Strategic Wealth Advisors Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 50,491 shares of AGG stock, worth $4.89 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

50,491

Previous 58,407 13.55%

Holding current value

$4.89 Million

Previous $5.94 Million 18.06%

% of portfolio

0.21%

Previous 0.25%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$95.54 - $104.23 $756,294 - $825,084	-7,916 Reduced 13.55%	50,491 $4.86 Million
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $5.68 Million - $6.13 Million	-57,352 Reduced 49.54%	58,407 $5.94 Million
Q1 2022 May 10, 2022	BUY	$106.1 - $113.3 $4.96 Million - $5.29 Million	46,703 Added 67.63%	115,759 $12.3 Million
Q4 2021 Feb 16, 2022	BUY	$113.45 - $115.33 $262,750 - $267,104	2,316 Added 3.47%	69,056 $7.83 Million
Q3 2021 Nov 17, 2021	BUY	$114.77 - $116.58 $1.11 Million - $1.13 Million	9,713 Added 17.03%	66,740 $7.67 Million
Q2 2021 Aug 10, 2021	BUY	$113.78 - $115.33 $2.45 Million - $2.48 Million	21,516 Added 60.59%	57,027 $6.57 Million
Q1 2021 May 07, 2021	SELL	$113.42 - $118.04 $438,595 - $456,460	-3,867 Reduced 9.82%	35,511 $4.04 Million
Q4 2020 Feb 12, 2021	BUY	$117.06 - $118.42 $2.59 Million - $2.62 Million	22,092 Added 127.8%	39,378 $4.65 Million
Q3 2020 Nov 30, 2020	SELL	$117.95 - $119.63 $16,277 - $16,508	-138 Reduced 0.79%	17,286 $2.04 Million
Q2 2020 Aug 03, 2020	SELL	$114.73 - $118.21 $1.04 Million - $1.07 Million	-9,091 Reduced 34.29%	17,424 $2.06 Million
Q1 2020 May 05, 2020	BUY	$106.57 - $117.86 $62,236 - $68,830	584 Added 2.25%	26,515 $3.05 Million
Q4 2019 Feb 10, 2020	SELL	$111.81 - $113.82 $122,767 - $124,974	-1,098 Reduced 4.06%	25,931 $2.92 Million
Q3 2019 Nov 04, 2019	BUY	$111.75 - $113.28 $271,329 - $275,043	2,428 Added 9.87%	27,029 $3.06 Million
Q2 2019 Aug 13, 2019	BUY	N/A	6,192 Added 33.64%	24,601 $2.74 Million
Q1 2019 May 02, 2019	SELL	N/A	-5,394 Reduced 22.66%	18,409 $0
Q4 2018 Feb 12, 2019	BUY	N/A	2,616 Added 12.35%	23,803 $2.54 Million
Q3 2018 Nov 07, 2018	BUY	N/A	10,488 Added 98.03%	21,187 $2.22 Million
Q2 2018 Sep 17, 2018	SELL	N/A	-6,596 Reduced 38.14%	10,699 $1.14 Million
Q1 2018 May 08, 2018	SELL	N/A	-7,559 Reduced 30.41%	17,295 $1.85 Million
Q4 2017 Mar 08, 2018	BUY	N/A	12,080 Added 94.57%	24,854 $2.7 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-26,327 Reduced 67.33%	12,774 $1.4 Million
Q2 2017 Aug 16, 2017	BUY	N/A	39,101	39,101 $4.28 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

Ticker AGG
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Strategic Wealth Advisors Group, LLC Ishares Core U.S. Aggregate Bo Transaction History