A detailed history of Janiczek Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 365,310 shares of AGG stock, worth $35.4 Million. This represents 7.47% of its overall portfolio holdings.

Number of Shares
365,310
Previous 371,083 1.56%
Holding current value
$35.4 Million
Previous $36.3 Million 2.43%
% of portfolio
7.47%
Previous 7.78%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$95.11 - $97.92 $549,070 - $565,292
-5,773 Reduced 1.56%
365,310 $35.5 Million
Q1 2024

Apr 15, 2024

BUY
$96.75 - $99.37 $3.36 Million - $3.45 Million
34,767 Added 10.34%
371,083 $36.3 Million
Q4 2023

Jan 26, 2024

BUY
$91.67 - $99.66 $2.05 Million - $2.23 Million
22,349 Added 7.12%
336,316 $33.4 Million
Q3 2023

Oct 13, 2023

BUY
$93.85 - $98.43 $1.38 Million - $1.44 Million
14,652 Added 4.9%
313,967 $29.5 Million
Q2 2023

Jul 11, 2023

BUY
$97.49 - $100.53 $3.34 Million - $3.44 Million
34,249 Added 12.92%
299,315 $29.3 Million
Q1 2023

Apr 21, 2023

BUY
$96.32 - $100.79 $13 Million - $13.6 Million
134,716 Added 103.35%
265,066 $26.4 Million
Q4 2022

Jan 20, 2023

BUY
$93.63 - $99.69 $1.27 Million - $1.35 Million
13,540 Added 11.59%
130,350 $0
Q3 2022

Oct 17, 2022

BUY
$95.54 - $104.23 $406,522 - $443,498
4,255 Added 3.78%
116,810 $11.1 Million
Q2 2022

Aug 03, 2022

SELL
$99.01 - $106.84 $345,247 - $372,551
-3,487 Reduced 3.0%
112,555 $11.7 Million
Q1 2022

May 05, 2022

SELL
$106.1 - $113.3 $716,705 - $765,341
-6,755 Reduced 5.5%
116,042 $12.4 Million
Q4 2021

Feb 02, 2022

BUY
$113.45 - $115.33 $108,004 - $109,794
952 Added 0.78%
122,797 $14 Million
Q3 2021

Oct 19, 2021

BUY
$114.77 - $116.58 $408,695 - $415,141
3,561 Added 3.01%
121,845 $14 Million
Q2 2021

Jul 28, 2021

BUY
$113.78 - $115.33 $37,092 - $37,597
326 Added 0.28%
118,284 $13.6 Million
Q1 2021

Apr 28, 2021

SELL
$113.42 - $118.04 $4.58 Million - $4.76 Million
-40,343 Reduced 25.48%
117,958 $13.4 Million
Q4 2020

Jan 26, 2021

BUY
$117.06 - $118.42 $307,516 - $311,089
2,627 Added 1.69%
158,301 $18.7 Million
Q3 2020

Oct 19, 2020

SELL
$117.95 - $119.63 $773,398 - $784,413
-6,557 Reduced 4.04%
155,674 $18.4 Million
Q2 2020

Jul 17, 2020

SELL
$114.73 - $118.21 $497,469 - $512,558
-4,336 Reduced 2.6%
162,231 $19.2 Million
Q1 2020

Apr 20, 2020

SELL
$106.57 - $117.86 $1.03 Million - $1.14 Million
-9,671 Reduced 5.49%
166,567 $19.2 Million
Q4 2019

Feb 05, 2020

SELL
$111.81 - $113.82 $6.44 Million - $6.56 Million
-57,627 Reduced 24.64%
176,238 $19.8 Million
Q3 2019

Oct 30, 2019

SELL
$111.75 - $113.28 $3.87 Million - $3.92 Million
-34,636 Reduced 12.9%
233,865 $26.5 Million
Q2 2019

Jul 22, 2019

SELL
N/A
-11,793 Reduced 4.21%
268,501 $29.9 Million
Q1 2019

May 02, 2019

SELL
N/A
-15,267 Reduced 5.17%
280,294 $30.6 Million
Q4 2018

Jan 28, 2019

SELL
N/A
-15,775 Reduced 5.07%
295,561 $31.5 Million
Q3 2018

Oct 22, 2018

SELL
N/A
-3,492 Reduced 1.11%
311,336 $32.9 Million
Q2 2018

Jul 25, 2018

BUY
N/A
279 Added 0.09%
314,828 $33.5 Million
Q1 2018

May 01, 2018

BUY
N/A
74,400 Added 30.98%
314,549 $33.7 Million
Q4 2017

Jan 30, 2018

BUY
N/A
3,348 Added 1.41%
240,149 $26.3 Million
Q3 2017

Oct 18, 2017

BUY
N/A
236,801
236,801 $26 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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