Valley Forge Investment Consultants Inc Adv Ishares Core U.S. Aggregate Bo Transaction History

Valley Forge Investment Consultants Inc Adv

  • $285 Million
  • Q3 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 8,372 shares of AGG stock, worth $812,167. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,372
Previous 7,969 5.06%
Holding current value
$812,167
Previous $773,000 9.57%
% of portfolio
0.3%
Previous 0.29%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $38,788 - $41,097
403 Added 5.06%
8,372 $847,000
Q2 2024

Aug 09, 2024
BUY
$95.11 - $97.92 $6,087 - $6,266
64 Added 0.81%
7,969 $773,000
Q1 2024

Apr 30, 2024
BUY
$96.75 - $99.37 $108,166 - $111,095
1,118 Added 16.47%
7,905 $774,000
Q4 2023

Feb 09, 2024
SELL
$91.67 - $99.66 $128,796 - $140,022
-1,405 Reduced 17.15%
6,787 $673,000
Q3 2023

Nov 09, 2023
BUY
$93.85 - $98.43 $70,199 - $73,625
748 Added 10.05%
8,192 $770,000
Q2 2023

Aug 01, 2023
BUY
$97.49 - $100.53 $31,294 - $32,270
321 Added 4.51%
7,444 $729,000
Q1 2023

May 08, 2023
SELL
$96.32 - $100.79 $132,343 - $138,485
-1,374 Reduced 16.17%
7,123 $709,000
Q4 2022

Feb 14, 2023
SELL
$93.63 - $99.69 $766,923 - $816,560
-8,191 Reduced 49.08%
8,497 $824,000
Q3 2022

Nov 10, 2022
SELL
$95.54 - $104.23 $143,501 - $156,553
-1,502 Reduced 8.26%
16,688 $1.61 Million
Q2 2022

Aug 03, 2022
SELL
$99.01 - $106.84 $20,495 - $22,115
-207 Reduced 1.13%
18,190 $1.85 Million
Q1 2022

May 06, 2022
SELL
$106.1 - $113.3 $77,665 - $82,935
-732 Reduced 3.83%
18,397 $1.97 Million
Q4 2021

Feb 10, 2022
SELL
$113.45 - $115.33 $984,065 - $1 Million
-8,674 Reduced 31.2%
19,129 $2.18 Million
Q3 2021

Nov 05, 2021
SELL
$114.77 - $116.58 $4,590 - $4,663
-40 Reduced 0.14%
27,803 $3.21 Million
Q3 2021

Nov 05, 2021
BUY
$114.77 - $116.58 $4,590 - $4,663
40 Added 0.14%
27,843 $3.2 Million
Q2 2021

Aug 10, 2021
BUY
$113.78 - $115.33 $12,174 - $12,340
107 Added 0.39%
27,803 $3.21 Million
Q1 2021

May 04, 2021
BUY
$113.42 - $118.04 $8,846 - $9,207
78 Added 0.28%
27,696 $3.15 Million
Q4 2020

Feb 04, 2021
BUY
$117.06 - $118.42 $3.23 Million - $3.27 Million
27,618 New
27,618 $3.26 Million

Others Institutions Holding AGG

# of Institutions
1,988
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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