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 5,984 shares of AGG stock, worth $585,295. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,984
Previous 6,091 1.76%
Holding current value
$585,295
Previous $591,000 2.37%
% of portfolio
0.28%
Previous 0.28%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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