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

Revolve Wealth Partners, LLC

  • $626 Million
  • Q3 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 6,083 shares of AGG stock, worth $589,077. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,083
Previous 5,575 9.11%
Holding current value
$589,077
Previous $541,000 13.86%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 18, 2024
BUY
$96.25 - $101.98 $48,895 - $51,805
508 Added 9.11%
6,083 $616,000
Q2 2024

Jul 19, 2024
BUY
$95.11 - $97.92 $25,013 - $25,752
263 Added 4.95%
5,575 $541,000
Q1 2024

Apr 15, 2024
SELL
$96.75 - $99.37 $51,471 - $52,864
-532 Reduced 9.1%
5,312 $520,000
Q4 2023

Jan 12, 2024
BUY
$91.67 - $99.66 $11,825 - $12,856
129 Added 2.26%
5,844 $580,000
Q3 2023

Oct 10, 2023
BUY
$93.85 - $98.43 $59,031 - $61,912
629 Added 12.37%
5,715 $537,000
Q2 2023

Jul 20, 2023
SELL
$97.49 - $100.53 $381,868 - $393,776
-3,917 Reduced 43.51%
5,086 $498,000
Q1 2023

Apr 06, 2023
BUY
$96.32 - $100.79 $13,003 - $13,606
135 Added 1.52%
9,003 $897,000
Q4 2022

Jan 17, 2023
SELL
$93.63 - $99.69 $106,925 - $113,845
-1,142 Reduced 11.41%
8,868 $0
Q3 2022

Oct 12, 2022
SELL
$95.54 - $104.23 $43,852 - $47,841
-459 Reduced 4.38%
10,010 $964,000
Q2 2022

Jul 11, 2022
SELL
$99.01 - $106.84 $18,514 - $19,979
-187 Reduced 1.75%
10,469 $1.07 Million
Q1 2022

Apr 19, 2022
BUY
$106.1 - $113.3 $19,204 - $20,507
181 Added 1.73%
10,656 $1.14 Million
Q4 2021

Feb 04, 2022
BUY
$113.45 - $115.33 $1.19 Million - $1.21 Million
10,475 New
10,475 $1.2 Million

Others Institutions Holding AGG

# of Institutions
1,970
Shares Held
1.07B
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
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