Gerber Kawasaki Wealth & Investment Management Ishares Core U.S. Aggregate Bo Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $1.98 Billion
  • Q2 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 638,540 shares of AGG stock, worth $65 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
638,540
Previous 35,691 1689.08%
Holding current value
$65 Million
Previous $3.5 Million 1673.48%
% of portfolio
3.13%
Previous 0.19%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$95.11 - $97.92 $57.3 Million - $59 Million
602,849 Added 1689.08%
638,540 $62 Million
Q1 2024

May 13, 2024
BUY
$96.75 - $99.37 $264,611 - $271,776
2,735 Added 8.3%
35,691 $3.5 Million
Q4 2023

Feb 12, 2024
SELL
$91.67 - $99.66 $950,067 - $1.03 Million
-10,364 Reduced 23.92%
32,956 $3.27 Million
Q3 2023

Nov 14, 2023
SELL
$93.85 - $98.43 $347,432 - $364,387
-3,702 Reduced 7.87%
43,320 $4.07 Million
Q2 2023

Aug 10, 2023
BUY
$97.49 - $100.53 $916,211 - $944,780
9,398 Added 24.98%
47,022 $4.61 Million
Q1 2023

May 15, 2023
BUY
$96.32 - $100.79 $333,074 - $348,531
3,458 Added 10.12%
37,624 $3.75 Million
Q4 2022

Feb 08, 2023
BUY
$93.63 - $99.69 $2.79 Million - $2.97 Million
29,788 Added 680.4%
34,166 $3.31 Million
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $418,274 - $456,318
4,378 New
4,378 $421,000
Q2 2022

Aug 04, 2022
SELL
$99.01 - $106.84 $192,178 - $207,376
-1,941 Closed
0 $0
Q1 2022

May 12, 2022
SELL
$106.1 - $113.3 $25,888 - $27,645
-244 Reduced 11.17%
1,941 $207,000
Q4 2021

Feb 11, 2022
BUY
$113.45 - $115.33 $243,804 - $247,844
2,149 Added 5969.44%
2,185 $249,000
Q3 2021

Nov 15, 2021
SELL
$114.77 - $116.58 $513,021 - $521,112
-4,470 Reduced 99.2%
36 $36,000
Q2 2021

Aug 11, 2021
BUY
$113.78 - $115.33 $24,121 - $24,449
212 Added 4.94%
4,506 $519,000
Q1 2021

May 07, 2021
SELL
$113.42 - $118.04 $168,768 - $175,643
-1,488 Reduced 25.74%
4,294 $488,000
Q4 2020

Feb 09, 2021
BUY
$117.06 - $118.42 $676,840 - $684,704
5,782 New
5,782 $683,000
Q3 2020

Nov 02, 2020
SELL
$117.95 - $119.63 $484,892 - $491,798
-4,111 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$114.73 - $118.21 $471,655 - $485,961
4,111 New
4,111 $485,000
Q1 2018

May 08, 2018
SELL
N/A
-9,849 Closed
0 $0
Q4 2017

Feb 06, 2018
BUY
N/A
3,988 Added 68.04%
9,849 $1.08 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2,657 Added 82.93%
5,861 $641,000
Q2 2017

Aug 09, 2017
BUY
N/A
3,204
3,204 $349,000

Others Institutions Holding AGG

# of Institutions
1,921
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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