A detailed history of Wells Financial Advisors Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wells Financial Advisors Inc holds 22,245 shares of AGG stock, worth $2.19 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
22,245
Previous 23,396 4.92%
Holding current value
$2.19 Million
Previous $2.29 Million 5.76%
% of portfolio
1.46%
Previous 1.61%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$95.11 - $97.92 $109,471 - $112,705
-1,151 Reduced 4.92%
22,245 $2.16 Million
Q1 2024

May 13, 2024

BUY
$96.75 - $99.37 $130,612 - $134,149
1,350 Added 6.12%
23,396 $2.29 Million
Q4 2023

Feb 12, 2024

SELL
$91.67 - $99.66 $422,965 - $459,831
-4,614 Reduced 17.31%
22,046 $2.19 Million
Q3 2023

Oct 10, 2023

SELL
$93.85 - $98.43 $23,744 - $24,902
-253 Reduced 0.94%
26,660 $2.51 Million
Q2 2023

Aug 07, 2023

BUY
$97.49 - $100.53 $1.75 Million - $1.8 Million
17,919 Added 199.23%
26,913 $2.64 Million
Q1 2023

May 03, 2023

BUY
$96.32 - $100.79 $59,525 - $62,288
618 Added 7.38%
8,994 $896,000
Q4 2022

Feb 03, 2023

SELL
$93.63 - $99.69 $255,329 - $271,854
-2,727 Reduced 24.56%
8,376 $812,000
Q3 2022

Nov 09, 2022

BUY
$95.54 - $104.23 $30,763 - $33,562
322 Added 2.99%
11,103 $1.07 Million
Q2 2022

Aug 10, 2022

SELL
$99.01 - $106.84 $448,218 - $483,664
-4,527 Reduced 29.57%
10,781 $1.1 Million
Q1 2022

Apr 25, 2022

SELL
$106.1 - $113.3 $20,795 - $22,206
-196 Reduced 1.26%
15,308 $1.64 Million
Q4 2021

Feb 11, 2022

SELL
$113.45 - $115.33 $938,458 - $954,009
-8,272 Reduced 34.79%
15,504 $1.77 Million
Q3 2021

Nov 10, 2021

BUY
$114.77 - $116.58 $18,592 - $18,885
162 Added 0.69%
23,776 $2.73 Million
Q2 2021

Aug 02, 2021

SELL
$113.78 - $115.33 $62,351 - $63,200
-548 Reduced 2.27%
23,614 $2.72 Million
Q1 2021

May 12, 2021

SELL
$113.42 - $118.04 $1.3 Million - $1.35 Million
-11,435 Reduced 32.12%
24,162 $2.75 Million
Q4 2020

Feb 11, 2021

BUY
$117.06 - $118.42 $4.17 Million - $4.22 Million
35,597 New
35,597 $4.21 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wells Financial Advisors Inc with notifications on news.