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

Adapt Wealth Advisors, LLC

  • $187 Billion
  • Q3 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 3,779 shares of AGG stock, worth $366,411. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,779
Previous 7,658 50.65%
Holding current value
$366,411
Previous $743 Million 48.52%
% of portfolio
0.2%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$96.25 - $101.98 $373,353 - $395,580
-3,879 Reduced 50.65%
3,779 $383 Million
Q2 2024

Aug 06, 2024
SELL
$95.11 - $97.92 $131,156 - $135,031
-1,379 Reduced 15.26%
7,658 $743 Million
Q1 2024

May 02, 2024
BUY
$96.75 - $99.37 $874,329 - $898,006
9,037 New
9,037 $885 Million

Others Institutions Holding AGG

# of Institutions
1,969
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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