Patriot Financial Group Insurance Agency, LLC Ishares Core U.S. Aggregate Bo Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 31,723 shares of AGG stock, worth $3.09 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
31,723
Previous 27,194 16.65%
Holding current value
$3.09 Million
Previous $2.75 Million 11.62%
% of portfolio
0.44%
Previous 0.38%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$96.64 - $101.23 $437,682 - $458,470
4,529 Added 16.65%
31,723 $3.07 Million
Q3 2024

Oct 24, 2024
BUY
$96.25 - $101.98 $166,897 - $176,833
1,734 Added 6.81%
27,194 $2.75 Million
Q2 2024

Jul 26, 2024
SELL
$95.11 - $97.92 $53,832 - $55,422
-566 Reduced 2.17%
25,460 $2.47 Million
Q1 2024

Apr 30, 2024
SELL
$96.75 - $99.37 $59,404 - $61,013
-614 Reduced 2.3%
26,026 $2.55 Million
Q4 2023

Jan 19, 2024
SELL
$91.67 - $99.66 $201,582 - $219,152
-2,199 Reduced 7.63%
26,640 $2.64 Million
Q3 2023

Oct 19, 2023
BUY
$93.85 - $98.43 $165,926 - $174,024
1,768 Added 6.53%
28,839 $2.71 Million
Q2 2023

Jul 17, 2023
BUY
$97.49 - $100.53 $137,753 - $142,048
1,413 Added 5.51%
27,071 $2.65 Million
Q1 2023

Apr 20, 2023
BUY
$96.32 - $100.79 $202,079 - $211,457
2,098 Added 8.9%
25,658 $2.56 Million
Q4 2022

Jan 17, 2023
BUY
$93.63 - $99.69 $218,064 - $232,178
2,329 Added 10.97%
23,560 $0
Q3 2022

Oct 31, 2022
BUY
$95.54 - $104.23 $432,031 - $471,328
4,522 Added 27.06%
21,231 $2.05 Million
Q2 2022

Jul 29, 2022
SELL
$99.01 - $106.84 $385,049 - $415,500
-3,889 Reduced 18.88%
16,709 $1.7 Million
Q1 2022

May 11, 2022
BUY
$106.1 - $113.3 $312,358 - $333,555
2,944 Added 16.68%
20,598 $2.21 Million
Q4 2021

Jan 10, 2022
BUY
$113.45 - $115.33 $544,333 - $553,353
4,798 Added 37.32%
17,654 $2.01 Million
Q3 2021

Nov 24, 2021
BUY
$114.77 - $116.58 $212,209 - $215,556
1,849 Added 16.8%
12,856 $1.48 Million
Q2 2021

Jul 30, 2021
BUY
$113.78 - $115.33 $160,202 - $162,384
1,408 Added 14.67%
11,007 $1.27 Million
Q1 2021

Apr 29, 2021
BUY
$113.42 - $118.04 $44,233 - $46,035
390 Added 4.23%
9,599 $1.09 Million
Q4 2020

Jan 15, 2021
SELL
$117.06 - $118.42 $152,997 - $154,774
-1,307 Reduced 12.43%
9,209 $1.09 Million
Q3 2020

Oct 21, 2020
BUY
$117.95 - $119.63 $88,580 - $89,842
751 Added 7.69%
10,516 $1.24 Million
Q2 2020

Jul 10, 2020
BUY
$114.73 - $118.21 $17,553 - $18,086
153 Added 1.59%
9,765 $1.15 Million
Q1 2020

Apr 15, 2020
SELL
$106.57 - $117.86 $3.12 Million - $3.45 Million
-29,236 Reduced 75.26%
9,612 $1.11 Million
Q4 2019

Jan 22, 2020
BUY
$111.81 - $113.82 $10,398 - $10,585
93 Added 0.24%
38,848 $4.37 Million
Q3 2019

Oct 25, 2019
BUY
$111.75 - $113.28 $1.81 Million - $1.84 Million
16,204 Added 71.85%
38,755 $4.39 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-712 Reduced 3.06%
22,551 $2.51 Million
Q1 2019

Apr 29, 2019
BUY
N/A
4,751 Added 25.66%
23,263 $2.54 Million
Q4 2018

Feb 04, 2019
BUY
N/A
1,396 Added 8.16%
18,512 $1.97 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-1,718 Reduced 9.12%
17,116 $1.81 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,587 Added 23.53%
18,834 $2 Million
Q1 2018

May 14, 2018
BUY
N/A
8,366 Added 121.58%
15,247 $1.63 Million
Q4 2017

Feb 14, 2018
BUY
N/A
6,043 Added 721.12%
6,881 $752,000
Q3 2017

Oct 26, 2017
SELL
N/A
-81 Reduced 8.81%
838 $92,000
Q2 2017

Aug 08, 2017
BUY
N/A
919
919 $100,000

Others Institutions Holding AGG

# of Institutions
2,046
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

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