Souders Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

A detailed history of Souders Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Souders Financial Advisors holds 222,389 shares of AGG stock, worth $21.5 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

222,389

Previous 251,733 11.66%

Holding current value

$21.5 Million

Previous $24.4 Million 7.83%

% of portfolio

3.3%

Previous 3.83%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$96.25 - $101.98 $2.82 Million - $2.99 Million	-29,344 Reduced 11.66%	222,389 $22.5 Million
Q2 2024 Aug 28, 2024	BUY	$95.11 - $97.92 $711,042 - $732,049	7,476 Added 3.06%	251,733 $24.4 Million
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $1.92 Million - $1.97 Million	19,829 Added 8.84%	244,257 $23.9 Million
Q4 2023 Jan 24, 2024	BUY	$91.67 - $99.66 $12.1 Million - $13.2 Million	132,241 Added 143.45%	224,428 $22.3 Million
Q3 2023 Nov 06, 2023	BUY	$93.85 - $98.43 $631,516 - $662,335	6,729 Added 7.87%	92,187 $8.67 Million
Q2 2023 Aug 09, 2023	SELL	$97.49 - $100.53 $127,906 - $131,895	-1,312 Reduced 1.51%	85,458 $8.37 Million
Q1 2023 May 09, 2023	BUY	$96.32 - $100.79 $899,147 - $940,874	9,335 Added 12.06%	86,770 $8.65 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $879,841 - $936,786	9,397 Added 13.81%	77,435 $7.51 Million
Q3 2022 Nov 10, 2022	BUY	$95.54 - $104.23 $6.22 Million - $6.79 Million	65,125 Added 2235.67%	68,038 $6.56 Million
Q2 2022 Aug 05, 2022	SELL	$99.01 - $106.84 $11.8 Million - $12.7 Million	-119,109 Reduced 97.61%	2,913 $296,000
Q1 2022 May 04, 2022	BUY	$106.1 - $113.3 $593,205 - $633,460	5,591 Added 4.8%	122,022 $13.1 Million
Q4 2021 Feb 04, 2022	BUY	$113.45 - $115.33 $446,539 - $453,938	3,936 Added 3.5%	116,431 $13.3 Million
Q3 2021 Nov 03, 2021	BUY	$114.77 - $116.58 $224,260 - $227,797	1,954 Added 1.77%	112,495 $12.9 Million
Q2 2021 Aug 09, 2021	BUY	$113.78 - $115.33 $11.8 Million - $11.9 Million	103,517 Added 1473.76%	110,541 $12.7 Million
Q1 2021 May 13, 2021	BUY	$113.42 - $118.04 $796,662 - $829,112	7,024 New	7,024 $800,000

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Account

Souders Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History