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

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial Perspectives, Inc holds 190 shares of AGG stock, worth $18,701. This represents 0.01% of its overall portfolio holdings.

Number of Shares
190
Previous 180 5.56%
Holding current value
$18,701
Previous $17.5 Million 10.12%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$96.25 - $101.98 $962 - $1,019
10 Added 5.56%
190 $19.2 Million
Q2 2024

Aug 09, 2024
SELL
$95.11 - $97.92 $12,744 - $13,121
-134 Reduced 42.68%
180 $17.5 Million
Q4 2023

Feb 01, 2024
SELL
$91.67 - $99.66 $5,500 - $5,979
-60 Reduced 16.04%
314 $31.2 Million
Q2 2023

Jan 09, 2024
BUY
$97.49 - $100.53 $36,461 - $37,598
374 New
374 $36.6 Million
Q4 2022

Jan 09, 2024
SELL
$93.63 - $99.69 $18,726 - $19,938
-200 Closed
0 $0
Q1 2022

Jan 09, 2024
BUY
$106.1 - $113.3 $21,220 - $22,660
200 New
200 $21.4 Million

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

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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