Valeo Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 59,911 shares of AGG stock, worth $5.99 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
59,911
Previous 54,633 9.66%
Holding current value
$5.99 Million
Previous $5.42 Million 10.83%
% of portfolio
0.14%
Previous 0.13%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$97.75 - $100.75 $515,924 - $531,758
5,278 Added 9.66%
59,911 $6.01 Million
Q2 2025

Jul 22, 2025
BUY
$96.84 - $99.46 $10,652 - $10,940
110 Added 0.2%
54,633 $5.42 Million
Q1 2025

Apr 30, 2025
SELL
$95.85 - $99.25 $541,456 - $560,663
-5,649 Reduced 9.39%
54,523 $5.39 Million
Q4 2024

Jan 30, 2025
BUY
$96.64 - $101.23 $247,495 - $259,250
2,561 Added 4.45%
60,172 $5.83 Million
Q3 2024

Oct 10, 2024
SELL
$96.25 - $101.98 $75,075 - $79,544
-780 Reduced 1.34%
57,611 $5.83 Million
Q2 2024

Jul 10, 2024
BUY
$95.11 - $97.92 $1.23 Million - $1.26 Million
12,895 Added 28.34%
58,391 $5.67 Million
Q1 2024

Apr 25, 2024
SELL
$96.75 - $99.37 $13,158 - $13,514
-136 Reduced 0.3%
45,496 $4.46 Million
Q1 2024

Apr 19, 2024
BUY
$96.75 - $99.37 $636,131 - $653,357
6,575 Added 16.83%
45,632 $4.47 Million
Q4 2023

Jan 29, 2024
BUY
$91.67 - $99.66 $2.42 Million - $2.64 Million
26,453 Added 209.88%
39,057 $3.88 Million
Q3 2023

Oct 19, 2023
BUY
$93.85 - $98.43 $76,581 - $80,318
816 Added 6.92%
12,604 $1.19 Million
Q2 2023

Jul 14, 2023
SELL
$97.49 - $100.53 $664,394 - $685,111
-6,815 Reduced 36.63%
11,788 $1.15 Million
Q1 2023

Apr 17, 2023
SELL
$96.32 - $100.79 $17,530 - $18,343
-182 Reduced 0.97%
18,603 $1.85 Million
Q4 2022

Feb 09, 2023
BUY
$93.63 - $99.69 $102,712 - $109,359
1,097 Added 6.2%
18,785 $1.82 Million
Q3 2022

Oct 31, 2022
BUY
$95.54 - $104.23 $1.17 Million - $1.27 Million
12,195 Added 222.01%
17,688 $1.7 Million
Q2 2022

Aug 03, 2022
SELL
$99.01 - $106.84 $24,257 - $26,175
-245 Reduced 4.27%
5,493 $558,000
Q1 2022

Apr 28, 2022
BUY
$106.1 - $113.3 $1,273 - $1,359
12 Added 0.21%
5,738 $614,000
Q4 2021

Jan 07, 2022
SELL
$113.45 - $115.33 $30,518 - $31,023
-269 Reduced 4.49%
5,726 $653,000
Q3 2021

Nov 02, 2021
BUY
$114.77 - $116.58 $199,585 - $202,732
1,739 Added 40.86%
5,995 $688,000
Q2 2021

Jul 22, 2021
SELL
$113.78 - $115.33 $28.5 Million - $28.9 Million
-250,716 Reduced 98.33%
4,256 $491,000
Q1 2021

Apr 12, 2021
SELL
$113.42 - $118.04 $4,763 - $4,957
-42 Reduced 0.02%
254,972 $29 Million
Q4 2020

Feb 11, 2021
BUY
$117.06 - $118.42 $29.5 Million - $29.8 Million
251,641 Added 7460.45%
255,014 $30.1 Million
Q3 2020

Oct 28, 2020
SELL
$117.95 - $119.63 $419,666 - $425,643
-3,558 Reduced 51.33%
3,373 $398,000
Q2 2020

Jul 20, 2020
SELL
$114.73 - $118.21 $10,669 - $10,993
-93 Reduced 1.32%
6,931 $819,000
Q1 2020

Apr 13, 2020
SELL
$106.57 - $117.86 $83,764 - $92,637
-786 Reduced 10.06%
7,024 $823,000
Q4 2019

Jan 24, 2020
BUY
$111.81 - $113.82 $141,886 - $144,437
1,269 Added 19.4%
7,810 $878,000
Q3 2019

Oct 15, 2019
BUY
$111.75 - $113.28 $84,706 - $85,866
758 Added 13.11%
6,541 $740,000
Q2 2019

Jul 10, 2019
BUY
N/A
1,837 Added 46.55%
5,783 $644,000
Q1 2019

Apr 12, 2019
SELL
N/A
-351 Reduced 8.17%
3,946 $430,000
Q4 2018

Jan 30, 2019
BUY
N/A
2,310 Added 116.26%
4,297 $458,000
Q3 2018

Nov 01, 2018
SELL
N/A
-785 Reduced 28.32%
1,987 $208,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,043 Added 60.32%
2,772 $295,000
Q1 2018

Apr 12, 2018
SELL
N/A
-746 Reduced 30.14%
1,729 $185,000
Q4 2017

Feb 09, 2018
BUY
N/A
454 Added 22.46%
2,475 $271,000
Q3 2017

Nov 14, 2017
BUY
N/A
2,021
2,021 $221,000

Others Institutions Holding AGG

# of Institutions
2,226
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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