Dowling & Yahnke LLC Ishares Core U.S. Aggregate Bo Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dowling & Yahnke LLC holds 3,284 shares of AGG stock, worth $318,022. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,284
Previous 7,294 54.98%
Holding current value
$318,022
Previous $742,000 57.41%
% of portfolio
0.15%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
$95.54 - $104.23 $383,115 - $417,962
-4,010 Reduced 54.98%
3,284 $316,000
Q2 2022

Aug 10, 2022
BUY
$99.01 - $106.84 $202,574 - $218,594
2,046 Added 38.99%
7,294 $742,000
Q1 2022

May 04, 2022
BUY
$106.1 - $113.3 $303,870 - $324,491
2,864 Added 120.13%
5,248 $562,000
Q3 2020

Oct 19, 2020
SELL
$117.95 - $119.63 $1,415 - $1,435
-12 Reduced 0.5%
2,384 $281,000
Q2 2020

Jul 31, 2020
BUY
$114.73 - $118.21 $6,080 - $6,265
53 Added 2.26%
2,396 $283,000
Q1 2020

May 15, 2020
SELL
$106.57 - $117.86 $34,208 - $37,833
-321 Reduced 12.05%
2,343 $270,000
Q4 2019

Jan 27, 2020
BUY
$111.81 - $113.82 $297,861 - $303,216
2,664 New
2,664 $299,000

Others Institutions Holding AGG

# of Institutions
1,970
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 Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke 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 Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email