Gps Wealth Strategies Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Gps Wealth Strategies Group, LLC

$747 Million
Q4 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 135,547 shares of AGG stock, worth $13.2 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

135,547

Previous 165,310 18.0%

Holding current value

$13.2 Million

Previous $16.7 Million 21.54%

% of portfolio

1.76%

Previous 2.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$96.64 - $101.23 $2.88 Million - $3.01 Million	-29,763 Reduced 18.0%	135,547 $13.1 Million
Q3 2024 Oct 29, 2024	BUY	$96.25 - $101.98 $15.6 Million - $16.5 Million	161,744 Added 4535.73%	165,310 $16.7 Million
Q2 2024 Jul 16, 2024	BUY	$95.11 - $97.92 $289,514 - $298,068	3,044 Added 583.14%	3,566 $346,000
Q1 2024 Apr 30, 2024	BUY	$96.75 - $99.37 $14,415 - $14,806	149 Added 39.95%	522 $51,000
Q1 2023 Apr 17, 2023	BUY	$96.32 - $100.79 $35,927 - $37,594	373 New	373 $37,000
Q3 2021 Oct 20, 2021	SELL	$114.77 - $116.58 $1,606 - $1,632	-14 Reduced 19.72%	57 $7,000
Q2 2021 Jul 19, 2021	SELL	$113.78 - $115.33 $3,072 - $3,113	-27 Reduced 27.55%	71 $8,000
Q1 2021 Apr 15, 2021	BUY	$113.42 - $118.04 $11,115 - $11,567	98 New	98 $11,000

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Gps Wealth Strategies Group, LLC Ishares Core U.S. Aggregate Bo Transaction History