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

Capital Investment Advisors, LLC

  • $5.8 Billion
  • Q3 2025

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 13,496 shares of AGG stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,496
Previous 12,678 6.45%
Holding current value
$1.35 Million
Previous $1.26 Million 7.56%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2025
BUY
$97.75 - $100.75 $79,959 - $82,413
818 Added 6.45%
13,496 $1.35 Million
Q2 2025

Jul 17, 2025
BUY
$96.84 - $99.46 $1.23 Million - $1.26 Million
12,678 New
12,678 $1.26 Million
Q1 2025

Apr 14, 2025
SELL
$95.85 - $99.25 $218,729 - $226,488
-2,282 Reduced 13.7%
14,377 $1.42 Million
Q4 2024

Jan 13, 2025
BUY
$96.64 - $101.23 $39,332 - $41,200
407 Added 2.5%
16,659 $1.61 Million
Q3 2024

Oct 17, 2024
BUY
$96.25 - $101.98 $79,791 - $84,541
829 Added 5.38%
16,252 $1.65 Million
Q2 2024

Jul 12, 2024
BUY
$95.11 - $97.92 $338,116 - $348,105
3,555 Added 29.95%
15,423 $1.5 Million
Q1 2024

Apr 15, 2024
SELL
$96.75 - $99.37 $115,906 - $119,045
-1,198 Reduced 9.17%
11,868 $1.16 Million
Q4 2023

Jan 05, 2024
BUY
$91.67 - $99.66 $448,357 - $487,437
4,891 Added 59.83%
13,066 $1.3 Million
Q3 2023

Oct 16, 2023
BUY
$93.85 - $98.43 $36,695 - $38,486
391 Added 5.02%
8,175 $768,000
Q2 2023

Jul 11, 2023
BUY
$97.49 - $100.53 $72,337 - $74,593
742 Added 10.54%
7,784 $762,000
Q1 2023

Apr 10, 2023
BUY
$96.32 - $100.79 $19,071 - $19,956
198 Added 2.89%
7,042 $701,000
Q4 2022

Jan 05, 2023
SELL
$93.63 - $99.69 $119,846 - $127,603
-1,280 Reduced 15.76%
6,844 $664,000
Q3 2022

Oct 05, 2022
SELL
$95.54 - $104.23 $50,922 - $55,554
-533 Reduced 6.16%
8,124 $783,000
Q2 2022

Jul 06, 2022
SELL
$99.01 - $106.84 $71,485 - $77,138
-722 Reduced 7.7%
8,657 $880,000
Q1 2022

Apr 13, 2022
BUY
$106.1 - $113.3 $77,346 - $82,595
729 Added 8.43%
9,379 $1.01 Million
Q4 2021

Jan 10, 2022
SELL
$113.45 - $115.33 $33,581 - $34,137
-296 Reduced 3.31%
8,650 $987,000
Q3 2021

Oct 13, 2021
SELL
$114.77 - $116.58 $77,125 - $78,341
-672 Reduced 6.99%
8,946 $1.03 Million
Q2 2021

Jul 14, 2021
SELL
$113.78 - $115.33 $95,575 - $96,877
-840 Reduced 8.03%
9,618 $1.11 Million
Q1 2021

Apr 27, 2021
SELL
$113.42 - $118.04 $327,670 - $341,017
-2,889 Reduced 21.65%
10,458 $1.19 Million
Q4 2020

Jan 21, 2021
BUY
$117.06 - $118.42 $188,817 - $191,011
1,613 Added 13.75%
13,347 $1.58 Million
Q3 2020

Oct 29, 2020
BUY
$117.95 - $119.63 $425,681 - $431,744
3,609 Added 44.42%
11,734 $1.39 Million
Q2 2020

Jul 20, 2020
SELL
$114.73 - $118.21 $48,989 - $50,475
-427 Reduced 4.99%
8,125 $960,000
Q1 2020

Apr 13, 2020
BUY
$106.57 - $117.86 $71,401 - $78,966
670 Added 8.5%
8,552 $987,000
Q4 2019

Jan 21, 2020
BUY
$111.81 - $113.82 $104,095 - $105,966
931 Added 13.39%
7,882 $886,000
Q3 2019

Oct 24, 2019
BUY
$111.75 - $113.28 $120,690 - $122,342
1,080 Added 18.4%
6,951 $787,000
Q2 2019

Jul 17, 2019
SELL
N/A
-378 Reduced 6.05%
5,871 $654,000
Q1 2019

Apr 11, 2019
SELL
N/A
-4,142 Reduced 39.86%
6,249 $682,000
Q4 2018

Jan 17, 2019
BUY
N/A
3,989 Added 62.31%
10,391 $1.11 Million
Q3 2018

Oct 15, 2018
SELL
N/A
-5,787 Reduced 47.48%
6,402 $676,000
Q2 2018

Jul 10, 2018
SELL
N/A
-759 Reduced 5.86%
12,189 $1.3 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-342 Reduced 2.57%
12,948 $1.39 Million
Q4 2017

Jan 17, 2018
SELL
N/A
-80 Reduced 0.6%
13,290 $1.45 Million
Q3 2017

Oct 17, 2017
BUY
N/A
13,370
13,370 $1.47 Million

Others Institutions Holding AGG

# of Institutions
2,223
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
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