Buckingham Strategic Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 8,999 shares of AGG stock, worth $879,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,999
Previous 17,295 47.97%
Holding current value
$879,562
Previous $1.69 Million 48.43%
% of portfolio
0.01%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $789,032 - $812,344
-8,296 Reduced 47.97%
8,999 $873,000
Q1 2024

May 09, 2024
BUY
$96.75 - $99.37 $669,606 - $687,739
6,921 Added 66.71%
17,295 $1.69 Million
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $503,451 - $547,332
5,492 Added 112.49%
10,374 $1.03 Million
Q3 2023

Nov 13, 2023
SELL
$93.85 - $98.43 $27,873 - $29,233
-297 Reduced 5.73%
4,882 $459,000
Q2 2023

Aug 11, 2023
SELL
$97.49 - $100.53 $406,728 - $419,411
-4,172 Reduced 44.62%
5,179 $507,000
Q4 2022

Feb 13, 2023
SELL
$93.63 - $99.69 $267,313 - $284,614
-2,855 Reduced 23.39%
9,351 $906,000
Q3 2022

Nov 07, 2022
BUY
$95.54 - $104.23 $637,251 - $695,214
6,670 Added 120.48%
12,206 $1.18 Million
Q2 2022

Aug 12, 2022
SELL
$99.01 - $106.84 $61,386 - $66,240
-620 Reduced 10.07%
5,536 $563,000
Q1 2022

May 10, 2022
SELL
$106.1 - $113.3 $287,637 - $307,156
-2,711 Reduced 30.57%
6,156 $659,000
Q4 2021

Feb 09, 2022
SELL
$113.45 - $115.33 $279,427 - $284,057
-2,463 Reduced 21.74%
8,867 $1.01 Million
Q3 2021

Nov 10, 2021
BUY
$114.77 - $116.58 $575,456 - $584,532
5,014 Added 79.39%
11,330 $1.3 Million
Q2 2021

Aug 06, 2021
SELL
$113.78 - $115.33 $122,541 - $124,210
-1,077 Reduced 14.57%
6,316 $728,000
Q1 2021

Apr 30, 2021
BUY
$113.42 - $118.04 $119,204 - $124,060
1,051 Added 16.57%
7,393 $842,000
Q4 2020

Feb 16, 2021
BUY
$117.06 - $118.42 $284,572 - $287,879
2,431 Added 62.16%
6,342 $750,000
Q3 2020

Nov 12, 2020
SELL
$117.95 - $119.63 $110,283 - $111,854
-935 Reduced 19.29%
3,911 $462,000
Q2 2020

Aug 03, 2020
SELL
$114.73 - $118.21 $344,419 - $354,866
-3,002 Reduced 38.25%
4,846 $573,000
Q1 2020

May 07, 2020
BUY
$106.57 - $117.86 $468,694 - $518,348
4,398 Added 127.48%
7,848 $905,000
Q4 2019

Feb 04, 2020
SELL
$111.81 - $113.82 $46,512 - $47,349
-416 Reduced 10.76%
3,450 $388,000
Q3 2019

Nov 12, 2019
BUY
$111.75 - $113.28 $111,638 - $113,166
999 Added 34.84%
3,866 $438,000
Q2 2019

Aug 05, 2019
SELL
N/A
-362 Reduced 11.21%
2,867 $319,000
Q1 2019

May 02, 2019
SELL
N/A
-6,556 Reduced 67.0%
3,229 $352,000
Q4 2018

Feb 11, 2019
BUY
N/A
9,785 New
9,785 $1.04 Million

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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