Elwood & Goetz Wealth Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $412 Million
  • Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 192,670 shares of AGG stock, worth $18.8 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
192,670
Previous 396,663 51.43%
Holding current value
$18.8 Million
Previous $39.4 Million 52.07%
% of portfolio
4.58%
Previous 8.32%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$96.75 - $99.37 $19.7 Million - $20.3 Million
-203,993 Reduced 51.43%
192,670 $18.9 Million
Q4 2023

Jan 18, 2024
BUY
$91.67 - $99.66 $3.07 Million - $3.34 Million
33,490 Added 9.22%
396,663 $39.4 Million
Q3 2023

Oct 19, 2023
SELL
$93.85 - $98.43 $4.22 Million - $4.43 Million
-45,005 Reduced 11.03%
363,173 $34.2 Million
Q2 2023

Jul 28, 2023
BUY
$97.49 - $100.53 $884,819 - $912,410
9,076 Added 2.27%
408,178 $40 Million
Q1 2023

Apr 19, 2023
BUY
$96.32 - $100.79 $12.2 Million - $12.8 Million
127,162 Added 46.76%
399,102 $39.8 Million
Q4 2022

Jan 27, 2023
BUY
$94.17 - $99.69 $995,753 - $1.05 Million
10,574 Added 4.05%
271,940 $26.4 Million
Q3 2022

Oct 28, 2022
BUY
N/A
26,357 Added 11.22%
261,366 $25.2 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-5,729 Reduced 2.38%
235,009 $23.9 Million
Q1 2022

Apr 15, 2022
SELL
N/A
-63,455 Reduced 20.86%
240,738 $25.8 Million
Q4 2021

Jan 14, 2022
BUY
N/A
16,413 Added 5.7%
304,193 $34.7 Million
Q3 2021

Oct 18, 2021
SELL
N/A
-38,942 Reduced 11.92%
287,780 $33 Million
Q2 2021

Jul 15, 2021
BUY
N/A
25,519 Added 8.47%
326,722 $37.7 Million
Q1 2021

Apr 15, 2021
BUY
N/A
50,205 Added 20.0%
301,203 $34.3 Million
Q4 2020

Jan 22, 2021
BUY
N/A
28,341 Added 12.73%
250,998 $29.7 Million
Q3 2020

Oct 13, 2020
BUY
N/A
40,148 Added 22.0%
222,657 $26.3 Million
Q2 2020

Jul 13, 2020
BUY
N/A
24,525 Added 15.52%
182,509 $21.6 Million
Q1 2020

Apr 30, 2020
BUY
N/A
2,059 Added 1.32%
157,984 $18.2 Million
Q4 2019

Jan 14, 2020
BUY
N/A
10,773 Added 7.42%
155,925 $17.5 Million
Q3 2019

Oct 11, 2019
BUY
N/A
17,532 Added 13.74%
145,152 $16.4 Million
Q2 2019

Jul 08, 2019
BUY
N/A
10,749 Added 9.2%
127,620 $14.2 Million
Q1 2019

Apr 09, 2019
BUY
N/A
14,016 Added 13.63%
116,871 $12.7 Million
Q4 2018

Feb 07, 2019
BUY
N/A
102,855 New
102,855 $11 Million

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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