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

Aprio Wealth Management, LLC

  • $484 Million
  • Q1 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 8,777 shares of AGG stock, worth $856,459. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,777
Previous 141,645 93.8%
Holding current value
$856,459
Previous $14.1 Million 93.89%
% of portfolio
0.18%
Previous 3.14%

Shares

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

Apr 10, 2024
SELL
$96.75 - $99.37 $12.9 Million - $13.2 Million
-132,868 Reduced 93.8%
8,777 $859,000
Q4 2023

Jan 17, 2024
BUY
$91.67 - $99.66 $591,454 - $643,006
6,452 Added 4.77%
141,645 $14.1 Million
Q3 2023

Oct 10, 2023
BUY
$93.85 - $98.43 $40,637 - $42,620
433 Added 0.32%
135,193 $12.7 Million
Q2 2023

Jul 13, 2023
BUY
$97.49 - $100.53 $1.57 Million - $1.62 Million
16,115 Added 13.58%
134,760 $13.2 Million
Q1 2023

Apr 14, 2023
BUY
$96.32 - $100.79 $11 Million - $11.5 Million
113,875 Added 2387.32%
118,645 $11.8 Million
Q4 2022

Jan 11, 2023
SELL
$94.17 - $99.69 $13 Million - $13.8 Million
-138,529 Reduced 96.67%
4,770 $0
Q3 2022

Oct 13, 2022
BUY
N/A
137,089 Added 2207.55%
143,299 $13.8 Million
Q2 2022

Jul 26, 2022
SELL
N/A
-5,280 Reduced 45.95%
6,210 $631,000
Q1 2022

Apr 19, 2022
SELL
N/A
-312,965 Reduced 96.46%
11,490 $1.23 Million
Q4 2021

Jan 26, 2022
BUY
N/A
733 Added 0.23%
324,455 $37 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-4,822 Reduced 1.47%
323,722 $37.2 Million
Q2 2021

Jul 23, 2021
BUY
N/A
46,329 Added 16.42%
328,544 $37.9 Million
Q4 2020

Jan 11, 2021
BUY
N/A
43,653 Added 18.3%
282,215 $33.4 Million
Q3 2020

Oct 14, 2020
BUY
N/A
79,715 Added 50.18%
238,562 $28.2 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-17,920 Reduced 10.14%
158,847 $18.8 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-48,946 Reduced 21.69%
176,767 $20.4 Million
Q4 2019

Feb 14, 2020
BUY
N/A
225,713 New
225,713 $25.4 Million

Others Institutions Holding AGG

# of Institutions
1,870
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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