Vista Wealth Management Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 3,200 shares of AGG stock, worth $320,000. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,200
Previous 2,200 45.45%
Holding current value
$320,000
Previous $213,000 47.89%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$95.85 - $99.25 $95,850 - $99,250
1,000 Added 45.45%
3,200 $315,000
Q4 2024

Jan 27, 2025
SELL
$96.64 - $101.23 $37,592 - $39,378
-389 Reduced 15.03%
2,200 $213,000
Q3 2024

Nov 06, 2024
BUY
$96.25 - $101.98 $37,441 - $39,670
389 Added 17.68%
2,589 $262,000
Q4 2023

Feb 12, 2024
SELL
$91.67 - $99.66 $53,718 - $58,400
-586 Reduced 21.03%
2,200 $218,000
Q3 2023

Nov 14, 2023
BUY
$93.85 - $98.43 $261,466 - $274,225
2,786 New
2,786 $261,000

Others Institutions Holding AGG

# of Institutions
2,256
Shares Held
1.29B
Call Options Held
179K
Put Options Held
24.4K
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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