Moss Adams Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 21,811 shares of AGG stock, worth $2.13 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

21,811

Previous 23,523 7.28%

Holding current value

$2.13 Million

Previous $2.38 Billion 11.28%

% of portfolio

0.22%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$96.64 - $101.23 $165,447 - $173,305	-1,712 Reduced 7.28%	21,811 $2.11 Billion
Q3 2024 Oct 17, 2024	BUY	$96.25 - $101.98 $25,313 - $26,820	263 Added 1.13%	23,523 $2.38 Billion
Q2 2024 Jul 23, 2024	SELL	$95.11 - $97.92 $103,574 - $106,634	-1,089 Reduced 4.47%	23,260 $2.26 Billion
Q1 2024 May 07, 2024	SELL	$96.75 - $99.37 $1.03 Million - $1.06 Million	-10,673 Reduced 30.48%	24,349 $2.38 Billion
Q4 2023 Feb 06, 2024	BUY	$91.67 - $99.66 $3.14 Million - $3.42 Million	34,271 Added 4563.38%	35,022 $3.48 Billion
Q3 2023 Dec 20, 2023	SELL	$93.85 - $98.43 $798,757 - $837,737	-8,511 Reduced 91.89%	751 $70.6 Million
Q2 2023 Dec 20, 2023	BUY	$97.49 - $100.53 $78,284 - $80,725	803 Added 9.49%	9,262 $907 Million
Q1 2023 Dec 20, 2023	SELL	$96.32 - $100.79 $9.01 Million - $9.43 Million	-93,559 Reduced 91.71%	8,459 $843 Million
Q4 2022 Dec 20, 2023	BUY	$93.63 - $99.69 $9.55 Million - $10.2 Million	102,018 New	102,018 $9.89 Billion

Others Institutions Holding AGG

# of Institutions

2,037

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Moss Adams Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History