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

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,045 shares of AGG stock, worth $205,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,045
Previous 2,045 -0.0%
Holding current value
$205,604
Previous $202,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$95.85 - $99.25 $196,013 - $202,966
2,045 New
2,045 $202,000
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $196,831 - $208,549
2,045 New
2,045 $207,000
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $39,667 - $40,741
410 Added 4.86%
8,842 $865,000
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $772,961 - $840,333
8,432 New
8,432 $836,000
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $143,214 - $156,240
1,499 Added 66.62%
3,749 $361,000
Q1 2022

May 16, 2022
SELL
$106.1 - $113.3 $383,339 - $409,352
-3,613 Reduced 61.62%
2,250 $241,000
Q4 2021

Feb 14, 2022
BUY
$113.45 - $115.33 $73,742 - $74,964
650 Added 12.47%
5,863 $669,000
Q3 2021

Nov 15, 2021
SELL
$114.77 - $116.58 $11,477 - $11,658
-100 Reduced 1.88%
5,213 $599,000
Q2 2021

Aug 16, 2021
BUY
$113.78 - $115.33 $12,402 - $12,570
109 Added 2.09%
5,313 $613,000
Q1 2021

May 17, 2021
SELL
$113.42 - $118.04 $5,103 - $5,311
-45 Reduced 0.86%
5,204 $592,000
Q4 2020

Feb 16, 2021
SELL
$117.06 - $118.42 $431,951 - $436,969
-3,690 Reduced 41.28%
5,249 $620,000
Q3 2020

Nov 16, 2020
BUY
$117.95 - $119.63 $5,307 - $5,383
45 Added 0.51%
8,939 $1.06 Million
Q2 2020

Aug 13, 2020
SELL
$114.73 - $118.21 $45,892 - $47,284
-400 Reduced 4.3%
8,894 $1.05 Million
Q4 2019

Feb 13, 2020
BUY
$111.81 - $113.82 $17,554 - $17,869
157 Added 1.72%
9,294 $1.04 Million
Q3 2019

Nov 14, 2019
SELL
$111.75 - $113.28 $54,198 - $54,940
-485 Reduced 5.04%
9,137 $1.03 Million
Q2 2019

Aug 13, 2019
BUY
N/A
3,175 Added 49.25%
9,622 $1.07 Million
Q1 2019

May 14, 2019
SELL
N/A
-293 Reduced 4.35%
6,447 $703,000
Q4 2018

Feb 13, 2019
SELL
N/A
-2,520 Reduced 27.21%
6,740 $718,000
Q3 2018

Nov 13, 2018
SELL
N/A
-3,295 Reduced 26.24%
9,260 $977,000
Q2 2018

Aug 14, 2018
BUY
N/A
435 Added 3.59%
12,555 $1.34 Million
Q4 2017

Feb 13, 2018
BUY
N/A
3,545 Added 41.34%
12,120 $1.33 Million
Q3 2017

Nov 13, 2017
BUY
N/A
8,575
8,575 $940,000

Others Institutions Holding AGG

# of Institutions
2,169
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
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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