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

Aletheian Wealth Advisors LLC

$162 Million
Q4 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 32,862 shares of AGG stock, worth $3.22 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

32,862

Previous 31,064 5.79%

Holding current value

$3.22 Million

Previous $3.15 Million 1.24%

% of portfolio

1.97%

Previous 1.92%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $173,758 - $182,011	1,798 Added 5.79%	32,862 $3.18 Million
Q3 2024 Oct 25, 2024	BUY	$96.25 - $101.98 $92,207 - $97,696	958 Added 3.18%	31,064 $3.15 Million
Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $29,579 - $30,453	-311 Reduced 1.02%	30,106 $2.92 Million
Q1 2024 Apr 15, 2024	SELL	$96.75 - $99.37 $1,451 - $1,490	-15 Reduced 0.05%	30,417 $2.98 Million
Q4 2023 Jan 05, 2024	BUY	$91.67 - $99.66 $1.3 Million - $1.41 Million	14,163 Added 87.06%	30,432 $3.02 Million
Q3 2023 Oct 04, 2023	SELL	$93.85 - $98.43 $20,740 - $21,753	-221 Reduced 1.34%	16,269 $1.53 Million
Q2 2023 Jul 13, 2023	BUY	$97.49 - $100.53 $598,588 - $617,254	6,140 Added 59.32%	16,490 $1.62 Million
Q1 2023 May 11, 2023	BUY	$96.32 - $100.79 $96,223 - $100,689	999 Added 10.68%	10,350 $1.03 Million
Q4 2022 Jan 17, 2023	SELL	$93.63 - $99.69 $10,392 - $11,065	-111 Reduced 1.17%	9,351 $0
Q3 2022 Oct 14, 2022	BUY	$95.54 - $104.23 $152,864 - $166,768	1,600 Added 20.35%	9,462 $912,000
Q2 2022 Jul 11, 2022	SELL	$99.01 - $106.84 $1.75 Million - $1.89 Million	-17,686 Reduced 69.23%	7,862 $799,000
Q1 2022 Apr 18, 2022	BUY	$106.1 - $113.3 $1.13 Million - $1.2 Million	10,611 Added 71.04%	25,548 $2.74 Million
Q4 2021 Apr 12, 2022	BUY	$113.45 - $115.33 $1.69 Million - $1.72 Million	14,937 New	14,937 $1.7 Million

Others Institutions Holding AGG

# of Institutions

2,110

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

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