A detailed history of Innova Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Innova Wealth Partners holds 62,813 shares of AGG stock, worth $6.35 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares
62,813
Previous 66,676 5.79%
Holding current value
$6.35 Million
Previous $6.53 Million 6.63%
% of portfolio
4.68%
Previous 5.21%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$95.11 - $97.92 $367,409 - $378,264
-3,863 Reduced 5.79%
62,813 $6.1 Million
Q1 2024

May 15, 2024

BUY
$96.75 - $99.37 $101,587 - $104,338
1,050 Added 1.6%
66,676 $6.53 Million
Q4 2023

Feb 07, 2024

SELL
$91.67 - $99.66 $1.77 Million - $1.92 Million
-19,260 Reduced 22.69%
65,626 $6.51 Million
Q3 2023

Oct 23, 2023

BUY
$93.85 - $98.43 $1.78 Million - $1.87 Million
18,950 Added 28.74%
84,886 $7.98 Million
Q2 2023

Jul 13, 2023

SELL
$97.49 - $100.53 $2.09 Million - $2.15 Million
-21,402 Reduced 24.5%
65,936 $6.46 Million
Q1 2023

Apr 25, 2023

SELL
$96.32 - $100.79 $561,160 - $587,202
-5,826 Reduced 6.25%
87,338 $8.7 Million
Q4 2022

Jan 17, 2023

SELL
$94.17 - $99.69 $3.25 Million - $3.44 Million
-34,482 Reduced 27.01%
93,164 $0
Q3 2022

Oct 18, 2022

SELL
N/A
-5,077 Reduced 3.83%
127,646 $12.3 Million
Q2 2022

Jul 11, 2022

BUY
N/A
19,466 Added 17.19%
132,723 $13.5 Million
Q1 2022

Apr 18, 2022

SELL
N/A
-7,341 Reduced 6.09%
113,257 $12.1 Million
Q4 2021

Jan 13, 2022

BUY
N/A
25,914 Added 27.37%
120,598 $13.8 Million
Q3 2021

Oct 28, 2021

BUY
N/A
18,844 Added 24.85%
94,684 $10.9 Million
Q2 2021

Oct 28, 2021

BUY
N/A
1,237 Added 1.66%
75,840 $8.75 Million
Q1 2021

Oct 28, 2021

BUY
N/A
24,094 Added 47.7%
74,603 $8.49 Million
Q4 2020

Oct 28, 2021

BUY
N/A
50,509 New
50,509 $5.97 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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