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

Tandem Wealth Advisors LLC

$190 Million
Q4 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 394,544 shares of AGG stock, worth $38.7 Million. This represents 20.08% of its overall portfolio holdings.

Number of Shares

394,544

Previous 364,935 8.11%

Holding current value

$38.7 Million

Previous $37 Million 3.45%

% of portfolio

20.08%

Previous 18.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $2.86 Million - $3 Million	29,609 Added 8.11%	394,544 $38.2 Million
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $301,743 - $319,707	3,135 Added 0.87%	364,935 $37 Million
Q2 2024 Aug 08, 2024	BUY	$95.11 - $97.92 $801,777 - $825,465	8,430 Added 2.39%	361,800 $35.1 Million
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $868,621 - $892,143	8,978 Added 2.61%	353,370 $34.6 Million
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $1.71 Million - $1.86 Million	18,683 Added 5.74%	344,392 $34.2 Million
Q3 2023 Oct 27, 2023	BUY	$93.85 - $98.43 $1.3 Million - $1.36 Million	13,853 Added 4.44%	325,709 $30.6 Million
Q2 2023 Aug 16, 2023	BUY	$97.49 - $100.53 $14,526 - $14,978	149 Added 0.05%	311,856 $30.5 Billion
Q1 2023 Jul 07, 2023	BUY	$96.32 - $100.79 $5,586 - $5,845	58 Added 0.02%	311,707 $31.1 Billion
Q4 2022 Feb 23, 2023	BUY	$93.63 - $99.69 $29.2 Million - $31.1 Million	311,649 New	311,649 $30.2 Billion

Others Institutions Holding AGG

# of Institutions

2,111

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 Tandem Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Account

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