Ironwood Wealth Management, Llc. Ishares Core U.S. Aggregate Bo Transaction History

Ironwood Wealth Management, Llc.

$323 Million
Q4 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 167 shares of AGG stock, worth $16,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares

167

Previous 3,490 95.21%

Holding current value

$16,499

Previous $353,000 95.47%

% of portfolio

0.0%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $321,134 - $336,387	-3,323 Reduced 95.21%	167 $16,000
Q3 2024 Oct 08, 2024	SELL	$96.25 - $101.98 $161,988 - $171,632	-1,683 Reduced 32.53%	3,490 $353,000
Q2 2024 Aug 08, 2024	BUY	$95.11 - $97.92 $3,519 - $3,623	37 Added 0.72%	5,173 $502,000
Q1 2024 Apr 17, 2024	SELL	$96.75 - $99.37 $1,354 - $1,391	-14 Reduced 0.27%	5,136 $503,000
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $23,559 - $25,612	257 Added 5.25%	5,150 $511,000
Q3 2023 Oct 26, 2023	BUY	$93.85 - $98.43 $12,951 - $13,583	138 Added 2.9%	4,893 $460,000
Q2 2023 Aug 07, 2023	BUY	$97.49 - $100.53 $194 - $201	2 Added 0.04%	4,755 $465,000
Q1 2023 Apr 27, 2023	BUY	$96.32 - $100.79 $16,085 - $16,831	167 Added 3.64%	4,753 $473,000
Q4 2022 Feb 14, 2023	SELL	$93.63 - $99.69 $2,621 - $2,791	-28 Reduced 0.61%	4,586 $444,000
Q2 2022 Jul 22, 2022	SELL	$99.01 - $106.84 $1,881 - $2,029	-19 Reduced 0.41%	4,614 $469,000
Q1 2022 May 12, 2022	SELL	$106.1 - $113.3 $12,201 - $13,029	-115 Reduced 2.42%	4,633 $496,000
Q4 2021 Feb 01, 2022	BUY	$113.45 - $115.33 $14,294 - $14,531	126 Added 2.73%	4,748 $542,000
Q2 2021 Jul 28, 2021	BUY	$113.78 - $115.33 $25,145 - $25,487	221 Added 5.02%	4,622 $533,000
Q4 2020 Feb 10, 2021	BUY	$117.06 - $118.42 $18,261 - $18,473	156 Added 3.67%	4,401 $520,000
Q2 2020 Jul 28, 2020	BUY	$114.73 - $118.21 $468,672 - $482,887	4,085 Added 2553.13%	4,245 $502,000
Q1 2020 May 15, 2020	SELL	$106.57 - $117.86 $52,112 - $57,633	-489 Reduced 75.35%	160 $18,000
Q4 2019 Feb 20, 2020	SELL	$111.81 - $113.82 $53,556 - $54,519	-479 Reduced 42.46%	649 $73,000
Q3 2019 Oct 04, 2019	BUY	$111.75 - $113.28 $16,427 - $16,652	147 Added 14.98%	1,128 $128,000
Q2 2019 Aug 14, 2019	BUY	N/A	58 Added 6.28%	981 $109,000
Q1 2019 May 10, 2019	BUY	N/A	619 Added 203.62%	923 $101,000
Q4 2018 Feb 13, 2019	SELL	N/A	-116 Reduced 27.62%	304 $32,000
Q3 2018 Oct 09, 2018	BUY	N/A	156 Added 59.09%	420 $44,000
Q2 2018 Aug 13, 2018	SELL	N/A	-429 Reduced 61.9%	264 $28,000
Q3 2017 Feb 07, 2018	BUY	N/A	693	693 $76,000

Others Institutions Holding AGG

# of Institutions

2,112

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Ironwood Wealth Management, Llc. Ishares Core U.S. Aggregate Bo Transaction History