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

Ars Wealth Advisors Group, LLC

$682 Million
Q1 2025

A detailed history of Ars Wealth Advisors Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 2,507 shares of AGG stock, worth $245,360. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,507

Previous 2,616 4.17%

Holding current value

$245,360

Previous $253,000 2.37%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$95.85 - $99.25 $10,447 - $10,818	-109 Reduced 4.17%	2,507 $247,000
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $5,315 - $5,567	55 Added 2.15%	2,616 $253,000
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $246,496 - $261,170	2,561 New	2,561 $259,000
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $216,875 - $236,602	2,270 New	2,270 $219,000
Q3 2022 Nov 08, 2022	SELL	$95.54 - $104.23 $235,028 - $256,405	-2,460 Closed	0 $219,000
Q2 2022 Aug 15, 2022	BUY	$99.01 - $106.84 $7,425 - $8,013	75 Added 3.14%	2,460 $250,000
Q4 2021 Feb 08, 2022	BUY	$113.45 - $115.33 $19,967 - $20,298	176 Added 7.97%	2,385 $272,000
Q3 2021 Oct 26, 2021	BUY	$114.77 - $116.58 $253,526 - $257,525	2,209 New	2,209 $254,000

Others Institutions Holding AGG

# of Institutions

2,142

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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