Geo Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Geo Wealth Management, LLC holds 12,454 shares of AGG stock, worth $1.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,454
Previous 65,496 80.99%
Holding current value
$1.22 Million
Previous $6.63 Million 81.82%
% of portfolio
0.04%
Previous 0.24%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$96.64 - $101.23 $5.13 Million - $5.37 Million
-53,042 Reduced 80.99%
12,454 $1.21 Million
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $5.33 Million - $5.65 Million
55,407 Added 549.18%
65,496 $6.63 Million
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $107,188 - $110,355
-1,127 Reduced 10.05%
10,089 $979,000
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $1.09 Million - $1.11 Million
-11,216 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $490,812 - $504,104
-5,073 Reduced 31.14%
11,216 $1.1 Million
Q4 2023

Feb 13, 2024
SELL
$91.67 - $99.66 $140,255 - $152,479
-1,530 Reduced 8.59%
16,289 $1.62 Million
Q3 2023

Nov 13, 2023
SELL
$93.85 - $98.43 $631,798 - $662,630
-6,732 Reduced 27.42%
17,819 $1.68 Million
Q2 2023

Aug 10, 2023
BUY
$97.49 - $100.53 $2.37 Million - $2.45 Million
24,335 Added 11266.2%
24,551 $2.4 Million
Q1 2023

May 12, 2023
BUY
$96.32 - $100.79 $20,805 - $21,770
216 New
216 $22,000
Q1 2021

May 13, 2021
SELL
$113.42 - $118.04 $754,016 - $784,729
-6,648 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $65,553 - $66,315
560 Added 9.2%
6,648 $787,000
Q3 2020

Nov 13, 2020
SELL
$117.95 - $119.63 $523,226 - $530,678
-4,436 Reduced 42.15%
6,088 $720,000
Q2 2020

Aug 14, 2020
BUY
$114.73 - $118.21 $1.21 Million - $1.24 Million
10,524 New
10,524 $1.24 Million
Q1 2020

May 13, 2020
SELL
$106.57 - $117.86 $281,131 - $310,914
-2,638 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$111.81 - $113.82 $888,106 - $904,072
-7,943 Reduced 75.07%
2,638 $296,000
Q3 2019

Nov 14, 2019
BUY
$111.75 - $113.28 $869,750 - $881,658
7,783 Added 278.16%
10,581 $1.2 Million
Q2 2019

Aug 13, 2019
BUY
N/A
2,798 New
2,798 $312,000

Others Institutions Holding AGG

# of Institutions
2,095
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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