A detailed history of Meridian Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 734,967 shares of AGG stock, worth $71.1 Million. This represents 11.64% of its overall portfolio holdings.

Number of Shares
734,967
Previous 657,307 11.81%
Holding current value
$71.1 Million
Previous $63.8 Million 16.65%
% of portfolio
11.64%
Previous 11.32%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$96.25 - $101.98 $7.47 Million - $7.92 Million
77,660 Added 11.81%
734,967 $74.4 Million
Q2 2024

Aug 09, 2024

BUY
$95.11 - $97.92 $4.82 Million - $4.96 Million
50,628 Added 8.35%
657,307 $63.8 Million
Q1 2024

May 10, 2024

BUY
$96.75 - $99.37 $10.6 Million - $10.8 Million
109,103 Added 21.93%
606,679 $59.4 Million
Q4 2023

Feb 05, 2024

BUY
$91.67 - $99.66 $253,467 - $275,559
2,765 Added 0.56%
497,576 $49.4 Million
Q3 2023

Nov 03, 2023

BUY
$93.85 - $98.43 $3.88 Million - $4.07 Million
41,335 Added 9.12%
494,811 $46.5 Million
Q2 2023

Aug 02, 2023

BUY
$97.49 - $100.53 $2.7 Million - $2.78 Million
27,665 Added 6.5%
453,476 $44.4 Million
Q1 2023

May 04, 2023

BUY
$96.32 - $100.79 $1.25 Million - $1.3 Million
12,938 Added 3.13%
425,811 $42.4 Million
Q4 2022

Feb 14, 2023

BUY
$93.63 - $99.69 $812,427 - $865,010
8,677 Added 2.15%
412,873 $40 Million
Q3 2022

Nov 14, 2022

SELL
$95.54 - $104.23 $127,928 - $139,563
-1,339 Reduced 0.33%
404,196 $38.9 Million
Q2 2022

Aug 15, 2022

BUY
$99.01 - $106.84 $2.74 Million - $2.95 Million
27,632 Added 7.31%
405,535 $41.2 Million
Q1 2022

May 13, 2022

SELL
$106.1 - $113.3 $1.04 Million - $1.11 Million
-9,789 Reduced 2.52%
377,903 $40.5 Million
Q4 2021

Feb 15, 2022

BUY
$113.45 - $115.33 $1.61 Million - $1.63 Million
14,166 Added 3.79%
387,692 $44.2 Million
Q3 2021

Nov 12, 2021

SELL
$114.77 - $116.58 $11.5 Million - $11.7 Million
-100,569 Reduced 21.21%
373,526 $42.9 Million
Q2 2021

Aug 12, 2021

BUY
$113.78 - $115.33 $3.01 Million - $3.05 Million
26,483 Added 5.92%
474,095 $54.7 Million
Q1 2021

May 17, 2021

BUY
$113.42 - $118.04 $9.13 Million - $9.5 Million
80,481 Added 21.92%
447,612 $51 Million
Q4 2020

Feb 16, 2021

BUY
$117.06 - $118.42 $21.9 Million - $22.2 Million
187,186 Added 104.02%
367,131 $43.4 Million
Q3 2020

Nov 12, 2020

BUY
$117.95 - $119.63 $39,277 - $39,836
333 Added 0.19%
179,945 $21.2 Million
Q2 2020

Aug 12, 2020

BUY
$114.73 - $118.21 $758,365 - $781,368
6,610 Added 3.82%
179,612 $21.2 Million
Q1 2020

May 15, 2020

BUY
$106.57 - $117.86 $18.4 Million - $20.4 Million
173,002 New
173,002 $20 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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