Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 6,497 shares of AGG stock, worth $623,322. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,497
Previous 5,596 16.1%
Holding current value
$623,322
Previous $543,000 20.99%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024
BUY
$96.25 - $101.98 $86,721 - $91,883
901 Added 16.1%
6,497 $657,000
Q2 2024

Aug 09, 2024
BUY
$95.11 - $97.92 $27,296 - $28,103
287 Added 5.41%
5,596 $543,000
Q1 2024

May 06, 2024
SELL
$96.75 - $99.37 $110,391 - $113,381
-1,141 Reduced 17.69%
5,309 $519,000
Q4 2023

Feb 06, 2024
SELL
$91.67 - $99.66 $40,334 - $43,850
-440 Reduced 6.39%
6,450 $640,000
Q3 2023

Nov 02, 2023
SELL
$93.85 - $98.43 $67,478 - $70,771
-719 Reduced 9.45%
6,890 $647,000
Q2 2023

Aug 11, 2023
SELL
$97.49 - $100.53 $4,679 - $4,825
-48 Reduced 0.63%
7,609 $745,000
Q1 2023

May 09, 2023
SELL
$96.32 - $100.79 $108,841 - $113,892
-1,130 Reduced 12.86%
7,657 $762,000
Q4 2022

Feb 07, 2023
SELL
$93.63 - $99.69 $461,876 - $491,770
-4,933 Reduced 35.95%
8,787 $852,000
Q3 2022

Nov 02, 2022
BUY
$95.54 - $104.23 $670,786 - $731,798
7,021 Added 104.81%
13,720 $1.32 Million
Q2 2022

Aug 02, 2022
BUY
$99.01 - $106.84 $10,792 - $11,645
109 Added 1.65%
6,699 $681,000
Q1 2022

May 13, 2022
BUY
$106.1 - $113.3 $414,426 - $442,549
3,906 Added 145.53%
6,590 $705,000
Q4 2021

Feb 14, 2022
SELL
$113.45 - $115.33 $3,857 - $3,921
-34 Reduced 1.25%
2,684 $306,000
Q3 2021

Nov 02, 2021
SELL
$114.77 - $116.58 $81,601 - $82,888
-711 Reduced 20.73%
2,718 $312,000
Q2 2021

Aug 12, 2021
BUY
$113.78 - $115.33 $67,016 - $67,929
589 Added 20.74%
3,429 $395,000
Q1 2021

May 17, 2021
SELL
$113.42 - $118.04 $89,148 - $92,779
-786 Reduced 21.68%
2,840 $323,000
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $42,024 - $42,512
359 Added 10.99%
3,626 $429,000
Q3 2020

Nov 12, 2020
SELL
$117.95 - $119.63 $37,508 - $38,042
-318 Reduced 8.87%
3,267 $386,000
Q2 2020

Aug 12, 2020
SELL
$114.73 - $118.21 $493,453 - $508,421
-4,301 Reduced 54.54%
3,585 $424,000
Q1 2020

May 11, 2020
BUY
$106.57 - $117.86 $31,438 - $34,768
295 Added 3.89%
7,886 $910,000
Q4 2019

Feb 13, 2020
SELL
$111.81 - $113.82 $66,862 - $68,064
-598 Reduced 7.3%
7,591 $853,000
Q3 2019

Nov 13, 2019
BUY
$111.75 - $113.28 $308,765 - $312,992
2,763 Added 50.92%
8,189 $927,000
Q2 2019

Aug 12, 2019
SELL
N/A
-218 Reduced 3.86%
5,426 $604,000
Q1 2019

May 13, 2019
SELL
N/A
-1,708 Reduced 23.23%
5,644 $616,000
Q4 2018

Feb 13, 2019
BUY
N/A
944 Added 14.73%
7,352 $783,000
Q3 2018

Nov 13, 2018
SELL
N/A
-190 Reduced 2.88%
6,408 $676,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,010 Reduced 13.28%
6,598 $701,000
Q1 2018

May 14, 2018
BUY
N/A
5,164 Added 211.29%
7,608 $816,000
Q1 2018

May 14, 2018
SELL
N/A
-6,536 Reduced 72.78%
2,444 $816,000
Q4 2017

Feb 12, 2018
SELL
N/A
-952 Reduced 9.59%
8,980 $982,000
Q3 2017

Nov 13, 2017
SELL
N/A
-735 Reduced 6.89%
9,932 $1.09 Million
Q2 2017

Aug 10, 2017
BUY
N/A
10,667
10,667 $1.17 Million

Others Institutions Holding AGG

# of Institutions
1,969
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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