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

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 5,372 shares of AGG stock, worth $528,336. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,372
Previous 7,286 26.27%
Holding current value
$528,336
Previous $738 Million 29.02%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Feb 13, 2025
SELL
$96.64 - $101.23 $184,968 - $193,754
-1,914 Reduced 26.27%
5,372 $524 Million
Q3 2024

Oct 07, 2024
BUY
$96.25 - $101.98 $138,022 - $146,239
1,434 Added 24.5%
7,286 $738 Million
Q2 2024

Jul 29, 2024
SELL
$95.11 - $97.92 $41,943 - $43,182
-441 Reduced 7.01%
5,852 $568 Million
Q1 2024

Apr 22, 2024
SELL
$96.75 - $99.37 $19,446 - $19,973
-201 Reduced 3.1%
6,293 $616 Million
Q4 2023

Jan 22, 2024
SELL
$91.67 - $99.66 $30,251 - $32,887
-330 Reduced 4.84%
6,494 $645 Million
Q3 2023

Oct 10, 2023
SELL
$93.85 - $98.43 $175,687 - $184,260
-1,872 Reduced 21.53%
6,824 $642 Million
Q2 2023

Jul 12, 2023
BUY
$97.49 - $100.53 $158,518 - $163,461
1,626 Added 23.0%
8,696 $852 Million
Q1 2023

Jun 27, 2023
SELL
$96.32 - $100.79 $166,826 - $174,568
-1,732 Reduced 19.68%
7,070 $704 Million
Q4 2022

Jun 27, 2023
SELL
$93.63 - $99.69 $78,274 - $83,340
-836 Reduced 8.67%
8,802 $854 Million
Q2 2022

Jun 27, 2023
BUY
$99.01 - $106.84 $331,980 - $358,234
3,353 Added 53.35%
9,638 $980 Million
Q1 2022

Jun 27, 2023
SELL
$106.1 - $113.3 $132,943 - $141,964
-1,253 Reduced 16.62%
6,285 $673 Million
Q4 2021

Jun 26, 2023
BUY
$113.45 - $115.33 $855,186 - $869,357
7,538 New
7,538 $860 Million

Others Institutions Holding AGG

# of Institutions
2,119
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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