A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 516,385 shares of AGG stock, worth $50.5 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
516,385
Previous 475,131 8.68%
Holding current value
$50.5 Million
Previous $46.1 Million 13.39%
% of portfolio
0.59%
Previous 0.52%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$96.25 - $101.98 $3.97 Million - $4.21 Million
41,254 Added 8.68%
516,385 $52.3 Million
Q2 2024

Jul 22, 2024

BUY
$95.11 - $97.92 $2.01 Million - $2.07 Million
21,111 Added 4.65%
475,131 $46.1 Million
Q1 2024

May 13, 2024

BUY
$96.75 - $99.37 $1.41 Million - $1.44 Million
14,526 Added 3.31%
454,020 $44.5 Million
Q4 2023

Feb 02, 2024

BUY
$91.67 - $99.66 $4.91 Million - $5.34 Million
53,551 Added 13.88%
439,494 $43.6 Million
Q3 2023

Nov 08, 2023

BUY
$93.85 - $98.43 $4.06 Million - $4.26 Million
43,284 Added 12.63%
385,943 $36.3 Million
Q2 2023

Aug 03, 2023

BUY
$97.49 - $100.53 $5.15 Million - $5.32 Million
52,874 Added 18.25%
342,659 $33.6 Million
Q1 2023

Aug 22, 2023

SELL
$96.32 - $100.79 $2.44 Million - $2.55 Million
-25,325 Reduced 7.39%
317,334 $31.6 Million
Q1 2023

Jun 14, 2023

SELL
$96.32 - $100.79 $2.65 Million - $2.78 Million
-27,549 Reduced 8.68%
289,785 $28.9 Million
Q1 2023

May 10, 2023

BUY
$96.32 - $100.79 $2.65 Million - $2.77 Million
27,504 Added 9.49%
317,334 $31.6 Million
Q4 2022

Aug 30, 2023

SELL
$93.63 - $99.69 $4.95 Million - $5.27 Million
-52,874 Reduced 15.43%
289,785 $28.1 Million
Q4 2022

Feb 13, 2023

BUY
$93.63 - $99.69 $1.93 Million - $2.05 Million
20,587 Added 7.65%
289,830 $28.1 Million
Q3 2022

Feb 13, 2023

SELL
$95.54 - $104.23 $182,672 - $199,287
-1,912 Reduced 0.71%
269,243 $0
Q3 2022

Nov 14, 2022

BUY
$95.54 - $104.23 $7.19 Million - $7.85 Million
75,290 Added 38.44%
271,155 $26.8 Million
Q2 2022

Aug 15, 2022

SELL
$99.01 - $106.84 $2.91 Million - $3.14 Million
-29,407 Reduced 13.05%
195,865 $19.9 Million
Q1 2022

May 16, 2022

BUY
$106.1 - $113.3 $23.9 Million - $25.5 Million
225,272 New
225,272 $24.1 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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