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

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 9,666 shares of AGG stock, worth $966,600. This represents 0.64% of its overall portfolio holdings.

Number of Shares
9,666
Previous 10,010 3.44%
Holding current value
$966,600
Previous $997,000 5.12%
% of portfolio
0.64%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$97.49 - $100.53 $33,536 - $34,582
-344 Reduced 3.44%
9,666 $946,000
Q1 2023

Apr 10, 2023
BUY
$96.32 - $100.79 $964,163 - $1.01 Million
10,010 New
10,010 $997,000

Others Institutions Holding AGG

# of Institutions
2,243
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Bms Financial Advisors, LLC Portfolio

Follow Bms Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email