Evernest Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Evernest Financial Advisors, LLC

$362 Million
Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 17,764 shares of AGG stock, worth $1.75 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

17,764

Previous 14,333 23.94%

Holding current value

$1.75 Million

Previous $1.39 Million 29.26%

% of portfolio

0.5%

Previous 0.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$96.25 - $101.98 $330,233 - $349,893	3,431 Added 23.94%	17,764 $1.8 Million
Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $178,997 - $184,285	1,882 Added 15.12%	14,333 $1.39 Million
Q1 2024 May 10, 2024	BUY	$96.75 - $99.37 $206,174 - $211,757	2,131 Added 20.65%	12,451 $1.19 Billion
Q4 2023 May 10, 2024	SELL	$91.67 - $99.66 $255,850 - $278,151	-2,791 Reduced 22.42%	9,660 $959 Million
Q4 2021 Feb 13, 2024	BUY	$113.45 - $115.33 $1.17 Million - $1.19 Million	10,320 New	10,320 $1.01 Billion

Others Institutions Holding AGG

# of Institutions

1,928

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Evernest Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History