Ally Invest Advisors Inc. AGG Holdings History
Number of Shares
154,892.00
Current Holdings Value*
$15.32 Mil
% of Portfolio
1.31%
Total Estimate Gain
$96,490.50
% of Total Estimate Gain
0.64%
Ally Invest Advisors Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Ally Invest Advisors Inc. held 154,892.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $15.32 Mil. This investment constitutes 1.31% of their stock portfolio, and Ally Invest Advisors Inc. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q2. And since then Ally Invest Advisors Inc. has made 12 purchases of AGG, at an average price of $97.69, for a total of 154,892.00 shares. Based on historical transaction data and AGG's current price of $98.32, Ally Invest Advisors Inc.'s estimated gain on his AGG holdings is $96,490.50, reflecting a 0.64% gain to date.
Ally Invest Advisors Inc. AGG ($98.32) Holding Chart
Ally Invest Advisors Inc. AGG ($98.32) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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