Institute For Wealth Management, Llc. Ishares Core U.S. Aggregate Bo Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,095 shares of AGG stock, worth $204,765. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,095
Holding current value
$204,765
% of portfolio
0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $201,643 - $213,648
2,095 New
2,095 $212,000
Q4 2023

Jan 31, 2024
SELL
$91.67 - $99.66 $53,626 - $58,301
-585 Reduced 20.26%
2,303 $228,000
Q3 2023

Oct 13, 2023
SELL
$93.85 - $98.43 $93,099 - $97,642
-992 Reduced 25.57%
2,888 $271,000
Q2 2023

Jul 25, 2023
SELL
$97.49 - $100.53 $208,141 - $214,631
-2,135 Reduced 35.49%
3,880 $380,000
Q1 2023

Apr 20, 2023
SELL
$96.32 - $100.79 $4,719 - $4,938
-49 Reduced 0.81%
6,015 $599,000
Q4 2022

Feb 02, 2023
SELL
$93.63 - $99.69 $7,303 - $7,775
-78 Reduced 1.27%
6,064 $588,000
Q3 2022

Oct 18, 2022
SELL
$95.54 - $104.23 $73,470 - $80,152
-769 Reduced 11.13%
6,142 $592,000
Q2 2022

Jul 25, 2022
SELL
$99.01 - $106.84 $212,376 - $229,171
-2,145 Reduced 23.69%
6,911 $703,000
Q1 2022

Apr 29, 2022
SELL
$106.1 - $113.3 $223,022 - $238,156
-2,102 Reduced 18.84%
9,056 $970,000
Q4 2021

Jan 21, 2022
BUY
$113.45 - $115.33 $41,636 - $42,326
367 Added 3.4%
11,158 $1.27 Million
Q3 2021

Nov 15, 2021
BUY
$114.77 - $116.58 $25,708 - $26,113
224 Added 2.12%
10,791 $1.24 Million
Q2 2021

Jul 21, 2021
SELL
$113.78 - $115.33 $18,546 - $18,798
-163 Reduced 1.52%
10,567 $1.22 Million
Q1 2021

May 04, 2021
BUY
$113.42 - $118.04 $192,020 - $199,841
1,693 Added 18.73%
10,730 $1.22 Million
Q4 2020

Feb 01, 2021
BUY
$117.06 - $118.42 $79,717 - $80,644
681 Added 8.15%
9,037 $1.07 Million
Q3 2020

Nov 03, 2020
BUY
$117.95 - $119.63 $142,365 - $144,393
1,207 Added 16.88%
8,356 $987,000
Q2 2020

Jul 30, 2020
BUY
$114.73 - $118.21 $78,016 - $80,382
680 Added 10.51%
7,149 $845,000
Q1 2020

Apr 29, 2020
BUY
$106.57 - $117.86 $57,334 - $63,408
538 Added 9.07%
6,469 $746,000
Q4 2019

Feb 27, 2020
BUY
$111.81 - $113.82 $588,567 - $599,148
5,264 Added 789.21%
5,931 $667,000
Q4 2019

Jan 27, 2020
SELL
$111.81 - $113.82 $528,861 - $538,368
-4,730 Reduced 87.64%
667 $667,000
Q3 2019

Oct 28, 2019
BUY
$111.75 - $113.28 $306,865 - $311,066
2,746 Added 103.58%
5,397 $611,000
Q2 2019

Aug 02, 2019
SELL
N/A
-84,219 Reduced 96.95%
2,651 $295,000
Q1 2019

May 15, 2019
BUY
N/A
86,870 New
86,870 $9.99 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-15,702 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-7,121 Reduced 31.2%
15,702 $1.67 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-4,434 Reduced 16.27%
22,823 $2.49 Million
Q3 2017

Nov 14, 2017
BUY
N/A
629 Added 2.36%
27,257 $2.99 Million
Q2 2017

Aug 14, 2017
BUY
N/A
26,628
26,628 $2.92 Million

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
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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