Icon Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 9,448 shares of AGG stock, worth $919,384. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,448
Previous 3,447 174.09%
Holding current value
$919,384
Previous $349,000 162.18%
% of portfolio
0.08%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $579,936 - $607,481
6,001 Added 174.09%
9,448 $915,000
Q3 2024

Nov 14, 2024
SELL
$96.25 - $101.98 $77,096 - $81,685
-801 Reduced 18.86%
3,447 $349,000
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $408,870 - $433,211
4,248 New
4,248 $430,000

Others Institutions Holding AGG

# of Institutions
2,108
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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