A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 14,565 shares of AGG stock, worth $1.42 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
14,565
Previous 12,396 17.5%
Holding current value
$1.42 Million
Previous $1.2 Million 22.53%
% of portfolio
0.45%
Previous 0.4%

Shares

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

Nov 04, 2024

BUY
$96.25 - $101.98 $208,766 - $221,194
2,169 Added 17.5%
14,565 $1.47 Million
Q2 2024

Aug 07, 2024

BUY
$95.11 - $97.92 $1.18 Million - $1.21 Million
12,396 New
12,396 $1.2 Million
Q2 2022

Aug 01, 2022

BUY
$99.01 - $106.84 $396 - $427
4 Added 0.13%
2,996 $305,000
Q1 2022

Apr 26, 2022

SELL
$106.1 - $113.3 $21,750 - $23,226
-205 Reduced 6.41%
2,992 $320,000
Q4 2021

Jan 14, 2022

SELL
$113.45 - $115.33 $60,128 - $61,124
-530 Reduced 14.22%
3,197 $365,000
Q3 2021

Oct 14, 2021

SELL
$114.77 - $116.58 $106,736 - $108,419
-930 Reduced 19.97%
3,727 $428,000
Q2 2021

Jul 13, 2021

SELL
$113.78 - $115.33 $1.1 Million - $1.12 Million
-9,671 Reduced 67.5%
4,657 $537,000
Q1 2021

May 17, 2021

SELL
$113.42 - $118.04 $426,345 - $443,712
-3,759 Reduced 20.78%
14,328 $1.63 Million
Q4 2020

Jan 26, 2021

SELL
$117.06 - $118.42 $235,407 - $238,142
-2,011 Reduced 10.01%
18,087 $2.14 Million
Q3 2020

Oct 07, 2020

BUY
$117.95 - $119.63 $226,581 - $229,809
1,921 Added 10.57%
20,098 $2.37 Million
Q2 2020

Jul 07, 2020

BUY
$114.73 - $118.21 $307,476 - $316,802
2,680 Added 17.29%
18,177 $2.15 Million
Q1 2020

Apr 08, 2020

BUY
$106.57 - $117.86 $1.28 Million - $1.41 Million
11,996 Added 342.64%
15,497 $1.79 Million
Q4 2019

Feb 14, 2020

BUY
$111.81 - $113.82 $391,446 - $398,483
3,501 New
3,501 $393,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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