Visionary Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Visionary Wealth Advisors holds 235,797 shares of AGG stock, worth $23.3 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

235,797

Previous 232,225 1.54%

Holding current value

$23.3 Million

Previous $23.5 Million 2.84%

% of portfolio

1.41%

Previous 1.5%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $345,198 - $361,593	3,572 Added 1.54%	235,797 $22.8 Million
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $188,938 - $200,186	1,963 Added 0.85%	232,225 $23.5 Million
Q2 2024 Aug 13, 2024	BUY	$95.11 - $97.92 $318,047 - $327,444	3,344 Added 1.47%	230,262 $22.4 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $4.27 Million - $4.39 Million	44,171 Added 24.17%	226,918 $22.2 Million
Q4 2023 Feb 14, 2024	SELL	$91.67 - $99.66 $1.36 Million - $1.48 Million	-14,836 Reduced 7.51%	182,747 $18.1 Million
Q3 2023 Nov 13, 2023	SELL	$93.85 - $98.43 $991,806 - $1.04 Million	-10,568 Reduced 5.08%	197,583 $18.6 Million
Q2 2023 Aug 11, 2023	SELL	$97.49 - $100.53 $4.55 Million - $4.69 Million	-46,629 Reduced 18.3%	208,151 $20.4 Million
Q1 2023 May 15, 2023	BUY	$96.32 - $100.79 $7.68 Million - $8.04 Million	79,724 Added 45.54%	254,780 $25.4 Million
Q4 2022 Feb 13, 2023	SELL	$93.63 - $99.69 $2.2 Million - $2.35 Million	-23,531 Reduced 11.85%	175,056 $17 Million
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $882,789 - $963,085	-9,240 Reduced 4.45%	198,587 $19.1 Million
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $8.32 Million - $8.98 Million	-84,029 Reduced 28.79%	207,827 $21.1 Million
Q1 2022 May 12, 2022	BUY	$106.1 - $113.3 $2.99 Million - $3.19 Million	28,155 Added 10.68%	291,856 $31.3 Million
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $723,243 - $735,228	6,375 Added 2.48%	263,701 $30.1 Million
Q3 2021 Nov 12, 2021	BUY	$114.77 - $116.58 $1.47 Million - $1.49 Million	12,775 Added 5.22%	257,326 $29.5 Million
Q2 2021 Aug 13, 2021	BUY	$113.78 - $115.33 $669,595 - $678,717	5,885 Added 2.47%	244,551 $28.2 Million
Q1 2021 May 18, 2021	SELL	$113.42 - $118.04 $2.41 Million - $2.5 Million	-21,216 Reduced 8.16%	238,666 $27.2 Million
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $6.98 Million - $7.06 Million	59,649 Added 29.79%	259,882 $30.7 Million
Q3 2020 Nov 16, 2020	BUY	$117.95 - $119.63 $3.54 Million - $3.59 Million	30,040 Added 17.65%	200,233 $23.6 Million
Q2 2020 Aug 14, 2020	BUY	$114.73 - $118.21 $2.18 Million - $2.25 Million	19,034 Added 12.59%	170,193 $20.1 Million
Q1 2020 May 15, 2020	BUY	$106.57 - $117.86 $146,000 - $161,468	1,370 Added 0.91%	151,159 $17.4 Million
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $16.7 Million - $17 Million	149,789 New	149,789 $16.8 Million

Others Institutions Holding AGG

# of Institutions

2,127

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History