A detailed history of Horizons Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Horizons Wealth Management holds 12,123 shares of AGG stock, worth $1.18 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
12,123
Previous 11,903 1.85%
Holding current value
$1.18 Million
Previous $1.16 Million 6.23%
% of portfolio
0.94%
Previous 0.93%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$96.25 - $101.98 $21,175 - $22,435
220 Added 1.85%
12,123 $1.23 Million
Q2 2024

Jul 22, 2024

BUY
$95.11 - $97.92 $103,860 - $106,928
1,092 Added 10.1%
11,903 $1.16 Million
Q4 2023

Jan 05, 2024

BUY
$91.67 - $99.66 $451,474 - $490,825
4,925 Added 83.67%
10,811 $1.07 Million
Q3 2023

Oct 12, 2023

BUY
$93.85 - $98.43 $26,653 - $27,954
284 Added 5.07%
5,886 $553,000
Q2 2023

Jul 03, 2023

SELL
$97.49 - $100.53 $10,723 - $11,058
-110 Reduced 1.93%
5,602 $548,000
Q1 2023

Apr 06, 2023

SELL
$96.32 - $100.79 $55,287 - $57,853
-574 Reduced 9.13%
5,712 $569,000
Q4 2022

Jan 03, 2023

BUY
$93.63 - $99.69 $71,158 - $75,764
760 Added 13.75%
6,286 $610,000
Q3 2022

Oct 04, 2022

BUY
$95.54 - $104.23 $13,948 - $15,217
146 Added 2.71%
5,526 $532,000
Q2 2022

Aug 19, 2022

BUY
$99.01 - $106.84 $532,673 - $574,799
5,380 New
5,380 $553,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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