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

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 21,879 shares of AGG stock, worth $2.15 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

21,879

Previous 24,397 10.32%

Holding current value

$2.15 Million

Previous $2.47 Million 14.17%

% of portfolio

0.4%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$96.64 - $101.23 $243,339 - $254,897	-2,518 Reduced 10.32%	21,879 $2.12 Million
Q3 2024 Oct 17, 2024	BUY	$96.25 - $101.98 $1,347 - $1,427	14 Added 0.06%	24,397 $2.47 Million
Q2 2024 Jul 18, 2024	SELL	$95.11 - $97.92 $85,503 - $88,030	-899 Reduced 3.56%	24,383 $2.37 Million
Q1 2024 Apr 23, 2024	SELL	$96.75 - $99.37 $8.95 Million - $9.19 Million	-92,463 Reduced 78.53%	25,282 $2.48 Million
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $10.8 Million - $11.7 Million	117,745 New	117,745 $11.7 Million
Q1 2023 Apr 18, 2023	SELL	$96.32 - $100.79 $5.54 Million - $5.8 Million	-57,502 Reduced 95.99%	2,403 $239,000
Q4 2022 Jan 27, 2023	BUY	$93.63 - $99.69 $5.61 Million - $5.97 Million	59,905 New	59,905 $5.81 Million
Q4 2018 Feb 14, 2019	BUY	N/A	100 New	100 $11,000

Others Institutions Holding AGG

# of Institutions

2,123

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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