Kowal Investment Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kowal Investment Group, LLC holds 61,526 shares of AGG stock, worth $6.15 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
61,526
Previous 52,699 16.75%
Holding current value
$6.15 Million
Previous $5.12 Million 21.8%
% of portfolio
1.16%
Previous 1.03%

Shares

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

Oct 16, 2024
BUY
$96.25 - $101.98 $849,598 - $900,177
8,827 Added 16.75%
61,526 $6.23 Million
Q2 2024

Aug 13, 2024
BUY
$95.11 - $97.92 $720,838 - $742,135
7,579 Added 16.8%
52,699 $5.12 Million
Q1 2024

Apr 18, 2024
BUY
$96.75 - $99.37 $1.19 Million - $1.23 Million
12,344 Added 37.66%
45,120 $4.42 Million
Q4 2023

Jan 22, 2024
SELL
$91.67 - $99.66 $85,528 - $92,982
-933 Reduced 2.77%
32,776 $3.25 Million
Q3 2023

Oct 25, 2023
BUY
$93.85 - $98.43 $266,815 - $279,836
2,843 Added 9.21%
33,709 $3.17 Million
Q2 2023

Jul 18, 2023
BUY
$97.49 - $100.53 $27,979 - $28,852
287 Added 0.94%
30,866 $3.02 Million
Q1 2023

Apr 21, 2023
BUY
$96.32 - $100.79 $749,369 - $784,146
7,780 Added 34.12%
30,579 $3.05 Million
Q4 2022

Jan 25, 2023
SELL
$93.63 - $99.69 $43,069 - $45,857
-460 Reduced 1.98%
22,799 $0
Q3 2022

Nov 09, 2022
BUY
$95.54 - $104.23 $566,265 - $617,771
5,927 Added 34.2%
23,259 $2.24 Million
Q2 2022

Aug 15, 2022
BUY
$99.01 - $106.84 $217,822 - $235,048
2,200 Added 14.54%
17,332 $1.76 Million
Q1 2022

Apr 15, 2022
BUY
$106.1 - $113.3 $686,679 - $733,277
6,472 Added 74.73%
15,132 $1.62 Million
Q4 2021

Feb 11, 2022
BUY
$113.45 - $115.33 $234,728 - $238,617
2,069 Added 31.39%
8,660 $988,000
Q3 2021

Nov 12, 2021
SELL
$114.77 - $116.58 $16,526 - $16,787
-144 Reduced 2.14%
6,591 $757,000
Q2 2021

Aug 12, 2021
BUY
$113.78 - $115.33 $312,895 - $317,157
2,750 Added 69.01%
6,735 $777,000
Q1 2021

May 12, 2021
BUY
$113.42 - $118.04 $187,823 - $195,474
1,656 Added 71.1%
3,985 $454,000
Q4 2020

Feb 19, 2021
BUY
$117.06 - $118.42 $272,632 - $275,800
2,329 New
2,329 $272,000

Others Institutions Holding AGG

# of Institutions
2,277
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email