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

Focus Wealth Advisors, LLC

  • $171 Million
  • Q4 2024

A detailed history of Focus Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 12,595 shares of AGG stock, worth $1.24 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
12,595
Previous 17,987 29.98%
Holding current value
$1.24 Million
Previous $1.82 Million 33.0%
% of portfolio
0.71%
Previous 1.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$96.64 - $101.23 $521,082 - $545,832
-5,392 Reduced 29.98%
12,595 $1.22 Million
Q3 2024

Oct 10, 2024
BUY
$96.25 - $101.98 $6,641 - $7,036
69 Added 0.39%
17,987 $1.82 Million
Q2 2024

Jul 22, 2024
BUY
$95.11 - $97.92 $4,660 - $4,798
49 Added 0.27%
17,918 $1.74 Million
Q1 2024

Apr 11, 2024
BUY
$96.75 - $99.37 $49,923 - $51,274
516 Added 2.97%
17,869 $1.75 Million
Q4 2023

Jan 11, 2024
BUY
$91.67 - $99.66 $598,513 - $650,680
6,529 Added 60.32%
17,353 $1.72 Million
Q3 2023

Oct 19, 2023
BUY
$93.85 - $98.43 $380,467 - $399,035
4,054 Added 59.88%
10,824 $1.02 Million
Q3 2022

Oct 13, 2022
BUY
$95.54 - $104.23 $60,190 - $65,664
630 Added 10.26%
6,770 $652,000
Q4 2020

Feb 26, 2021
BUY
$117.06 - $118.42 $718,748 - $727,098
6,140 New
6,140 $726,000

Others Institutions Holding AGG

# of Institutions
2,119
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Focus Wealth Advisors, LLC Portfolio

Follow Focus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Focus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email