Congress Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Congress Wealth Management LLC holds 120,401 shares of AGG stock, worth $12.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
120,401
Previous 113,537 6.05%
Holding current value
$12.2 Million
Previous $11.1 Million 5.11%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Aug 13, 2024
BUY
$95.11 - $97.92 $652,835 - $672,122
6,864 Added 6.05%
120,401 $11.7 Million
Q1 2024

Apr 18, 2024
BUY
$96.75 - $99.37 $260,064 - $267,106
2,688 Added 2.42%
113,537 $11.1 Million
Q4 2023

Feb 09, 2024
BUY
$91.67 - $99.66 $289,677 - $314,925
3,160 Added 2.93%
110,849 $11 Million
Q3 2023

Oct 30, 2023
BUY
$93.85 - $98.43 $9.38 Million - $9.83 Million
99,903 Added 1283.11%
107,689 $10.1 Million
Q2 2023

Jul 13, 2023
SELL
$97.49 - $100.53 $37,046 - $38,201
-380 Reduced 4.65%
7,786 $762,000
Q1 2023

Apr 14, 2023
SELL
$96.32 - $100.79 $30,822 - $32,252
-320 Reduced 3.77%
8,166 $813,000
Q4 2022

Feb 02, 2023
BUY
$93.63 - $99.69 $60,484 - $64,399
646 Added 8.24%
8,486 $823,000
Q3 2022

Nov 08, 2022
SELL
$95.54 - $104.23 $42,897 - $46,799
-449 Reduced 5.42%
7,840 $756,000
Q2 2022

Aug 11, 2022
SELL
$99.01 - $106.84 $119,406 - $128,849
-1,206 Reduced 12.7%
8,289 $844,000
Q1 2022

May 16, 2022
SELL
$106.1 - $113.3 $154,057 - $164,511
-1,452 Reduced 13.26%
9,495 $1.02 Million
Q4 2021

Feb 04, 2022
BUY
$113.45 - $115.33 $1.24 Million - $1.26 Million
10,947 New
10,947 $1.25 Million

Others Institutions Holding AGG

# of Institutions
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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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