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

Semus Wealth Partners LLC

  • $151 Billion
  • Q4 2024

A detailed history of Semus Wealth Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Semus Wealth Partners LLC holds 2,377 shares of AGG stock, worth $232,232. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,377
Previous 2,715 12.45%
Holding current value
$232,232
Previous $275 Million 16.23%
% of portfolio
0.15%
Previous 0.19%

Shares

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

Jan 31, 2025
SELL
$96.64 - $101.23 $32,664 - $34,215
-338 Reduced 12.45%
2,377 $230 Million
Q3 2024

Nov 07, 2024
SELL
$96.25 - $101.98 $60,060 - $63,635
-624 Reduced 18.69%
2,715 $275 Million
Q2 2024

Jul 31, 2024
SELL
$95.11 - $97.92 $7,323 - $7,539
-77 Reduced 2.25%
3,339 $324 Million
Q1 2024

May 07, 2024
BUY
$96.75 - $99.37 $89,106 - $91,519
921 Added 36.91%
3,416 $335 Million
Q4 2023

Jan 23, 2024
SELL
$91.67 - $99.66 $26,675 - $29,001
-291 Reduced 10.45%
2,495 $248 Million
Q3 2023

Oct 31, 2023
SELL
$93.85 - $98.43 $22,148 - $23,229
-236 Reduced 7.81%
2,786 $262 Million
Q2 2023

Aug 01, 2023
SELL
$97.49 - $100.53 $14,818 - $15,280
-152 Reduced 4.79%
3,022 $296 Million
Q1 2023

Apr 24, 2023
SELL
$96.32 - $100.79 $34,097 - $35,679
-354 Reduced 10.03%
3,174 $316 Million
Q4 2022

Feb 08, 2023
BUY
$93.63 - $99.69 $330,326 - $351,706
3,528 New
3,528 $342 Million

Others Institutions Holding AGG

# of Institutions
2,095
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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