Acima Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Acima Private Wealth, LLC

  • $271 Billion
  • Q1 2024

A detailed history of Acima Private Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Acima Private Wealth, LLC holds 58,950 shares of AGG stock, worth $5.75 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
58,950
Previous 58,515 0.74%
Holding current value
$5.75 Million
Previous $5.81 Billion 0.59%
% of portfolio
2.13%
Previous 2.27%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $42,086 - $43,225
435 Added 0.74%
58,950 $5.77 Billion
Q4 2023

Feb 28, 2024
BUY
$91.67 - $99.66 $4.49 Million - $4.88 Million
48,937 Added 510.93%
58,515 $5.81 Billion
Q3 2023

Feb 28, 2024
SELL
$93.85 - $98.43 $8,634 - $9,055
-92 Reduced 0.95%
9,578 $901 Million
Q2 2023

Feb 28, 2024
SELL
$97.49 - $100.53 $50,402 - $51,974
-517 Reduced 5.08%
9,670 $947 Million
Q1 2023

Feb 28, 2024
BUY
$96.32 - $100.79 $43,632 - $45,657
453 Added 4.65%
10,187 $1.02 Billion
Q4 2022

Feb 28, 2024
SELL
$94.17 - $99.69 $103,021 - $109,060
-1,094 Reduced 10.1%
9,734 $944 Million
Q3 2022

Feb 28, 2024
BUY
N/A
1,031 Added 10.52%
10,828 $1.04 Billion
Q2 2022

Feb 28, 2024
BUY
N/A
3,741 Added 61.77%
9,797 $996 Million
Q1 2022

May 02, 2022
BUY
N/A
2,417 Added 66.42%
6,056 $649,000
Q4 2021

Mar 10, 2022
BUY
N/A
797 Added 28.04%
3,639 $415,000
Q3 2021

Nov 09, 2021
BUY
N/A
514 Added 22.08%
2,842 $326,000
Q2 2021

Aug 13, 2021
SELL
N/A
-72 Reduced 3.0%
2,328 $269,000
Q1 2021

May 14, 2021
BUY
N/A
134 Added 5.91%
2,400 $273,000
Q4 2020

May 14, 2021
BUY
N/A
231 Added 11.35%
2,266 $268,000
Q3 2020

May 14, 2021
SELL
N/A
-313 Reduced 13.33%
2,035 $240,000
Q2 2020

May 14, 2021
BUY
N/A
1,002 Added 74.44%
2,348 $278,000
Q1 2020

May 01, 2020
BUY
N/A
350 Added 35.14%
1,346 $155,000
Q4 2019

Jan 24, 2020
SELL
N/A
-18 Reduced 1.78%
996 $112,000
Q3 2019

Oct 30, 2019
BUY
N/A
11 Added 1.1%
1,014 $114,000
Q1 2019

May 06, 2019
BUY
N/A
1,003 New
1,003 $109,000

Others Institutions Holding AGG

# of Institutions
1,873
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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