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

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,595 shares of AGG stock, worth $252,908. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,595
Holding current value
$252,908
% of portfolio
0.04%

Shares

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

Feb 07, 2025
BUY
$96.64 - $101.23 $250,780 - $262,691
2,595 New
2,595 $251,000
Q4 2021

Feb 15, 2022
SELL
$113.45 - $115.33 $216,235 - $219,818
-1,906 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$114.77 - $116.58 $68,632 - $69,714
598 Added 45.72%
1,906 $219,000
Q2 2021

Aug 13, 2021
SELL
$113.78 - $115.33 $17 Million - $17.3 Million
-149,600 Reduced 99.13%
1,308 $151,000
Q2 2021

Aug 13, 2021
BUY
$113.78 - $115.33 $17 Million - $17.3 Million
149,676 Added 12149.03%
150,908 $1.31 Million
Q4 2020

Feb 09, 2021
SELL
$117.06 - $118.42 $17,441 - $17,644
-149 Reduced 10.79%
1,232 $144,000
Q3 2020

Nov 05, 2020
BUY
$117.95 - $119.63 $18,164 - $18,423
154 Added 12.55%
1,381 $163,000
Q2 2020

Aug 04, 2020
BUY
$114.73 - $118.21 $229 - $236
2 Added 0.16%
1,227 $145,000
Q1 2020

Apr 27, 2020
BUY
$106.57 - $117.86 $78,115 - $86,391
733 Added 148.98%
1,225 $141,000
Q4 2019

Feb 05, 2020
BUY
$111.81 - $113.82 $42,264 - $43,023
378 Added 331.58%
492 $55,000
Q3 2019

Oct 30, 2019
SELL
$111.75 - $113.28 $5,364 - $5,437
-48 Reduced 29.63%
114 $13,000
Q2 2019

Jul 30, 2019
BUY
N/A
49 Added 43.36%
162 $18,000
Q4 2018

Mar 26, 2019
BUY
N/A
113 New
113 $12,000

Others Institutions Holding AGG

# of Institutions
2,046
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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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