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

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 225,061 shares of AGG stock, worth $21.8 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
225,061
Previous 211,313 6.51%
Holding current value
$21.8 Million
Previous $21.1 Million 4.7%
% of portfolio
2.21%
Previous 2.17%

Shares

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

Jul 24, 2023
BUY
$97.49 - $100.53 $1.34 Million - $1.38 Million
13,748 Added 6.51%
225,061 $22 Million
Q1 2023

Apr 27, 2023
SELL
$96.32 - $100.79 $140,819 - $147,354
-1,462 Reduced 0.69%
211,313 $21.1 Million
Q4 2022

Jan 31, 2023
SELL
$94.17 - $99.69 $1.42 Million - $1.51 Million
-15,126 Reduced 6.64%
212,775 $20.6 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-33,387 Reduced 12.78%
227,901 $22 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-7,110 Reduced 2.65%
261,288 $26.6 Million
Q1 2022

May 09, 2022
BUY
N/A
25,435 Added 10.47%
268,398 $28.7 Million
Q4 2021

Jan 28, 2022
BUY
N/A
22,317 Added 10.11%
242,963 $27.7 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-44,678 Reduced 16.84%
220,646 $25.3 Million
Q2 2021

Aug 10, 2021
BUY
N/A
12,379 Added 4.89%
265,324 $30.6 Million
Q1 2021

May 11, 2021
BUY
N/A
25,117 Added 11.02%
252,945 $28.8 Million
Q4 2020

Feb 04, 2021
BUY
N/A
18,401 Added 8.79%
227,828 $26.9 Million
Q3 2020

Nov 05, 2020
BUY
N/A
49,426 Added 30.89%
209,427 $24.7 Million
Q2 2020

Aug 13, 2020
BUY
N/A
137,879 Added 623.27%
160,001 $18.9 Million
Q1 2020

Apr 24, 2020
SELL
N/A
-7,768 Reduced 25.99%
22,122 $2.55 Million
Q4 2019

Feb 10, 2020
BUY
N/A
1,296 Added 4.53%
29,890 $3.36 Million
Q3 2019

Nov 08, 2019
BUY
N/A
3,811 Added 15.38%
28,594 $3.24 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-2,691 Reduced 9.79%
24,783 $2.76 Million
Q1 2019

May 09, 2019
BUY
N/A
2,016 Added 7.92%
27,474 $3 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-2,213 Reduced 8.0%
25,458 $2.71 Million
Q3 2018

Nov 09, 2018
BUY
N/A
7,688 Added 38.47%
27,671 $2.92 Million
Q2 2018

Jul 23, 2018
BUY
N/A
3,223 Added 19.23%
19,983 $2.13 Million
Q1 2018

May 03, 2018
BUY
N/A
8,432 Added 101.25%
16,760 $1.8 Million
Q4 2017

Jan 16, 2018
BUY
N/A
173 Added 2.12%
8,328 $910,000
Q3 2017

Oct 18, 2017
BUY
N/A
8,155
8,155 $894,000

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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