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

Beaird Harris Wealth Management, LLC

  • $1.19 Billion
  • Q2 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,577 shares of AGG stock, worth $158,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,577
Previous 1,577 -0.0%
Holding current value
$158,756
Previous $155,000 0.65%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$95.85 - $99.25 $1,246 - $1,290
-13 Reduced 0.82%
1,577 $155,000
Q4 2024

Feb 10, 2025
BUY
$96.64 - $101.23 $72,576 - $76,023
751 Added 89.51%
1,590 $154,000
Q2 2024

Aug 15, 2024
SELL
$95.11 - $97.92 $1,807 - $1,860
-19 Reduced 2.21%
839 $81,000
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $17,995 - $18,482
-186 Reduced 17.82%
858 $84,000
Q4 2023

Feb 27, 2024
BUY
$91.67 - $99.66 $58,302 - $63,383
636 Added 155.88%
1,044 $103,000
Q3 2023

Nov 15, 2023
SELL
$93.85 - $98.43 $1,595 - $1,673
-17 Reduced 4.0%
408 $38,000
Q1 2023

Apr 24, 2023
BUY
$96.32 - $100.79 $1,637 - $1,713
17 Added 4.17%
425 $42,000
Q2 2022

Aug 12, 2022
SELL
$99.01 - $106.84 $39,901 - $43,056
-403 Reduced 49.69%
408 $41,000
Q4 2021

May 17, 2022
BUY
$113.45 - $115.33 $92,007 - $93,532
811 New
811 $93,000

Others Institutions Holding AGG

# of Institutions
2,193
Shares Held
1.29B
Call Options Held
213K
Put Options Held
130K
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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