Atticus Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 150,153 shares of AGG stock, worth $14.8 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares

150,153

Holding current value

$14.8 Million

% of portfolio

4.95%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $14.5 Million - $15.2 Million	150,153 New	150,153 $14.5 Million
Q4 2023 Jan 17, 2024	SELL	$91.67 - $99.66 $13,108 - $14,251	-143 Reduced 95.33%	7 $0
Q3 2023 Nov 15, 2023	SELL	$93.85 - $98.43 $132,797 - $139,278	-1,415 Reduced 90.42%	150 $14,000
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $506,070 - $521,851	-5,191 Reduced 76.84%	1,565 $153,000
Q1 2023 Apr 17, 2023	BUY	$96.32 - $100.79 $558,463 - $584,380	5,798 Added 605.22%	6,756 $673,000
Q4 2022 Jan 31, 2023	BUY	$93.63 - $99.69 $1,310 - $1,395	14 Added 1.48%	958 $92,000
Q2 2022 Jul 13, 2022	BUY	$99.01 - $106.84 $396 - $427	4 Added 0.43%	944 $96,000
Q1 2022 Apr 15, 2022	BUY	$106.1 - $113.3 $318 - $339	3 Added 0.32%	940 $101,000
Q4 2021 Jan 26, 2022	SELL	$113.45 - $115.33 $12,366 - $12,570	-109 Reduced 10.42%	937 $107,000
Q3 2021 Oct 18, 2021	SELL	$114.77 - $116.58 $60,139 - $61,087	-524 Reduced 33.38%	1,046 $120,000
Q2 2021 Jul 21, 2021	SELL	$113.78 - $115.33 $24,690 - $25,026	-217 Reduced 12.14%	1,570 $181,000
Q1 2021 Apr 15, 2021	SELL	$113.42 - $118.04 $51,379 - $53,472	-453 Reduced 20.22%	1,787 $203,000
Q4 2020 Jan 20, 2021	BUY	$117.06 - $118.42 $117 - $118	1 Added 0.04%	2,240 $265,000
Q3 2020 Oct 21, 2020	BUY	$117.95 - $119.63 $117 - $119	1 Added 0.04%	2,239 $264,000
Q2 2020 Jul 15, 2020	SELL	$114.73 - $118.21 $3.15 Million - $3.24 Million	-27,448 Reduced 92.46%	2,238 $265,000
Q1 2020 Apr 23, 2020	SELL	$106.57 - $117.86 $316,512 - $350,044	-2,970 Reduced 9.09%	29,686 $3.43 Million
Q4 2019 Feb 03, 2020	BUY	$111.81 - $113.82 $3.65 Million - $3.72 Million	32,656 New	32,656 $3.67 Million

Others Institutions Holding AGG

# of Institutions

2,133

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Account

Atticus Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History