Beacon Financial Group Ishares Core U.S. Aggregate Bo Transaction History

Beacon Financial Group

  • $886 Million
  • Q4 2024

A detailed history of Beacon Financial Group transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beacon Financial Group holds 3,886 shares of AGG stock, worth $383,043. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,886
Previous 4,921 21.03%
Holding current value
$383,043
Previous $498,000 24.5%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 29, 2025
SELL
$96.64 - $101.23 $100,022 - $104,773
-1,035 Reduced 21.03%
3,886 $376,000
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $9,143 - $9,688
95 Added 1.97%
4,921 $498,000
Q2 2024

Aug 06, 2024
BUY
$95.11 - $97.92 $143,520 - $147,761
1,509 Added 45.49%
4,826 $468,000
Q1 2024

May 07, 2024
BUY
$96.75 - $99.37 $92,589 - $95,097
957 Added 40.55%
3,317 $324,000
Q4 2023

Feb 23, 2024
BUY
$91.67 - $99.66 $216,341 - $235,197
2,360 New
2,360 $234,000
Q3 2022

Oct 13, 2022
BUY
$95.54 - $104.23 $118,182 - $128,932
1,237 Added 41.73%
4,201 $406,000
Q2 2022

Jul 19, 2022
BUY
$99.01 - $106.84 $10,792 - $11,645
109 Added 3.82%
2,964 $300,000
Q1 2022

Apr 08, 2022
SELL
$106.1 - $113.3 $1.2 Million - $1.28 Million
-11,277 Reduced 79.8%
2,855 $306,000
Q4 2021

Jan 07, 2022
BUY
$113.45 - $115.33 $1.3 Million - $1.32 Million
11,447 Added 426.33%
14,132 $770,000
Q2 2020

Aug 05, 2020
SELL
$114.73 - $118.21 $16,865 - $17,376
-147 Reduced 5.19%
2,685 $317,000
Q4 2019

Jan 17, 2020
BUY
$111.81 - $113.82 $31,083 - $31,641
278 Added 10.88%
2,832 $318,000
Q2 2019

Jul 15, 2019
BUY
N/A
147 Added 6.11%
2,554 $284,000
Q3 2018

Oct 10, 2018
SELL
N/A
-12 Reduced 0.5%
2,407 $254,000
Q1 2018

Apr 06, 2018
SELL
N/A
-1,105 Reduced 31.36%
2,419 $259,000
Q4 2017

Jan 03, 2018
BUY
N/A
3,524
3,524 $385,000

Others Institutions Holding AGG

# of Institutions
2,116
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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