A detailed history of Cic Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cic Wealth, LLC holds 8,170 shares of AGG stock, worth $789,548. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,170
Previous 7,797 4.78%
Holding current value
$789,548
Previous $757 Million 9.32%
% of portfolio
0.21%
Previous 0.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$96.25 - $101.98 $35,901 - $38,038
373 Added 4.78%
8,170 $827 Million
Q2 2024

Jul 12, 2024

BUY
$95.11 - $97.92 $34,429 - $35,447
362 Added 4.87%
7,797 $757 Million
Q1 2024

Apr 15, 2024

BUY
$96.75 - $99.37 $169,989 - $174,593
1,757 Added 30.94%
7,435 $728 Million
Q4 2023

Jan 11, 2024

BUY
$91.67 - $99.66 $17,875 - $19,433
195 Added 3.56%
5,678 $564 Million
Q3 2023

Oct 10, 2023

BUY
$93.85 - $98.43 $51,148 - $53,644
545 Added 11.04%
5,483 $516 Million
Q2 2023

Jul 19, 2023

BUY
$97.49 - $100.53 $8,189 - $8,444
84 Added 1.73%
4,938 $484 Million
Q1 2023

May 04, 2023

BUY
$96.32 - $100.79 $55,961 - $58,558
581 Added 13.6%
4,854 $484 Million
Q4 2022

Feb 15, 2023

BUY
$93.63 - $99.69 $400,080 - $425,975
4,273 New
4,273 $414 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Cic Wealth, LLC Portfolio

Follow Cic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cic Wealth, LLC with notifications on news.