A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,248 shares of AGG stock, worth $410,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,248
Holding current value
$410,526
% of portfolio
0.01%

Shares

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

Nov 14, 2024

SELL
$96.25 - $101.98 $77,096 - $81,685
-801 Reduced 18.86%
3,447 $349,000
Q3 2024

Nov 12, 2024

BUY
$96.25 - $101.98 $408,870 - $433,211
4,248 New
4,248 $430,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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