Lumature Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,482 shares of AGG stock, worth $248,200. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,482
Previous 2,555 2.86%
Holding current value
$248,200
Previous $254,000 4.33%
% of portfolio
0.15%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$97.49 - $100.53 $7,116 - $7,338
-73 Reduced 2.86%
2,482 $243,000
Q1 2023

May 15, 2023
SELL
$96.32 - $100.79 $33,423 - $34,974
-347 Reduced 11.96%
2,555 $254,000
Q4 2022

Feb 14, 2023
SELL
$93.63 - $99.69 $173,683 - $184,924
-1,855 Reduced 39.0%
2,902 $281,000
Q3 2022

Nov 10, 2022
SELL
$95.54 - $104.23 $1.39 Million - $1.52 Million
-14,550 Reduced 75.36%
4,757 $458,000
Q2 2022

Aug 10, 2022
SELL
$99.01 - $106.84 $3.29 Million - $3.55 Million
-33,189 Reduced 63.22%
19,307 $1.96 Million
Q1 2022

May 13, 2022
SELL
$106.1 - $113.3 $62,811 - $67,073
-592 Reduced 1.12%
52,496 $5.62 Million
Q4 2021

Feb 10, 2022
BUY
$113.45 - $115.33 $157,241 - $159,847
1,386 Added 2.68%
53,088 $6.06 Million
Q3 2021

Oct 29, 2021
BUY
$114.77 - $116.58 $452,538 - $459,674
3,943 Added 8.26%
51,702 $5.94 Million
Q2 2021

Aug 10, 2021
BUY
$113.78 - $115.33 $662,085 - $671,105
5,819 Added 13.87%
47,759 $5.51 Million
Q1 2021

May 11, 2021
BUY
$113.42 - $118.04 $1.97 Million - $2.05 Million
17,388 Added 70.82%
41,940 $4.77 Million
Q4 2020

Feb 08, 2021
BUY
$117.06 - $118.42 $2.87 Million - $2.91 Million
24,552 New
24,552 $2.9 Million

Others Institutions Holding AGG

# of Institutions
2,264
Shares Held
1.29B
Call Options Held
179K
Put Options Held
24.4K
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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