Cahaba Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q4 2024

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 1,513,617 shares of AGG stock, worth $149 Million. This represents 12.17% of its overall portfolio holdings.

Number of Shares
1,513,617
Previous 1,469,626 2.99%
Holding current value
$149 Million
Previous $149 Million 1.45%
% of portfolio
12.17%
Previous 12.31%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $4.25 Million - $4.45 Million
43,991 Added 2.99%
1,513,617 $147 Million
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

# of Institutions
2,120
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Cahaba Wealth Management, Inc. Portfolio

Follow Cahaba Wealth Management, 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 Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email