A detailed history of Epic Trust Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 3,580 shares of AGG stock, worth $352,379. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,580
Previous 3,579 0.03%
Holding current value
$352,379
Previous $350,000 0.86%
% of portfolio
0.41%
Previous 0.45%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$95.11 - $97.92 $95 - $97
1 Added 0.03%
3,580 $347,000
Q1 2024

Apr 19, 2024

SELL
$96.75 - $99.37 $43,924 - $45,113
-454 Reduced 11.26%
3,579 $350,000
Q4 2023

Feb 05, 2024

SELL
$91.67 - $99.66 $205,799 - $223,736
-2,245 Reduced 35.76%
4,033 $400,000
Q3 2023

Oct 16, 2023

BUY
$93.85 - $98.43 $60,439 - $63,388
644 Added 11.43%
6,278 $590,000
Q2 2023

Jul 24, 2023

SELL
$97.49 - $100.53 $4,971 - $5,127
-51 Reduced 0.9%
5,634 $551,000
Q1 2023

May 09, 2023

BUY
$96.32 - $100.79 $301,192 - $315,170
3,127 Added 122.24%
5,685 $566,000
Q4 2022

Feb 14, 2023

BUY
$93.63 - $99.69 $239,505 - $255,007
2,558 New
2,558 $248,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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