A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 1,469,626 shares of AGG stock, worth $144 Million. This represents 12.31% of its overall portfolio holdings.

Number of Shares
1,469,626
Previous 1,420,456 3.46%
Holding current value
$144 Million
Previous $138 Million 7.94%
% of portfolio
12.31%
Previous 12.17%

Shares

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

Oct 18, 2024

BUY
$96.25 - $101.98 $4.73 Million - $5.01 Million
49,170 Added 3.46%
1,469,626 $149 Million
Q2 2024

Aug 05, 2024

BUY
$95.11 - $97.92 $5.15 Million - $5.3 Million
54,159 Added 3.96%
1,420,456 $138 Million
Q1 2024

Apr 22, 2024

BUY
$96.75 - $99.37 $4.49 Million - $4.61 Million
46,420 Added 3.52%
1,366,297 $134 Million
Q4 2023

Jan 23, 2024

BUY
$91.67 - $99.66 $1.61 Million - $1.75 Million
17,583 Added 1.35%
1,319,877 $131 Million
Q3 2023

Oct 18, 2023

BUY
$93.85 - $98.43 $1.5 Million - $1.57 Million
15,977 Added 1.24%
1,302,294 $122 Million
Q2 2023

Jul 26, 2023

BUY
$97.49 - $100.53 $2.38 Million - $2.46 Million
24,424 Added 1.94%
1,286,317 $126 Million
Q1 2023

May 04, 2023

BUY
$96.32 - $100.79 $3.8 Million - $3.97 Million
39,411 Added 3.22%
1,261,893 $126 Million
Q4 2022

Jan 30, 2023

BUY
$93.63 - $99.69 $1.86 Million - $1.98 Million
19,849 Added 1.65%
1,222,482 $119 Million
Q3 2022

Oct 18, 2022

BUY
$95.54 - $104.23 $2.26 Million - $2.46 Million
23,637 Added 2.0%
1,202,633 $116 Million
Q2 2022

Jul 19, 2022

BUY
$99.01 - $106.84 $2.02 Million - $2.18 Million
20,406 Added 1.76%
1,178,996 $120 Million
Q1 2022

May 05, 2022

BUY
$106.1 - $113.3 $5.76 Million - $6.16 Million
54,328 Added 4.92%
1,158,590 $119 Million
Q4 2021

Feb 01, 2022

BUY
$113.45 - $115.33 $7.78 Million - $7.91 Million
68,563 Added 6.62%
1,104,262 $126 Million
Q3 2021

Oct 15, 2021

BUY
$114.77 - $116.58 $1.68 Million - $1.7 Million
14,602 Added 1.43%
1,035,699 $119 Million
Q2 2021

Aug 13, 2021

BUY
$113.78 - $115.33 $1.79 Million - $1.81 Million
15,709 Added 1.56%
1,021,097 $119 Million
Q1 2021

May 06, 2021

BUY
$113.42 - $118.04 $7.53 Million - $7.84 Million
66,384 Added 7.07%
1,005,388 $114 Million
Q4 2020

Feb 10, 2021

BUY
$117.06 - $118.42 $6.23 Million - $6.3 Million
53,218 Added 6.01%
939,004 $110 Million
Q3 2020

Oct 27, 2020

BUY
$117.95 - $119.63 $4.64 Million - $4.71 Million
39,349 Added 4.65%
885,786 $105 Million
Q2 2020

Aug 03, 2020

SELL
$114.73 - $118.21 $99,241 - $102,251
-865 Reduced 0.1%
846,437 $101 Million
Q1 2020

Apr 30, 2020

BUY
$106.57 - $117.86 $881,760 - $975,173
8,274 Added 0.99%
847,302 $97.8 Million
Q4 2019

Feb 10, 2020

BUY
$111.81 - $113.82 $3.43 Million - $3.49 Million
30,673 Added 3.79%
839,028 $94.3 Million
Q3 2019

Oct 23, 2019

BUY
$111.75 - $113.28 $3.21 Million - $3.25 Million
28,690 Added 3.68%
808,355 $91.5 Million
Q2 2019

Jul 31, 2019

BUY
N/A
52,574 Added 7.23%
779,665 $86.8 Million
Q1 2019

Apr 08, 2019

BUY
N/A
20,084 Added 2.84%
727,091 $79.3 Million
Q4 2018

Jan 14, 2019

BUY
N/A
25,096 Added 3.68%
707,007 $75.3 Million
Q3 2018

Oct 04, 2018

BUY
N/A
9,088 Added 1.35%
681,911 $71.8 Million
Q2 2018

Jul 26, 2018

BUY
N/A
23,030 Added 3.54%
672,823 $71.5 Million
Q1 2018

Apr 05, 2018

BUY
N/A
53,620 Added 8.99%
649,793 $69.5 Million
Q4 2017

Jan 24, 2018

BUY
N/A
76,930 Added 14.82%
596,173 $65.2 Million
Q3 2017

Oct 12, 2017

BUY
N/A
519,243
519,243 $56.9 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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