Independent Wealth Network Inc. Ishares Core U.S. Aggregate Bo Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Independent Wealth Network Inc. holds 6,168 shares of AGG stock, worth $605,080. This represents 0.26% of its overall portfolio holdings.

Number of Shares

6,168

Previous 3,934 56.79%

Holding current value

$605,080

Previous $381,000 60.1%

% of portfolio

0.26%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$95.85 - $99.25 $214,128 - $221,724	2,234 Added 56.79%	6,168 $610,000
Q4 2024 Jan 17, 2025	SELL	$96.64 - $101.23 $198,112 - $207,521	-2,050 Reduced 34.26%	3,934 $381,000
Q3 2024 Oct 15, 2024	SELL	$96.25 - $101.98 $10,298 - $10,911	-107 Reduced 1.76%	5,984 $605,000
Q2 2024 Jul 18, 2024	SELL	$95.11 - $97.92 $22,160 - $22,815	-233 Reduced 3.68%	6,091 $591,000
Q1 2024 May 20, 2024	BUY	$96.75 - $99.37 $611,847 - $628,415	6,324 New	6,324 $619,000
Q4 2023 Jan 12, 2024	BUY	$91.67 - $99.66 $16,408 - $17,839	179 Added 2.98%	6,177 $613,000
Q3 2023 Oct 11, 2023	BUY	$93.85 - $98.43 $44,672 - $46,852	476 Added 8.62%	5,998 $564,000
Q2 2023 Jul 12, 2023	BUY	$97.49 - $100.53 $22,617 - $23,322	232 Added 4.39%	5,522 $540,000
Q1 2023 Apr 18, 2023	SELL	$96.32 - $100.79 $7,223 - $7,559	-75 Reduced 1.4%	5,290 $527,000
Q4 2022 Jan 25, 2023	SELL	$93.63 - $99.69 $1,217 - $1,295	-13 Reduced 0.24%	5,365 $0
Q3 2022 Oct 17, 2022	SELL	$95.54 - $104.23 $12,515 - $13,654	-131 Reduced 2.38%	5,378 $518,000
Q2 2022 Jul 26, 2022	SELL	$99.01 - $106.84 $134,554 - $145,195	-1,359 Reduced 19.79%	5,509 $560,000
Q1 2022 Apr 20, 2022	BUY	$106.1 - $113.3 $257,504 - $274,979	2,427 Added 54.65%	6,868 $736,000
Q4 2021 Feb 10, 2022	SELL	$113.45 - $115.33 $4,197 - $4,267	-37 Reduced 0.83%	4,441 $507,000
Q3 2021 Nov 04, 2021	BUY	$114.77 - $116.58 $513,940 - $522,045	4,478 New	4,478 $512,000

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

Ticker AGG
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Independent Wealth Network Inc. Ishares Core U.S. Aggregate Bo Transaction History