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

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Emerson Wealth, LLC holds 122,057 shares of AGG stock, worth $12.3 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
122,057
Previous 120,320 1.44%
Holding current value
$12.3 Million
Previous $1.96 Million 3.12%
% of portfolio
1.24%
Previous 1.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
BUY
N/A
1,737 Added 1.44%
122,057 $1.9 Million
Q1 2022

Apr 25, 2022
BUY
N/A
3,475 Added 2.97%
120,320 $1.96 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-5,915 Reduced 4.82%
116,845 $2.04 Million
Q3 2021

Oct 20, 2021
BUY
N/A
5,518 Added 4.71%
122,760 $2.22 Million
Q2 2021

Aug 04, 2021
BUY
N/A
333 Added 0.28%
117,242 $2.13 Million
Q1 2021

Apr 22, 2021
BUY
N/A
1,317 Added 1.14%
116,909 $2.21 Million
Q4 2020

Jan 29, 2021
BUY
N/A
24,288 Added 26.6%
115,592 $2.36 Million
Q3 2020

Oct 21, 2020
BUY
N/A
417 Added 0.46%
91,304 $1.95 Million
Q2 2020

Jul 14, 2020
BUY
N/A
1,243 Added 1.39%
90,887 $1.95 Million
Q1 2020

Apr 20, 2020
BUY
N/A
762 Added 0.86%
89,644 $1.87 Million
Q4 2019

Jan 21, 2020
BUY
N/A
2,978 Added 3.47%
88,882 $1.79 Million
Q3 2019

Oct 15, 2019
BUY
N/A
2,795 Added 3.36%
85,904 $1.74 Million
Q2 2019

Sep 27, 2019
BUY
N/A
79,112 Added 1979.28%
83,109 $1.66 Million
Q1 2019

May 16, 2019
SELL
N/A
-1,188 Reduced 22.91%
3,997 $436,000
Q4 2018

Feb 05, 2019
BUY
N/A
5,185 New
5,185 $552,000

Others Institutions Holding AGG

# of Institutions
1,919
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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