A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,744 shares of AGG stock, worth $561,303. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,744
Previous 7,767 26.05%
Holding current value
$561,303
Previous $760,000 26.71%
% of portfolio
0.08%
Previous 0.13%

Shares

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

Aug 07, 2024

SELL
$95.11 - $97.92 $192,407 - $198,092
-2,023 Reduced 26.05%
5,744 $557,000
Q1 2024

May 14, 2024

BUY
$96.75 - $99.37 $26,703 - $27,426
276 Added 3.68%
7,767 $760,000
Q4 2023

Feb 05, 2024

SELL
$91.67 - $99.66 $103,128 - $112,117
-1,125 Reduced 13.06%
7,491 $743,000
Q3 2023

Nov 03, 2023

BUY
$93.85 - $98.43 $292,999 - $307,298
3,122 Added 56.83%
8,616 $810,000
Q2 2023

Aug 11, 2023

BUY
$97.49 - $100.53 $7,116 - $7,338
73 Added 1.35%
5,494 $538,000
Q1 2023

May 02, 2023

SELL
$96.32 - $100.79 $141,301 - $147,858
-1,467 Reduced 21.3%
5,421 $540,000
Q4 2022

Jan 19, 2023

BUY
$93.63 - $99.69 $20,598 - $21,931
220 Added 3.3%
6,888 $0
Q3 2022

Nov 04, 2022

SELL
$95.54 - $104.23 $28,853 - $31,477
-302 Reduced 4.33%
6,668 $642,000
Q2 2022

Aug 08, 2022

BUY
$99.01 - $106.84 $262,772 - $283,553
2,654 Added 61.49%
6,970 $709,000
Q1 2022

Apr 27, 2022

SELL
$106.1 - $113.3 $132,837 - $141,851
-1,252 Reduced 22.49%
4,316 $462,000
Q4 2021

Feb 03, 2022

SELL
$113.45 - $115.33 $65,006 - $66,084
-573 Reduced 9.33%
5,568 $635,000
Q2 2021

Jul 27, 2021

BUY
$113.78 - $115.33 $694,854 - $704,320
6,107 Added 17961.76%
6,141 $708,000
Q1 2021

Apr 23, 2021

BUY
$113.42 - $118.04 $3,856 - $4,013
34 New
34 $4,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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