A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 11,869 shares of AGG stock, worth $1.17 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,869
Previous 11,962 0.78%
Holding current value
$1.17 Million
Previous $1.19 Million 2.43%
% of portfolio
0.13%
Previous 0.15%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

SELL
$97.49 - $100.53 $9,066 - $9,349
-93 Reduced 0.78%
11,869 $1.16 Million
Q1 2023

May 09, 2023

BUY
$96.32 - $100.79 $963 - $1,007
10 Added 0.08%
11,962 $1.19 Million
Q4 2022

Jan 27, 2023

SELL
$93.63 - $99.69 $205,517 - $218,819
-2,195 Reduced 15.52%
11,952 $0
Q3 2022

Nov 02, 2022

SELL
$95.54 - $104.23 $243,913 - $266,099
-2,553 Reduced 15.29%
14,147 $1.36 Million
Q2 2022

Aug 25, 2022

SELL
$99.01 - $106.84 $3,861 - $4,166
-39 Reduced 0.23%
16,700 $1.7 Million
Q1 2022

May 06, 2022

SELL
$106.1 - $113.3 $55,065 - $58,802
-519 Reduced 3.01%
16,739 $1.79 Million
Q4 2021

Feb 11, 2022

SELL
$113.45 - $115.33 $140,451 - $142,778
-1,238 Reduced 6.69%
17,258 $1.97 Million
Q3 2021

Nov 09, 2021

BUY
$114.77 - $116.58 $1,032 - $1,049
9 Added 0.05%
18,496 $2.12 Million
Q2 2021

Sep 03, 2021

BUY
$113.78 - $115.33 $13,312 - $13,493
117 Added 0.64%
18,487 $2.13 Million
Q1 2021

May 14, 2021

SELL
$113.42 - $118.04 $265,856 - $276,685
-2,344 Reduced 11.32%
18,370 $2.09 Million
Q4 2020

Feb 12, 2021

SELL
$117.06 - $118.42 $39,332 - $39,789
-336 Reduced 1.6%
20,714 $2.45 Million
Q3 2020

Nov 12, 2020

BUY
$117.95 - $119.63 $173,268 - $175,736
1,469 Added 7.5%
21,050 $2.49 Million
Q2 2020

Aug 14, 2020

BUY
$114.73 - $118.21 $28,223 - $29,079
246 Added 1.27%
19,581 $2.32 Million
Q1 2020

May 15, 2020

SELL
$106.57 - $117.86 $764,426 - $845,409
-7,173 Reduced 27.06%
19,335 $2.23 Million
Q4 2019

Feb 14, 2020

SELL
$111.81 - $113.82 $1.67 Million - $1.7 Million
-14,945 Reduced 36.05%
26,508 $2.98 Million
Q3 2019

Nov 12, 2019

SELL
$111.75 - $113.28 $56,769 - $57,546
-508 Reduced 1.21%
41,453 $4.69 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-40 Reduced 0.1%
41,961 $4.67 Million
Q1 2019

May 15, 2019

SELL
N/A
-440 Reduced 1.04%
42,001 $4.58 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-4,188 Reduced 8.98%
42,441 $4.52 Million
Q3 2018

Nov 07, 2018

SELL
N/A
-3,402 Reduced 6.8%
46,629 $4.92 Million
Q2 2018

Aug 27, 2018

SELL
N/A
-2,615 Reduced 4.97%
50,031 $5.32 Million
Q1 2018

May 23, 2018

SELL
N/A
-4,830 Reduced 8.4%
52,646 $5.65 Million
Q4 2017

Feb 14, 2018

BUY
N/A
6,992 Added 13.85%
57,476 $6.28 Million
Q3 2017

Nov 08, 2017

BUY
N/A
50,484
50,484 $5.53 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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