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

Atticus Wealth Management, LLC

$267 Million
Q2 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 7 shares of AGG stock, worth $710. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 7 -0.0%

Holding current value

$710

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,921

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

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