Intercontinental Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 52,634 shares of AGG stock, worth $5.08 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
52,634
Previous 54,573 3.55%
Holding current value
$5.08 Million
Previous $5.44 Million 5.19%
% of portfolio
1.24%
Previous 1.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$97.49 - $100.53 $189,033 - $194,927
-1,939 Reduced 3.55%
52,634 $5.16 Million
Q1 2023

May 03, 2023
BUY
$96.32 - $100.79 $5.26 Million - $5.5 Million
54,573 New
54,573 $5.44 Million
Q4 2017

Feb 20, 2018
SELL
N/A
-4,188 Closed
0 $0
Q3 2017

Nov 13, 2017
SELL
N/A
-20,031 Reduced 82.71%
4,188 $459,000
Q2 2017

Aug 09, 2017
BUY
N/A
24,219
24,219 $2.65 Million

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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