A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 2,861 shares of AGG stock, worth $276,858. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,861
Holding current value
$276,858
% of portfolio
0.06%

Shares

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

Oct 31, 2024

BUY
$96.25 - $101.98 $275,371 - $291,764
2,861 New
2,861 $289,000
Q2 2023

Jul 21, 2023

BUY
$97.49 - $100.53 $199,269 - $205,483
2,044 New
2,044 $200,000
Q3 2022

Oct 28, 2022

SELL
$95.54 - $104.23 $179,997 - $196,369
-1,884 Reduced 47.14%
2,113 $204,000
Q2 2022

Aug 04, 2022

SELL
$99.01 - $106.84 $148,911 - $160,687
-1,504 Reduced 27.34%
3,997 $406,000
Q1 2022

May 03, 2022

SELL
$106.1 - $113.3 $290,820 - $310,555
-2,741 Reduced 33.26%
5,501 $589 Million
Q4 2021

Feb 11, 2022

BUY
$113.45 - $115.33 $207,046 - $210,477
1,825 Added 28.44%
8,242 $0
Q3 2021

Nov 04, 2021

BUY
$114.77 - $116.58 $182,025 - $184,895
1,586 Added 32.83%
6,417 $739,000
Q2 2021

Aug 10, 2021

SELL
$113.78 - $115.33 $1.85 Million - $1.88 Million
-16,281 Reduced 77.12%
4,831 $557,000
Q1 2021

Apr 13, 2021

BUY
$113.42 - $118.04 $2.39 Million - $2.49 Million
21,112 New
21,112 $598,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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