
349 Added 7.54%
4,975 $482,000
Q3 2024

Oct 30, 2024
BUY
$96.25 - $101.98 $115,018 - $121,866
1,195 Added 34.83%
4,626 $468,000
Q2 2024

Jul 26, 2024
BUY
$95.11 - $97.92 $326,322 - $335,963
3,431 New
3,431 $333,000
Q4 2023

Jan 23, 2024
SELL
$91.67 - $99.66 $201,215 - $218,753
-2,195 Reduced 46.76%
2,499 $248,000
Q3 2023

Oct 25, 2023
BUY
$93.85 - $98.43 $1,407 - $1,476
15 Added 0.32%
4,694 $441,000
Q2 2023

Jul 17, 2023
BUY
$97.49 - $100.53 $151,206 - $155,922
1,551 Added 49.58%
4,679 $458,000
Q1 2023

Apr 18, 2023
BUY
$96.32 - $100.79 $301,288 - $315,271
3,128 New
3,128 $311,000
Q2 2022

Jul 25, 2022
SELL
$99.01 - $106.84 $204,653 - $220,838
-2,067 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$106.1 - $113.3 $38,726 - $41,354
-365 Reduced 15.01%
2,067 $221,000
Q4 2021

Jan 21, 2022
BUY
$113.45 - $115.33 $340 - $345
3 Added 0.12%
2,432 $277,000
Q3 2021

Nov 15, 2021
BUY
$114.77 - $116.58 $22,494 - $22,849
196 Added 8.78%
2,429 $279,000
Q2 2021

Jul 14, 2021
SELL
$113.78 - $115.33 $45,625 - $46,247
-401 Reduced 15.22%
2,233 $258,000
Q1 2021

Apr 20, 2021
SELL
$113.42 - $118.04 $36,974 - $38,481
-326 Reduced 11.01%
2,634 $300,000
Q4 2020

Jan 25, 2021
BUY
$117.06 - $118.42 $47,760 - $48,315
408 Added 15.99%
2,960 $349,000
Q3 2020

Oct 08, 2020
BUY
$117.95 - $119.63 $301,008 - $305,295
2,552 New
2,552 $301,000
Q1 2020

Apr 15, 2020
SELL
$106.57 - $117.86 $207,172 - $229,119
-1,944 Closed
0 $0
Q4 2019

Jan 24, 2020
BUY
$111.81 - $113.82 $217,358 - $221,266
1,944 New
1,944 $218,000

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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