A detailed history of Laurel Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 42,641 shares of AGG stock, worth $4.2 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
42,641
Previous 46,261 7.83%
Holding current value
$4.2 Million
Previous $4.46 Million 7.2%
% of portfolio
0.41%
Previous 0.48%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$93.63 - $99.69 $338,940 - $360,877
-3,620 Reduced 7.83%
42,641 $4.14 Million
Q3 2022

Nov 14, 2022

SELL
$95.54 - $104.23 $190,697 - $208,043
-1,996 Reduced 4.14%
46,261 $4.46 Million
Q2 2022

Aug 12, 2022

SELL
$99.01 - $106.84 $370,891 - $400,222
-3,746 Reduced 7.2%
48,257 $4.91 Million
Q1 2022

May 13, 2022

BUY
$106.1 - $113.3 $1.47 Million - $1.57 Million
13,829 Added 36.23%
52,003 $5.57 Million
Q4 2021

Feb 14, 2022

BUY
$113.45 - $115.33 $1.76 Million - $1.79 Million
15,503 Added 68.38%
38,174 $4.36 Million
Q3 2021

Nov 12, 2021

SELL
$114.77 - $116.58 $305,976 - $310,802
-2,666 Reduced 10.52%
22,671 $2.6 Million
Q2 2021

Aug 16, 2021

SELL
$113.78 - $115.33 $275,688 - $279,444
-2,423 Reduced 8.73%
25,337 $2.92 Million
Q1 2021

May 14, 2021

SELL
$113.42 - $118.04 $398,104 - $414,320
-3,510 Reduced 11.22%
27,760 $3.16 Million
Q4 2020

Mar 03, 2021

SELL
$117.06 - $118.42 $38,161 - $38,604
-326 Reduced 1.03%
31,270 $3.7 Million
Q3 2020

Nov 13, 2020

BUY
$117.95 - $119.63 $713,243 - $723,402
6,047 Added 23.67%
31,596 $3.73 Million
Q2 2020

Aug 14, 2020

BUY
$114.73 - $118.21 $486,799 - $501,565
4,243 Added 19.91%
25,549 $3.02 Million
Q1 2020

May 15, 2020

SELL
$106.57 - $117.86 $84,510 - $93,462
-793 Reduced 3.59%
21,306 $2.46 Million
Q4 2019

Feb 13, 2020

BUY
$111.81 - $113.82 $287,687 - $292,858
2,573 Added 13.18%
22,099 $2.48 Million
Q3 2019

Nov 13, 2019

BUY
$111.75 - $113.28 $354,806 - $359,664
3,175 Added 19.42%
19,526 $2.21 Million
Q2 2019

Aug 13, 2019

BUY
N/A
16,351 New
16,351 $1.82 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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