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

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,101 shares of AGG stock, worth $105,629. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,101
Previous 142 675.35%
Holding current value
$105,629
Previous $14,000 657.14%
% of portfolio
0.05%
Previous 0.01%

Shares

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

Jan 10, 2025
BUY
$96.64 - $101.23 $92,677 - $97,079
959 Added 675.35%
1,101 $106,000
Q3 2023

Oct 20, 2023
SELL
$93.85 - $98.43 $2,815 - $2,952
-30 Reduced 17.44%
142 $13,000
Q3 2021

Oct 05, 2021
SELL
$114.77 - $116.58 $15,493 - $15,738
-135 Reduced 43.97%
172 $20,000
Q1 2021

Apr 06, 2021
SELL
$113.42 - $118.04 $96,407 - $100,334
-850 Reduced 73.47%
307 $35,000
Q3 2020

Oct 16, 2020
BUY
$117.95 - $119.63 $13,564 - $13,757
115 Added 11.04%
1,157 $137,000
Q2 2020

Jul 08, 2020
BUY
$114.73 - $118.21 $101,765 - $104,852
887 Added 572.26%
1,042 $123,000
Q1 2020

Apr 10, 2020
SELL
$106.57 - $117.86 $119,358 - $132,003
-1,120 Reduced 87.84%
155 $18,000
Q4 2019

Jan 15, 2020
SELL
$111.81 - $113.82 $15,541 - $15,820
-139 Reduced 9.83%
1,275 $143,000
Q1 2019

Apr 08, 2019
SELL
N/A
-20 Reduced 1.39%
1,414 $154,000
Q4 2018

Jan 10, 2019
SELL
N/A
-75 Reduced 4.97%
1,434 $153,000
Q3 2018

Oct 30, 2018
SELL
N/A
-393 Reduced 20.66%
1,509 $159,000
Q2 2018

Jul 12, 2018
SELL
N/A
-420 Reduced 18.09%
1,902 $202,000
Q1 2018

Apr 06, 2018
SELL
N/A
-15 Reduced 0.64%
2,322 $249,000
Q4 2017

Jan 18, 2018
BUY
N/A
1,068 Added 84.16%
2,337 $256,000
Q3 2017

Oct 05, 2017
BUY
N/A
1,269
1,269 $139,000

Others Institutions Holding AGG

# of Institutions
1,969
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email