Davies Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Davies Financial Advisors, Inc.

  • $54.1 Billion
  • Q4 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 3,674 shares of AGG stock, worth $367,400. This represents 0.68% of its overall portfolio holdings.

Number of Shares
3,674
Previous 12,538 70.7%
Holding current value
$367,400
Previous $1.26 Billion 70.8%
% of portfolio
0.68%
Previous 1.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$99.87 - $101.27 $885,247 - $897,657
-8,864 Reduced 70.7%
3,674 $367 Million
Q3 2025

Oct 15, 2025
SELL
$97.75 - $100.75 $41,348 - $42,617
-423 Reduced 3.26%
12,538 $1.26 Billion
Q2 2025

Aug 08, 2025
BUY
$96.84 - $99.46 $1.26 Million - $1.29 Million
12,961 New
12,961 $1.29 Billion
Q2 2024

Jul 30, 2024
SELL
$95.11 - $97.92 $2.92 Million - $3.01 Million
-30,700 Reduced 86.98%
4,594 $446 Million
Q1 2024

Apr 25, 2024
BUY
$96.75 - $99.37 $3.41 Million - $3.51 Million
35,294 New
35,294 $3.46 Billion

Others Institutions Holding AGG

# of Institutions
2,277
Shares Held
1.29B
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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