Arkadios Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Arkadios Wealth Advisors

  • $1.4 Billion
  • Q2 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Arkadios Wealth Advisors holds 9,620 shares of AGG stock, worth $977,007. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,620
Previous 3,778 154.63%
Holding current value
$977,007
Previous $370,000 152.16%
% of portfolio
0.07%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$95.11 - $97.92 $555,632 - $572,048
5,842 Added 154.63%
9,620 $933,000
Q1 2024

Apr 30, 2024
SELL
$96.75 - $99.37 $88,913 - $91,321
-919 Reduced 19.57%
3,778 $370,000
Q4 2023

Jan 24, 2024
BUY
$91.67 - $99.66 $222,849 - $242,273
2,431 Added 107.28%
4,697 $466,000
Q3 2023

Oct 13, 2023
BUY
$93.85 - $98.43 $212,664 - $223,042
2,266 New
2,266 $213,000
Q3 2022

Oct 21, 2022
SELL
$95.54 - $104.23 $5,732 - $6,253
-60 Reduced 2.55%
2,294 $221,000
Q2 2022

Jul 14, 2022
BUY
$99.01 - $106.84 $10,990 - $11,859
111 Added 4.95%
2,354 $239,000
Q1 2022

May 02, 2022
SELL
$106.1 - $113.3 $134,004 - $143,097
-1,263 Reduced 36.02%
2,243 $240,000
Q4 2021

Feb 03, 2022
SELL
$113.45 - $115.33 $45,039 - $45,786
-397 Reduced 10.17%
3,506 $400,000
Q3 2021

Oct 19, 2021
SELL
$114.77 - $116.58 $69,321 - $70,414
-604 Reduced 13.4%
3,903 $448,000
Q2 2021

Jul 28, 2021
SELL
$113.78 - $115.33 $3.34 Million - $3.38 Million
-29,338 Reduced 86.68%
4,507 $519,000
Q1 2021

Apr 26, 2021
BUY
$113.42 - $118.04 $1.31 Million - $1.37 Million
11,574 Added 51.97%
33,845 $3.85 Million
Q4 2020

Feb 09, 2021
BUY
$117.06 - $118.42 $2.53 Million - $2.56 Million
21,632 Added 3385.29%
22,271 $2.63 Million
Q3 2020

Nov 10, 2020
BUY
$117.95 - $119.63 $117 - $119
1 Added 0.16%
639 $75.4 Million
Q2 2020

Aug 10, 2020
BUY
$114.73 - $118.21 $9,522 - $9,811
83 Added 14.95%
638 $75.8 Million
Q1 2020

May 14, 2020
BUY
$106.57 - $117.86 $59,146 - $65,412
555 New
555 $64 Million

Others Institutions Holding AGG

# of Institutions
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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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