Independent Solutions Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 114,679 shares of AGG stock, worth $11.2 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
114,679
Previous 148,016 22.52%
Holding current value
$11.2 Million
Previous $15 Billion 25.87%
% of portfolio
2.43%
Previous 3.39%

Shares

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

Feb 11, 2025
SELL
$96.64 - $101.23 $3.22 Million - $3.37 Million
-33,337 Reduced 22.52%
114,679 $11.1 Billion
Q3 2024

Dec 19, 2024
SELL
$96.25 - $101.98 $299,337 - $317,157
-3,110 Reduced 2.06%
148,016 $15 Billion
Q2 2024

Dec 19, 2024
BUY
$95.11 - $97.92 $130,490 - $134,346
1,372 Added 0.92%
151,126 $14.7 Billion
Q1 2024

Dec 19, 2024
BUY
$96.75 - $99.37 $933,057 - $958,324
9,644 Added 6.88%
149,754 $14.7 Billion
Q4 2023

Dec 19, 2024
SELL
$91.67 - $99.66 $373,738 - $406,313
-4,077 Reduced 2.83%
140,110 $13.9 Billion
Q3 2023

Dec 19, 2024
BUY
$93.85 - $98.43 $578,116 - $606,328
6,160 Added 4.46%
144,187 $13.6 Billion
Q2 2023

Dec 19, 2024
SELL
$97.49 - $100.53 $122,739 - $126,567
-1,259 Reduced 0.9%
138,027 $13.5 Billion
Q1 2023

Dec 19, 2024
SELL
$96.32 - $100.79 $20,516 - $21,468
-213 Reduced 0.15%
139,286 $13.9 Billion
Q4 2022

Dec 19, 2024
BUY
$93.63 - $99.69 $1.18 Million - $1.25 Million
12,583 Added 9.91%
139,499 $13.5 Billion
Q3 2022

Dec 19, 2024
SELL
$95.54 - $104.23 $350,058 - $381,898
-3,664 Reduced 2.81%
126,916 $12.2 Billion
Q2 2022

Dec 19, 2024
SELL
$99.01 - $106.84 $926,634 - $999,915
-9,359 Reduced 6.69%
130,580 $13.3 Billion
Q1 2022

Dec 19, 2024
SELL
$106.1 - $113.3 $137,930 - $147,290
-1,300 Reduced 0.92%
139,939 $15 Billion
Q4 2021

Dec 19, 2024
SELL
$113.45 - $115.33 $776,678 - $789,549
-6,846 Reduced 4.62%
141,239 $16.1 Billion
Q3 2021

Dec 19, 2024
SELL
$114.77 - $116.58 $1.07 Million - $1.09 Million
-9,320 Reduced 5.92%
148,085 $17 Billion
Q2 2021

Dec 19, 2024
SELL
$113.78 - $115.33 $416,776 - $422,453
-3,663 Reduced 2.27%
157,405 $18.2 Billion
Q1 2021

Dec 19, 2024
BUY
$113.42 - $118.04 $3.48 Million - $3.63 Million
30,720 Added 23.57%
161,068 $18.3 Billion
Q4 2020

Dec 19, 2024
BUY
$117.06 - $118.42 $2.37 Million - $2.4 Million
20,255 Added 18.4%
130,348 $15.4 Billion
Q3 2020

Dec 19, 2024
BUY
$117.95 - $119.63 $2.29 Million - $2.32 Million
19,416 Added 21.41%
110,093 $13 Billion
Q2 2020

Dec 19, 2024
BUY
$114.73 - $118.21 $1.15 Million - $1.19 Million
10,039 Added 12.45%
90,677 $10.7 Billion
Q1 2020

Dec 19, 2024
SELL
$106.57 - $117.86 $396,440 - $438,439
-3,720 Reduced 4.41%
80,638 $9.3 Billion
Q4 2019

Dec 13, 2024
BUY
$111.81 - $113.82 $9.43 Million - $9.6 Million
84,358 New
84,358 $9.48 Billion

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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