Advocacy Wealth Management Services, LLC Ishares Core U.S. Aggregate Bo Transaction History

Advocacy Wealth Management Services, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 24,616 shares of AGG stock, worth $2.42 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
24,616
Previous 24,680 0.26%
Holding current value
$2.42 Million
Previous $2.5 Million 4.56%
% of portfolio
0.2%
Previous 0.21%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$96.64 - $101.23 $6,184 - $6,478
-64 Reduced 0.26%
24,616 $2.39 Million
Q3 2024

Oct 31, 2024
BUY
$96.25 - $101.98 $1.77 Million - $1.88 Million
18,387 Added 292.18%
24,680 $2.5 Million
Q2 2024

Jul 10, 2024
SELL
$95.11 - $97.92 $84,267 - $86,757
-886 Reduced 12.34%
6,293 $610,000
Q1 2024

Apr 15, 2024
BUY
$96.75 - $99.37 $70,434 - $72,341
728 Added 11.29%
7,179 $703,000
Q4 2023

Jan 23, 2024
SELL
$91.67 - $99.66 $26,125 - $28,403
-285 Reduced 4.23%
6,451 $640,000
Q3 2023

Oct 26, 2023
SELL
$93.85 - $98.43 $4,129 - $4,330
-44 Reduced 0.65%
6,736 $633,000
Q2 2023

Jul 20, 2023
BUY
$97.49 - $100.53 $7,701 - $7,941
79 Added 1.18%
6,780 $664,000
Q1 2023

Apr 14, 2023
BUY
$96.32 - $100.79 $8,476 - $8,869
88 Added 1.33%
6,701 $667,000
Q4 2022

Jan 27, 2023
SELL
$93.63 - $99.69 $3,932 - $4,186
-42 Reduced 0.63%
6,613 $0
Q3 2022

Oct 06, 2022
SELL
$95.54 - $104.23 $241,238 - $263,180
-2,525 Reduced 27.51%
6,655 $643,000
Q2 2022

Jul 06, 2022
SELL
$99.01 - $106.84 $990,496 - $1.07 Million
-10,004 Reduced 52.15%
9,180 $933,000
Q1 2022

Apr 04, 2022
SELL
$106.1 - $113.3 $247,213 - $263,989
-2,330 Reduced 10.83%
19,184 $2.05 Million
Q4 2021

Jan 05, 2022
SELL
$113.45 - $115.33 $240,514 - $244,499
-2,120 Reduced 8.97%
21,514 $2.45 Million
Q3 2021

Oct 05, 2021
SELL
$114.77 - $116.58 $59,565 - $60,505
-519 Reduced 2.15%
23,634 $2.71 Million
Q2 2021

Jul 02, 2021
SELL
$113.78 - $115.33 $859,494 - $871,202
-7,554 Reduced 23.82%
24,153 $2.79 Million
Q1 2021

Apr 05, 2021
SELL
$113.42 - $118.04 $133 Million - $139 Million
-1,174,769 Reduced 97.37%
31,707 $3.62 Million
Q4 2020

Jan 06, 2021
BUY
$117.06 - $118.42 $13.3 Million - $13.5 Million
113,712 Added 10.41%
1,206,476 $143 Million
Q3 2020

Oct 02, 2020
BUY
$117.95 - $119.63 $35.2 Million - $35.7 Million
298,789 Added 37.63%
1,092,764 $129 Million
Q2 2020

Jul 02, 2020
BUY
$114.73 - $118.21 $25.7 Million - $26.5 Million
224,178 Added 39.34%
793,975 $93.9 Million
Q1 2020

Apr 02, 2020
BUY
$106.57 - $117.86 $20.8 Million - $23 Million
194,903 Added 51.99%
569,797 $65.4 Million
Q4 2019

Jan 06, 2020
BUY
$111.81 - $113.82 $41.8 Million - $42.5 Million
373,785 Added 33704.69%
374,894 $42.1 Million
Q3 2019

Oct 02, 2019
BUY
$111.75 - $113.28 $123,930 - $125,627
1,109 New
1,109 $126,000
Q1 2018

Apr 12, 2018
SELL
N/A
-50 Closed
0 $0
Q4 2017

Jan 12, 2018
SELL
N/A
-330 Reduced 86.84%
50 $5,000
Q3 2017

Oct 13, 2017
BUY
N/A
380
380 $42,000

Others Institutions Holding AGG

# of Institutions
2,120
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, LLC 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 Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email