Spectrum Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Spectrum Investment Advisors, Inc.

$150 Billion
Q4 2024

A detailed history of Spectrum Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 2,282 shares of AGG stock, worth $226,488. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,282

Previous 48,637 95.31%

Holding current value

$226,488

Previous $4.93 Billion 95.51%

% of portfolio

0.15%

Previous 3.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $4.48 Million - $4.69 Million	-46,355 Reduced 95.31%	2,282 $221 Million
Q3 2024 Nov 06, 2024	BUY	$96.25 - $101.98 $179,987 - $190,702	1,870 Added 4.0%	48,637 $4.93 Billion
Q2 2024 Jul 31, 2024	BUY	$95.11 - $97.92 $864,264 - $889,799	9,087 Added 24.12%	46,767 $4.54 Billion
Q1 2024 May 06, 2024	SELL	$96.75 - $99.37 $261,225 - $268,299	-2,700 Reduced 6.69%	37,680 $3.69 Billion
Q4 2023 Feb 07, 2024	BUY	$91.67 - $99.66 $3.7 Million - $4.02 Million	40,380 New	40,380 $4.01 Billion

Others Institutions Holding AGG

# of Institutions

2,117

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Spectrum Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History