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

Core Wealth Advisors, Inc.

  • $310 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$93.85 - $98.43 $378,121 - $396,574
-4,029 Reduced 96.16%
161 $15,000
Q2 2023

Aug 14, 2023
BUY
$97.49 - $100.53 $108,701 - $112,090
1,115 Added 36.26%
4,190 $410,000
Q1 2023

Apr 27, 2023
BUY
$96.32 - $100.79 $197,744 - $206,921
2,053 Added 200.88%
3,075 $306,000
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $71,346 - $75,963
762 Added 293.08%
1,022 $99,000
Q2 2022

Aug 12, 2022
BUY
$99.01 - $106.84 $25,742 - $27,778
260 New
260 $26,000
Q2 2021

Aug 03, 2021
SELL
$113.78 - $115.33 $9,443 - $9,572
-83 Closed
0 $0
Q1 2021

May 04, 2021
SELL
$113.42 - $118.04 $3.2 Million - $3.33 Million
-28,240 Reduced 99.71%
83 $9,000
Q4 2020

Feb 05, 2021
BUY
$117.06 - $118.42 $283,285 - $286,576
2,420 Added 9.34%
28,323 $3.35 Million
Q3 2020

Nov 12, 2020
BUY
$117.95 - $119.63 $820,342 - $832,026
6,955 Added 36.71%
25,903 $3.06 Million
Q2 2020

Jul 31, 2020
BUY
$114.73 - $118.21 $2.17 Million - $2.24 Million
18,909 Added 48484.62%
18,948 $2.24 Million
Q1 2020

Apr 29, 2020
BUY
$106.57 - $117.86 $4,156 - $4,596
39 New
39 $4,000

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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