Crewe Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Crewe Advisors LLC

  • $709 Million
  • Q4 2024

A detailed history of Crewe Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Crewe Advisors LLC holds 4,623 shares of AGG stock, worth $450,557. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,623
Previous 4,623 -0.0%
Holding current value
$450,557
Previous $468,000 4.49%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 12, 2024
SELL
$96.25 - $101.98 $57,268 - $60,678
-595 Reduced 11.4%
4,623 $468,000
Q4 2023

Feb 09, 2024
SELL
$91.67 - $99.66 $149,513 - $162,545
-1,631 Reduced 23.81%
5,218 $517,000
Q3 2023

Nov 08, 2023
BUY
$93.85 - $98.43 $622,694 - $653,083
6,635 Added 3100.47%
6,849 $644,000
Q2 2023

Jul 28, 2023
BUY
$97.49 - $100.53 $584 - $603
6 Added 2.88%
214 $20,000
Q1 2023

May 12, 2023
SELL
$96.32 - $100.79 $73,395 - $76,801
-762 Reduced 78.56%
208 $20,000
Q4 2022

Feb 07, 2023
SELL
$93.63 - $99.69 $132,486 - $141,061
-1,415 Reduced 59.33%
970 $94,000
Q2 2022

Aug 02, 2022
SELL
$99.01 - $106.84 $46,336 - $50,001
-468 Reduced 16.4%
2,385 $243,000
Q1 2022

Apr 27, 2022
SELL
$106.1 - $113.3 $772,301 - $824,710
-7,279 Reduced 71.84%
2,853 $305,000
Q4 2021

Feb 10, 2022
BUY
$113.45 - $115.33 $983,384 - $999,680
8,668 Added 592.08%
10,132 $1.16 Million
Q3 2021

Oct 29, 2021
BUY
$114.77 - $116.58 $168,023 - $170,673
1,464 New
1,464 $168,000
Q3 2019

Nov 06, 2019
SELL
$111.75 - $113.28 $1.33 Million - $1.35 Million
-11,934 Closed
0 $0
Q2 2019

Aug 09, 2019
BUY
N/A
10,845 Added 995.87%
11,934 $1.33 Million
Q1 2018

May 07, 2018
SELL
N/A
-22 Reduced 1.98%
1,089 $117,000
Q4 2017

Feb 09, 2018
BUY
N/A
1,111
1,111 $121,000

Others Institutions Holding AGG

# of Institutions
1,998
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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 Crewe Advisors LLC Portfolio

Follow Crewe 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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email