A detailed history of Bsw Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bsw Wealth Partners holds 2,932 shares of AGG stock, worth $286,573. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,932
Previous 8,727 66.4%
Holding current value
$286,573
Previous $847,000 65.05%
% of portfolio
0.04%
Previous 0.14%

Shares

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

Oct 29, 2024

SELL
$96.25 - $101.98 $557,768 - $590,974
-5,795 Reduced 66.4%
2,932 $296,000
Q2 2024

Jul 16, 2024

BUY
$95.11 - $97.92 $189,173 - $194,762
1,989 Added 29.52%
8,727 $847,000
Q1 2024

Apr 23, 2024

BUY
$96.75 - $99.37 $273,512 - $280,918
2,827 Added 72.28%
6,738 $659,000
Q4 2023

Jan 25, 2024

SELL
$91.67 - $99.66 $91 - $99
-1 Reduced 0.03%
3,911 $388,000
Q3 2023

Oct 27, 2023

SELL
$93.85 - $98.43 $2,252 - $2,362
-24 Reduced 0.61%
3,912 $367,000
Q1 2023

May 15, 2023

BUY
$96.32 - $100.79 $2,311 - $2,418
24 Added 0.61%
3,936 $392,000
Q3 2022

Nov 14, 2022

SELL
$95.54 - $104.23 $14,617 - $15,947
-153 Reduced 3.76%
3,912 $377,000
Q2 2022

Aug 15, 2022

SELL
$99.01 - $106.84 $4,356 - $4,700
-44 Reduced 1.07%
4,065 $413,000
Q1 2022

May 16, 2022

BUY
$106.1 - $113.3 $106 - $113
1 Added 0.02%
4,109 $440,000
Q4 2021

Feb 14, 2022

BUY
$113.45 - $115.33 $226 - $230
2 Added 0.05%
4,108 $469,000
Q3 2021

Nov 15, 2021

BUY
$114.77 - $116.58 $38,677 - $39,287
337 Added 8.94%
4,106 $471,000
Q2 2021

Aug 16, 2021

SELL
$113.78 - $115.33 $19,001 - $19,260
-167 Reduced 4.24%
3,769 $435,000
Q1 2021

May 17, 2021

BUY
$113.42 - $118.04 $19,167 - $19,948
169 Added 4.49%
3,936 $448,000
Q4 2020

Feb 16, 2021

BUY
$117.06 - $118.42 $351 - $355
3 Added 0.08%
3,767 $445,000
Q4 2019

Feb 18, 2020

SELL
$111.81 - $113.82 $118,518 - $120,649
-1,060 Reduced 21.97%
3,764 $423,000
Q3 2019

Nov 12, 2019

SELL
$111.75 - $113.28 $1.94 Million - $1.97 Million
-17,403 Reduced 78.3%
4,824 $546,000
Q2 2019

Aug 13, 2019

SELL
N/A
-1,250 Reduced 5.32%
22,227 $2.48 Million
Q1 2019

May 14, 2019

SELL
N/A
-1,585 Reduced 6.32%
23,477 $2.56 Million
Q4 2018

Feb 13, 2019

BUY
N/A
14,678 Added 141.35%
25,062 $2.67 Million
Q3 2018

Nov 09, 2018

BUY
N/A
1,759 Added 20.39%
10,384 $1.1 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-3,475 Reduced 28.72%
8,625 $917,000
Q1 2018

May 10, 2018

BUY
N/A
1,494 Added 14.09%
12,100 $1.3 Million
Q4 2017

Feb 08, 2018

BUY
N/A
964 Added 10.0%
10,606 $1.16 Million
Q3 2017

Nov 03, 2017

BUY
N/A
9,642
9,642 $1.06 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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