A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 334,655 shares of AGG stock, worth $32.1 Million. This represents 21.56% of its overall portfolio holdings.

Number of Shares
334,655
Previous 323,953 3.3%
Holding current value
$32.1 Million
Previous $31.4 Billion 7.77%
% of portfolio
21.56%
Previous 22.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$96.25 - $101.98 $1.03 Million - $1.09 Million
10,702 Added 3.3%
334,655 $33.9 Billion
Q2 2024

Aug 12, 2024

BUY
$95.11 - $97.92 $664,438 - $684,069
6,986 Added 2.2%
323,953 $31.4 Billion
Q1 2024

May 09, 2024

BUY
$96.75 - $99.37 $30.7 Million - $31.5 Million
316,967 New
316,967 $30.3 Billion

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Bright Financial Advisors, Inc. Portfolio

Follow Bright Financial Advisors, Inc. 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 Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.