Archvest Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Archvest Wealth Advisors, Inc.

$137 Million
Q4 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 249,629 shares of AGG stock, worth $24.5 Million. This represents 17.63% of its overall portfolio holdings.

Number of Shares

249,629

Previous 393,873 36.62%

Holding current value

$24.5 Million

Previous $39.9 Million 39.36%

% of portfolio

17.63%

Previous 24.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $13.9 Million - $14.6 Million	-144,244 Reduced 36.62%	249,629 $24.2 Million
Q3 2024 Nov 04, 2024	BUY	$96.25 - $101.98 $4.63 Million - $4.9 Million	48,066 Added 13.9%	393,873 $39.9 Million
Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $2.11 Million - $2.17 Million	22,197 Added 6.86%	345,807 $33.6 Million
Q1 2024 Apr 29, 2024	BUY	$96.75 - $99.37 $2.19 Million - $2.25 Million	22,639 Added 7.52%	323,610 $31.7 Million
Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $6.35 Million - $6.91 Million	69,322 Added 29.93%	300,971 $29.9 Million
Q3 2023 Nov 07, 2023	BUY	$93.85 - $98.43 $3.16 Million - $3.31 Million	33,653 Added 17.0%	231,649 $21.8 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $2.73 Million - $2.82 Million	28,036 Added 16.5%	197,996 $19.4 Million
Q1 2023 May 02, 2023	BUY	$96.32 - $100.79 $961,080 - $1.01 Million	9,978 Added 6.24%	169,960 $16.9 Million
Q4 2022 Feb 03, 2023	SELL	$93.63 - $99.69 $210,667 - $224,302	-2,250 Reduced 1.39%	159,982 $15.5 Million
Q3 2022 Nov 09, 2022	BUY	$95.54 - $104.23 $118,087 - $128,828	1,236 Added 0.77%	162,232 $15.6 Million
Q2 2022 Jul 26, 2022	SELL	$99.01 - $106.84 $140,594 - $151,712	-1,420 Reduced 0.87%	160,996 $16.4 Million
Q1 2022 May 03, 2022	SELL	$106.1 - $113.3 $305,886 - $326,643	-2,883 Reduced 1.74%	162,416 $17.4 Million
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $18.8 Million - $19.1 Million	165,299 New	165,299 $18.9 Million

Others Institutions Holding AGG

# of Institutions

2,123

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Archvest Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History