High Net Worth Advisory Group LLC Ishares Core U.S. Aggregate Bo Transaction History

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 140,228 shares of AGG stock, worth $13.8 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
140,228
Previous 133,823 4.79%
Holding current value
$13.8 Million
Previous $13 Million 6.76%
% of portfolio
4.08%
Previous 3.76%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$95.85 - $99.25 $613,919 - $635,696
6,405 Added 4.79%
140,228 $13.8 Million
Q4 2024

Jan 21, 2025
SELL
$96.64 - $101.23 $150,565 - $157,716
-1,558 Reduced 1.15%
133,823 $13 Million
Q3 2024

Oct 11, 2024
BUY
$96.25 - $101.98 $1.25 Million - $1.32 Million
12,947 Added 10.57%
135,381 $13.7 Million
Q2 2024

Jul 17, 2024
BUY
$95.11 - $97.92 $236,158 - $243,135
2,483 Added 2.07%
122,434 $11.9 Million
Q1 2024

Apr 11, 2024
BUY
$96.75 - $99.37 $316,953 - $325,536
3,276 Added 2.81%
119,951 $11.7 Million
Q4 2023

Jan 08, 2024
BUY
$91.67 - $99.66 $758,385 - $824,487
8,273 Added 7.63%
116,675 $11.6 Million
Q3 2023

Oct 05, 2023
BUY
$93.85 - $98.43 $620,254 - $650,523
6,609 Added 6.49%
108,402 $10.2 Million
Q2 2023

Jul 07, 2023
BUY
$97.49 - $100.53 $261,760 - $269,923
2,685 Added 2.71%
101,793 $9.97 Million
Q1 2023

Apr 20, 2023
BUY
$96.32 - $100.79 $183,489 - $192,004
1,905 Added 1.96%
99,108 $9.88 Million
Q4 2022

Feb 14, 2023
BUY
$93.63 - $99.69 $770,106 - $819,950
8,225 Added 9.24%
97,203 $9.43 Million
Q3 2022

Oct 24, 2022
BUY
$95.54 - $104.23 $111,208 - $121,323
1,164 Added 1.33%
88,978 $8.57 Million
Q2 2022

Aug 10, 2022
SELL
$99.01 - $106.84 $12,079 - $13,034
-122 Reduced 0.14%
87,814 $8.93 Million
Q1 2022

May 13, 2022
BUY
$106.1 - $113.3 $262,915 - $280,757
2,478 Added 2.9%
87,936 $9.42 Million
Q4 2021

Aug 10, 2022
BUY
$113.45 - $115.33 $54,229 - $55,127
478 Added 0.56%
85,458 $9.75 Million
Q4 2021

Apr 27, 2022
BUY
$113.45 - $115.33 $9.64 Million - $9.8 Million
84,980 New
84,980 $9.56 Million

Others Institutions Holding AGG

# of Institutions
2,167
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
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 High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group 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 High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email