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

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 4,452 shares of AGG stock, worth $439,545. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,452

Previous 5,574 20.13%

Holding current value

$439,545

Previous $564,000 23.58%

% of portfolio

0.06%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$96.64 - $101.23 $108,430 - $113,580	-1,122 Reduced 20.13%	4,452 $431,000
Q3 2024 Nov 12, 2024	SELL	$96.25 - $101.98 $16,362 - $17,336	-170 Reduced 2.96%	5,574 $564,000
Q2 2024 Aug 07, 2024	SELL	$95.11 - $97.92 $192,407 - $198,092	-2,023 Reduced 26.05%	5,744 $557,000
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $26,703 - $27,426	276 Added 3.68%	7,767 $760,000
Q4 2023 Feb 05, 2024	SELL	$91.67 - $99.66 $103,128 - $112,117	-1,125 Reduced 13.06%	7,491 $743,000
Q3 2023 Nov 03, 2023	BUY	$93.85 - $98.43 $292,999 - $307,298	3,122 Added 56.83%	8,616 $810,000
Q2 2023 Aug 11, 2023	BUY	$97.49 - $100.53 $7,116 - $7,338	73 Added 1.35%	5,494 $538,000
Q1 2023 May 02, 2023	SELL	$96.32 - $100.79 $141,301 - $147,858	-1,467 Reduced 21.3%	5,421 $540,000
Q4 2022 Jan 19, 2023	BUY	$93.63 - $99.69 $20,598 - $21,931	220 Added 3.3%	6,888 $0
Q3 2022 Nov 04, 2022	SELL	$95.54 - $104.23 $28,853 - $31,477	-302 Reduced 4.33%	6,668 $642,000
Q2 2022 Aug 08, 2022	BUY	$99.01 - $106.84 $262,772 - $283,553	2,654 Added 61.49%	6,970 $709,000
Q1 2022 Apr 27, 2022	SELL	$106.1 - $113.3 $132,837 - $141,851	-1,252 Reduced 22.49%	4,316 $462,000
Q4 2021 Feb 03, 2022	SELL	$113.45 - $115.33 $65,006 - $66,084	-573 Reduced 9.33%	5,568 $635,000
Q2 2021 Jul 27, 2021	BUY	$113.78 - $115.33 $694,854 - $704,320	6,107 Added 17961.76%	6,141 $708,000
Q1 2021 Apr 23, 2021	BUY	$113.42 - $118.04 $3,856 - $4,013	34 New	34 $4,000

Others Institutions Holding AGG

# of Institutions

2,127

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

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Account

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