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

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aspireon Wealth Advisors holds 10,296 shares of AGG stock, worth $1.03 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

10,296

Previous 11,453 10.1%

Holding current value

$1.03 Million

Previous $1.28 Million 20.03%

% of portfolio

0.56%

Previous 0.66%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	SELL	$96.32 - $100.79 $111,442 - $116,614	-1,157 Reduced 10.1%	10,296 $1.03 Million
Q4 2022 Feb 08, 2023	BUY	$93.63 - $99.69 $31,927 - $33,994	341 Added 3.07%	11,453 $1.28 Million
Q3 2022 Nov 18, 2022	BUY	$95.54 - $104.23 $515,342 - $562,216	5,394 Added 94.33%	11,112 $1.07 Million
Q3 2022 Nov 15, 2022	SELL	$95.54 - $104.23 $383,210 - $418,066	-4,011 Reduced 41.23%	5,718 $1.33 Million
Q2 2022 Jul 29, 2022	SELL	$99.01 - $106.84 $39,604 - $42,736	-400 Reduced 3.95%	9,729 $991,000
Q1 2022 May 11, 2022	SELL	$106.1 - $113.3 $81,166 - $86,674	-765 Reduced 7.02%	10,129 $1.09 Million
Q4 2021 Feb 15, 2022	BUY	$113.45 - $115.33 $175,393 - $178,300	1,546 Added 16.54%	10,894 $1.24 Million
Q3 2021 Nov 15, 2021	SELL	$114.77 - $116.58 $371,625 - $377,486	-3,238 Reduced 25.73%	9,348 $1.07 Million
Q2 2021 Aug 16, 2021	BUY	$113.78 - $115.33 $294,235 - $298,243	2,586 Added 25.86%	12,586 $1.45 Million
Q1 2021 Apr 19, 2021	SELL	$113.42 - $118.04 $170,130 - $177,060	-1,500 Reduced 13.04%	10,000 $1.2 Million
Q4 2020 Feb 23, 2021	BUY	$117.06 - $118.42 $1.35 Million - $1.36 Million	11,500 New	11,500 $1.36 Million

Others Institutions Holding AGG

# of Institutions

2,219

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspireon Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Aspireon Wealth Advisors with notifications on news.

Account

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