A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 565,294 shares of AGG stock, worth $54.8 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
565,294
Previous 564,936 0.06%
Holding current value
$54.8 Million
Previous $54.8 Million 4.39%
% of portfolio
3.85%
Previous 4.33%

Shares

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

Oct 25, 2024

BUY
$96.25 - $101.98 $34,457 - $36,508
358 Added 0.06%
565,294 $57.2 Million
Q2 2024

Jul 15, 2024

BUY
$95.11 - $97.92 $840,391 - $865,221
8,836 Added 1.59%
564,936 $54.8 Million
Q1 2024

Apr 30, 2024

BUY
$96.75 - $99.37 $4.53 Million - $4.65 Million
46,790 Added 9.19%
556,100 $54.5 Million
Q4 2023

Feb 07, 2024

BUY
$91.67 - $99.66 $5.19 Million - $5.65 Million
56,666 Added 12.52%
509,310 $50.5 Million
Q3 2023

Nov 02, 2023

SELL
$93.85 - $98.43 $7.96 Million - $8.35 Million
-84,826 Reduced 15.78%
452,644 $42.6 Million
Q2 2023

Aug 07, 2023

BUY
$97.49 - $100.53 $2.59 Million - $2.67 Million
26,530 Added 5.19%
537,470 $52.6 Million
Q1 2023

Apr 19, 2023

BUY
$96.32 - $100.79 $1.02 Million - $1.07 Million
10,620 Added 2.12%
510,940 $50.9 Million
Q4 2022

Feb 13, 2023

BUY
$93.63 - $99.69 $2.48 Million - $2.65 Million
26,536 Added 5.6%
500,320 $48.5 Million
Q3 2022

Oct 21, 2022

BUY
$95.54 - $104.23 $180,379 - $196,786
1,888 Added 0.4%
473,784 $45.6 Million
Q2 2022

Aug 02, 2022

BUY
$99.01 - $106.84 $589,208 - $635,804
5,951 Added 1.28%
471,896 $48 Million
Q1 2022

May 02, 2022

SELL
$106.1 - $113.3 $2.8 Million - $2.98 Million
-26,344 Reduced 5.35%
465,945 $49.9 Million
Q4 2021

Feb 03, 2022

BUY
$113.45 - $115.33 $2.93 Million - $2.98 Million
25,805 Added 5.53%
492,289 $56.2 Million
Q3 2021

Nov 09, 2021

BUY
$114.77 - $116.58 $17.3 Million - $17.6 Million
151,095 Added 47.91%
466,484 $53.6 Million
Q2 2021

Aug 04, 2021

BUY
$113.78 - $115.33 $2.26 Million - $2.3 Million
19,901 Added 6.73%
315,389 $36.4 Million
Q1 2021

Apr 28, 2021

BUY
$113.42 - $118.04 $2.13 Million - $2.22 Million
18,805 Added 6.8%
295,488 $33.6 Million
Q4 2020

Feb 01, 2021

BUY
$117.06 - $118.42 $1.74 Million - $1.76 Million
14,884 Added 5.69%
276,683 $32.7 Million
Q3 2020

Oct 28, 2020

BUY
$117.95 - $119.63 $2.06 Million - $2.09 Million
17,488 Added 7.16%
261,799 $30.9 Million
Q2 2020

Aug 05, 2020

BUY
$114.73 - $118.21 $4.07 Million - $4.2 Million
35,490 Added 17.0%
244,311 $28.9 Million
Q1 2020

Apr 29, 2020

SELL
$106.57 - $117.86 $241,381 - $266,952
-2,265 Reduced 1.07%
208,821 $24.1 Million
Q4 2019

Feb 03, 2020

BUY
$111.81 - $113.82 $2 Million - $2.03 Million
17,843 Added 9.23%
211,086 $23.7 Million
Q3 2019

Oct 31, 2019

SELL
$111.75 - $113.28 $26,149 - $26,507
-234 Reduced 0.12%
193,243 $21.9 Million
Q2 2019

Aug 06, 2019

BUY
N/A
11,496 Added 6.32%
193,477 $21.5 Million
Q1 2019

Apr 23, 2019

BUY
N/A
3,187 Added 1.78%
181,981 $19.8 Million
Q4 2018

Jan 28, 2019

SELL
N/A
-4,690 Reduced 2.56%
178,794 $19 Million
Q3 2018

Nov 09, 2018

BUY
N/A
18,264 Added 11.05%
183,484 $19.4 Million
Q2 2018

Jul 26, 2018

BUY
N/A
6,849 Added 4.32%
165,220 $17.6 Million
Q1 2018

Apr 26, 2018

SELL
N/A
-14,006 Reduced 8.13%
158,371 $17 Million
Q4 2017

Jan 31, 2018

BUY
N/A
6,447 Added 3.89%
172,377 $18.8 Million
Q3 2017

Oct 20, 2017

BUY
N/A
165,930
165,930 $18.2 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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