Strategic Financial Concepts, LLC Ishares Core U.S. Aggregate Bo Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,686,785 shares of AGG stock, worth $165 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

1,686,785

Previous 16,267 10269.37%

Holding current value

$165 Million

Previous $1.65 Billion 300.14%

% of portfolio

1.2%

Previous 0.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$96.64 - $101.23 $156 Million - $164 Million	-1,618,759 Reduced 95.97%	68,026 $6.59 Billion
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $161 Million - $169 Million	1,670,518 Added 10269.37%	1,686,785 $6.59 Billion
Q3 2024 Nov 12, 2024	SELL	$96.25 - $101.98 $179 Million - $190 Million	-1,863,969 Reduced 99.13%	16,267 $1.65 Billion
Q2 2024 Aug 06, 2024	BUY	$95.11 - $97.92 $171 Million - $176 Million	1,800,240 Added 2250.41%	1,880,236 $4.92 Billion
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $1.97 Million - $2.03 Million	20,408 Added 34.25%	79,996 $7.83 Billion
Q4 2023 Jan 18, 2024	SELL	$91.67 - $99.66 $1.29 Million - $1.4 Million	-14,096 Reduced 19.13%	59,588 $5.91 Billion
Q3 2023 Nov 07, 2023	BUY	$93.85 - $98.43 $1.59 Million - $1.66 Million	16,894 Added 29.75%	73,684 $6.93 Billion
Q2 2023 Sep 06, 2023	BUY	$97.49 - $100.53 $1.43 Million - $1.47 Million	14,655 Added 34.78%	56,790 $5.56 Billion
Q1 2023 Sep 06, 2023	BUY	$96.32 - $100.79 $4.06 Million - $4.25 Million	42,135 New	42,135 $4.2 Billion

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Strategic Financial Concepts, LLC Ishares Core U.S. Aggregate Bo Transaction History