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

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 3,392 shares of AGG stock, worth $334,112. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,392
Previous 4,053 16.31%
Holding current value
$334,112
Previous $393,000 14.25%
% of portfolio
0.22%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023
SELL
$96.32 - $100.79 $63,667 - $66,622
-661 Reduced 16.31%
3,392 $337,000
Q3 2022

Nov 08, 2022
SELL
$95.54 - $104.23 $99,552 - $108,607
-1,042 Reduced 20.45%
4,053 $380,000
Q2 2022

Aug 04, 2022
BUY
$99.01 - $106.84 $504,455 - $544,349
5,095 New
5,095 $530,000
Q3 2020

Nov 09, 2020
SELL
$117.95 - $119.63 $1,179 - $1,196
-10 Closed
0 $0
Q3 2019

Nov 01, 2019
SELL
$111.75 - $113.28 $90,294 - $91,530
-808 Reduced 98.78%
10 $1,000
Q2 2019

Jul 31, 2019
BUY
N/A
29 Added 3.68%
818 $91,000
Q1 2019

May 06, 2019
BUY
N/A
789 New
789 $86,000
Q3 2018

Nov 08, 2018
SELL
N/A
-76,936 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-5,799 Reduced 7.01%
76,936 $8.18 Million
Q1 2018

May 11, 2018
SELL
N/A
-590 Reduced 0.71%
82,735 $8.87 Million
Q4 2017

Mar 29, 2018
BUY
N/A
83,325
83,325 $9.11 Million

Others Institutions Holding AGG

# of Institutions
1,936
Shares Held
1.04B
Call Options Held
68.7K
Put Options Held
176K
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 Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group Wealth Management, 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 Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email