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

Independent Wealth Network Inc.

$234 Million
Q4 2024

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 3,934 shares of AGG stock, worth $383,171. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,934

Previous 5,984 34.26%

Holding current value

$383,171

Previous $605,000 37.02%

% of portfolio

0.16%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,004

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

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