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

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 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 148,016 shares of AGG stock, worth $14.3 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
148,016
Previous 151,126 2.06%
Holding current value
$14.3 Million
Previous $14.7 Billion 2.18%
% of portfolio
3.39%
Previous 3.36%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,975
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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