Atlas Private Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024

A detailed history of Atlas Private Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlas Private Wealth Management holds 47,397 shares of AGG stock, worth $4.79 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
47,397
Previous 33,873 39.93%
Holding current value
$4.79 Million
Previous $3.36 Million 38.11%
% of portfolio
2.05%
Previous 1.66%

Shares

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

Apr 15, 2024
BUY
$96.75 - $99.37 $1.31 Million - $1.34 Million
13,524 Added 39.93%
47,397 $4.64 Million
Q4 2023

Jan 19, 2024
BUY
$91.67 - $99.66 $261,717 - $284,529
2,855 Added 9.2%
33,873 $3.36 Million
Q3 2023

Oct 23, 2023
BUY
$93.85 - $98.43 $291,967 - $306,215
3,111 Added 11.15%
31,018 $2.92 Million
Q2 2023

Jul 13, 2023
BUY
$97.49 - $100.53 $621,401 - $640,778
6,374 Added 29.6%
27,907 $2.73 Million
Q1 2023

Apr 26, 2023
SELL
$96.32 - $100.79 $223,462 - $233,832
-2,320 Reduced 9.73%
21,533 $2.15 Million
Q4 2022

Jan 18, 2023
SELL
$94.17 - $99.69 $657,306 - $695,836
-6,980 Reduced 22.64%
23,853 $0
Q3 2022

Oct 26, 2022
BUY
N/A
1,973 Added 6.84%
30,833 $2.97 Million
Q2 2022

Jul 19, 2022
BUY
N/A
1,601 Added 5.87%
28,860 $2.94 Million
Q1 2022

Apr 25, 2022
BUY
N/A
2,099 Added 8.34%
27,259 $2.92 Million
Q4 2021

Feb 07, 2022
BUY
N/A
74 Added 0.29%
25,160 $2.87 Million
Q3 2021

Oct 25, 2021
BUY
N/A
2,344 Added 10.31%
25,086 $2.88 Million
Q2 2021

Aug 05, 2021
BUY
N/A
143 Added 0.63%
22,742 $2.62 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-4,692 Reduced 17.19%
22,599 $2.57 Million
Q4 2020

Jan 27, 2021
SELL
N/A
-71 Reduced 0.26%
27,291 $3.23 Million
Q3 2020

Nov 05, 2020
BUY
N/A
4,759 Added 21.05%
27,362 $3.23 Million
Q2 2020

Aug 04, 2020
SELL
N/A
-3,513 Reduced 13.45%
22,603 $2.67 Million
Q1 2020

May 12, 2020
BUY
N/A
269 Added 1.04%
26,116 $0
Q4 2019

Feb 11, 2020
BUY
N/A
25,847 New
25,847 $2.9 Million

Others Institutions Holding AGG

# of Institutions
1,919
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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