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 17,987 shares of AGG stock, worth $1.76 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
17,987
Previous 17,918 0.39%
Holding current value
$1.76 Million
Previous $1.74 Million 4.72%
% of portfolio
1.0%
Previous 0.97%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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