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

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Domani Wealth, LLC holds 14,881 shares of AGG stock, worth $1.44 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

14,881

Previous 15,209 2.16%

Holding current value

$1.44 Million

Previous $1.48 Million 0.47%

% of portfolio

0.34%

Previous 0.37%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$96.32 - $100.79 $31,592 - $33,059	-328 Reduced 2.16%	14,881 $1.48 Million
Q4 2022 Jan 20, 2023	BUY	$93.63 - $99.69 $1.42 Million - $1.52 Million	15,209 New	15,209 $0
Q2 2022 Jul 13, 2022	SELL	$99.01 - $106.84 $572,970 - $618,283	-5,787 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$106.1 - $113.3 $5.49 Million - $5.87 Million	-51,785 Reduced 89.95%	5,787 $620,000
Q4 2021 Jan 18, 2022	SELL	$113.45 - $115.33 $2.58 Million - $2.63 Million	-22,765 Reduced 28.34%	57,572 $6.57 Million
Q3 2021 Oct 20, 2021	SELL	$114.77 - $116.58 $2.72 Million - $2.76 Million	-23,706 Reduced 22.78%	80,337 $9.23 Million
Q2 2021 Jul 22, 2021	SELL	$113.78 - $115.33 $10.3 Million - $10.5 Million	-90,754 Reduced 46.59%	104,043 $12 Million
Q1 2021 Apr 12, 2021	SELL	$113.42 - $118.04 $8.18 Million - $8.51 Million	-72,092 Reduced 27.01%	194,797 $22.2 Million
Q4 2020 Jan 21, 2021	SELL	$117.06 - $118.42 $1.01 Million - $1.03 Million	-8,665 Reduced 3.14%	266,889 $31.5 Million
Q3 2020 Oct 13, 2020	SELL	$117.95 - $119.63 $422,496 - $428,514	-3,582 Reduced 1.28%	275,554 $32.5 Million
Q2 2020 Jul 24, 2020	SELL	$114.73 - $118.21 $3.01 Million - $3.1 Million	-26,223 Reduced 8.59%	279,136 $33 Million
Q1 2020 Apr 10, 2020	BUY	$106.57 - $117.86 $32.5 Million - $36 Million	305,359 New	305,359 $35.2 Million

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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