Schneider Downs Wealth Management Advisors, LP Ishares Core U.S. Aggregate Bo Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $439 Million
  • Q2 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,463 shares of AGG stock, worth $341,244. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,463
Previous 4,020 13.86%
Holding current value
$341,244
Previous $393,000 14.5%
% of portfolio
0.08%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$95.11 - $97.92 $52,976 - $54,541
-557 Reduced 13.86%
3,463 $336,000
Q1 2024

May 08, 2024
SELL
$96.75 - $99.37 $25,832 - $26,531
-267 Reduced 6.23%
4,020 $393,000
Q4 2023

Feb 09, 2024
BUY
$91.67 - $99.66 $392,989 - $427,242
4,287 New
4,287 $425,000
Q1 2023

May 04, 2023
BUY
$96.32 - $100.79 $17,337 - $18,142
180 Added 3.16%
5,882 $586,000
Q4 2022

Feb 01, 2023
BUY
$93.63 - $99.69 $119,846 - $127,603
1,280 Added 28.95%
5,702 $553,000
Q3 2022

Oct 26, 2022
BUY
$95.54 - $104.23 $422,477 - $460,905
4,422 New
4,422 $426,000
Q3 2019

Nov 05, 2019
SELL
$111.75 - $113.28 $521,760 - $528,904
-4,669 Closed
0 $0
Q2 2019

Jul 16, 2019
SELL
N/A
-1,412 Reduced 23.22%
4,669 $520,000
Q1 2019

May 01, 2019
SELL
N/A
-324 Reduced 5.06%
6,081 $663,000
Q4 2018

Jan 31, 2019
BUY
N/A
6 Added 0.09%
6,405 $682,000
Q3 2018

Oct 18, 2018
BUY
N/A
996 Added 18.43%
6,399 $675,000
Q2 2018

Jul 24, 2018
SELL
N/A
-220 Reduced 3.91%
5,403 $574,000
Q1 2018

Apr 17, 2018
SELL
N/A
-1,196 Reduced 17.54%
5,623 $603,000
Q4 2017

Jan 22, 2018
SELL
N/A
-59 Reduced 0.86%
6,819 $746,000
Q3 2017

Oct 11, 2017
BUY
N/A
6,878
6,878 $754,000

Others Institutions Holding AGG

# of Institutions
1,928
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
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 Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP 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 Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email