Surevest, LLC Ishares Core U.S. Aggregate Bo Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Surevest, LLC holds 150,531 shares of AGG stock, worth $15.1 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
150,531
Previous 153,357 1.84%
Holding current value
$15.1 Million
Previous $15.6 Million 7.0%
% of portfolio
3.95%
Previous 4.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$95.54 - $104.23 $269,996 - $294,553
-2,826 Reduced 1.84%
150,531 $14.5 Million
Q2 2022

Aug 15, 2022
BUY
$99.01 - $106.84 $568,119 - $613,047
5,738 Added 3.89%
153,357 $15.6 Million
Q1 2022

May 16, 2022
BUY
$106.1 - $113.3 $15.3 Million - $16.3 Million
144,152 Added 4157.83%
147,619 $15.8 Million
Q4 2021

Feb 11, 2022
BUY
$113.45 - $115.33 $393,331 - $399,849
3,467 New
3,467 $396,000
Q4 2019

Jan 14, 2020
SELL
$111.81 - $113.82 $269,126 - $273,964
-2,407 Closed
0 $0
Q3 2019

Oct 15, 2019
BUY
$111.75 - $113.28 $268,982 - $272,664
2,407 New
2,407 $272,000

Others Institutions Holding AGG

# of Institutions
2,228
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
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