Cypress Wealth Services, LLC Ishares Core U.S. Aggregate Bo Transaction History

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,526 shares of AGG stock, worth $349,955. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,526
Previous 4,095 13.89%
Holding current value
$349,955
Previous $404,000 13.61%
% of portfolio
0.07%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$96.84 - $99.46 $55,101 - $56,592
-569 Reduced 13.89%
3,526 $349,000
Q1 2025

Apr 10, 2025
SELL
$95.85 - $99.25 $33,068 - $34,241
-345 Reduced 7.77%
4,095 $404,000
Q4 2024

Jan 14, 2025
SELL
$96.64 - $101.23 $228,650 - $239,510
-2,366 Reduced 34.76%
4,440 $430,000
Q3 2024

Oct 08, 2024
SELL
$96.25 - $101.98 $51,012 - $54,049
-530 Reduced 7.22%
6,806 $689,000
Q2 2024

Jul 12, 2024
SELL
$95.11 - $97.92 $16,929 - $17,429
-178 Reduced 2.37%
7,336 $712,000
Q1 2024

Apr 15, 2024
SELL
$96.75 - $99.37 $27,864 - $28,618
-288 Reduced 3.69%
7,514 $735,000
Q4 2023

Jan 10, 2024
SELL
$91.67 - $99.66 $154,922 - $168,425
-1,690 Reduced 17.8%
7,802 $774,000
Q3 2023

Oct 13, 2023
SELL
$93.85 - $98.43 $833,575 - $874,255
-8,882 Reduced 48.34%
9,492 $892,000
Q2 2023

Jul 21, 2023
SELL
$97.49 - $100.53 $770,463 - $794,488
-7,903 Reduced 30.08%
18,374 $1.8 Million
Q1 2023

Apr 07, 2023
SELL
$96.32 - $100.79 $137,833 - $144,230
-1,431 Reduced 5.16%
26,277 $2.62 Million
Q4 2022

Jan 18, 2023
BUY
$93.63 - $99.69 $447,738 - $476,717
4,782 Added 20.86%
27,708 $0
Q3 2022

Oct 14, 2022
BUY
$95.54 - $104.23 $396,204 - $432,241
4,147 Added 22.08%
22,926 $2.2 Million
Q2 2022

Jul 27, 2022
BUY
$99.01 - $106.84 $777,723 - $839,228
7,855 Added 71.91%
18,779 $1.91 Million
Q1 2022

Apr 22, 2022
BUY
$106.1 - $113.3 $508,006 - $542,480
4,788 Added 78.03%
10,924 $1.17 Million
Q4 2021

Jan 19, 2022
BUY
$113.45 - $115.33 $488,742 - $496,841
4,308 Added 235.67%
6,136 $700,000
Q3 2021

Oct 13, 2021
BUY
$114.77 - $116.58 $209,799 - $213,108
1,828 New
1,828 $210,000

Others Institutions Holding AGG

# of Institutions
2,170
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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