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%

Shares

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

About ISHARES CORE U.S. AGGREGATE BO


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