Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$91.67 - $99.66 $91 - $99
1 Added 0.04%
2,426 $240,000
Q3 2023

Nov 13, 2023

BUY
$93.85 - $98.43 $35,475 - $37,206
378 Added 18.47%
2,425 $228,000
Q2 2023

Aug 11, 2023

SELL
$97.49 - $100.53 $64,635 - $66,651
-663 Reduced 24.46%
2,047 $200,000
Q1 2023

May 09, 2023

SELL
$96.32 - $100.79 $2.75 Million - $2.88 Million
-28,574 Reduced 91.34%
2,710 $270,000
Q4 2022

Feb 10, 2023

BUY
$93.63 - $99.69 $11,797 - $12,560
126 Added 0.4%
31,284 $3.03 Million
Q3 2022

Nov 01, 2022

BUY
$95.54 - $104.23 $614,226 - $670,094
6,429 Added 26.0%
31,158 $3 Million
Q2 2022

Aug 05, 2022

SELL
$99.01 - $106.84 $81,386 - $87,822
-822 Reduced 3.22%
24,729 $2.52 Million
Q1 2022

May 12, 2022

SELL
$106.1 - $113.3 $4.66 Million - $4.98 Million
-43,921 Reduced 63.22%
25,551 $2.74 Million
Q3 2021

Nov 12, 2021

BUY
$114.77 - $116.58 $531,729 - $540,115
4,633 Added 7.15%
69,472 $7.98 Million
Q2 2021

Aug 16, 2021

BUY
$113.78 - $115.33 $237,572 - $240,809
2,088 Added 3.33%
64,839 $7.48 Million
Q1 2021

May 11, 2021

BUY
$113.42 - $118.04 $439,162 - $457,050
3,872 Added 6.58%
62,751 $7.14 Million
Q4 2020

Mar 18, 2021

BUY
$117.06 - $118.42 $6.89 Million - $6.97 Million
58,879 New
58,879 $6.96 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.