Aquire Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Aquire Wealth Advisors, LLC

$318 Million
Q3 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 114,195 shares of AGG stock, worth $11.1 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

114,195

Previous 109,015 4.75%

Holding current value

$11.1 Million

Previous $10.6 Million 9.28%

% of portfolio

3.63%

Previous 3.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$96.25 - $101.98 $498,575 - $528,256	5,180 Added 4.75%	114,195 $11.6 Million
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $801,777 - $825,465	8,430 Added 8.38%	109,015 $10.6 Million
Q1 2024 May 13, 2024	BUY	$96.75 - $99.37 $292,378 - $300,296	3,022 Added 3.1%	100,585 $9.85 Million
Q4 2023 Jan 11, 2024	BUY	$91.67 - $99.66 $383,913 - $417,376	4,188 Added 4.49%	97,563 $9.68 Million
Q3 2023 Oct 30, 2023	BUY	$93.85 - $98.43 $290,371 - $304,542	3,094 Added 3.43%	93,375 $8.78 Million
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $563,979 - $581,566	5,785 Added 6.85%	90,281 $8.84 Million
Q1 2023 May 01, 2023	BUY	$96.32 - $100.79 $1.08 Million - $1.13 Million	11,206 Added 15.29%	84,496 $8.42 Million
Q4 2022 Jan 20, 2023	BUY	$93.63 - $99.69 $784,713 - $835,501	8,381 Added 12.91%	73,290 $0
Q3 2022 Oct 18, 2022	BUY	$95.54 - $104.23 $314,231 - $342,812	3,289 Added 5.34%	64,909 $6.25 Million
Q2 2022 Jul 27, 2022	BUY	$99.01 - $106.84 $1.35 Million - $1.46 Million	13,678 Added 28.53%	61,620 $6.27 Million
Q1 2022 Apr 28, 2022	BUY	$106.1 - $113.3 $319,467 - $341,146	3,011 Added 6.7%	47,942 $5.14 Million
Q4 2021 Feb 09, 2022	BUY	$113.45 - $115.33 $5.1 Million - $5.18 Million	44,931 New	44,931 $5.13 Million

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aquire Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aquire Wealth Advisors, LLC with notifications on news.

Account

Aquire Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History