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 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

10,296

Previous 11,453 10.1%

Holding current value

$1 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

1,929

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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