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

Laurel Wealth Advisors LLC

$624 Million
Q1 2025

A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 82 shares of AGG stock, worth $8,085. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 142 42.25%

Holding current value

$8,085

Previous $13,000 38.46%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$95.85 - $99.25 $5,751 - $5,955	-60 Reduced 42.25%	82 $8,000
Q4 2024 Jan 14, 2025	SELL	$96.64 - $101.23 $9,664 - $10,123	-100 Reduced 41.32%	142 $13,000
Q3 2024 Nov 05, 2024	BUY	$96.25 - $101.98 $5,775 - $6,118	60 Added 32.97%	242 $24,000
Q3 2023 Nov 14, 2023	SELL	$93.85 - $98.43 $4,223 - $4,429	-45 Reduced 19.82%	182 $17,000
Q1 2022 May 02, 2022	SELL	$106.1 - $113.3 $168,699 - $180,147	-1,590 Reduced 87.51%	227 $24,000
Q4 2021 Feb 01, 2022	SELL	$113.45 - $115.33 $4,538 - $4,613	-40 Reduced 2.15%	1,817 $207,000
Q3 2021 Nov 12, 2021	SELL	$114.77 - $116.58 $13,772 - $13,989	-120 Reduced 6.07%	1,857 $213,000
Q2 2021 Aug 02, 2021	SELL	$113.78 - $115.33 $55,410 - $56,165	-487 Reduced 19.76%	1,977 $228,000
Q1 2021 May 04, 2021	BUY	$113.42 - $118.04 $242,378 - $252,251	2,137 Added 653.52%	2,464 $280,000
Q2 2020 Aug 06, 2020	SELL	$114.73 - $118.21 $1,147 - $1,182	-10 Reduced 2.97%	327 $39,000
Q1 2020 Apr 30, 2020	SELL	$106.57 - $117.86 $2,024 - $2,239	-19 Reduced 5.34%	337 $39,000
Q4 2019 Jan 31, 2020	BUY	$111.81 - $113.82 $13,305 - $13,544	119 Added 50.21%	356 $40,000
Q4 2018 Feb 08, 2019	BUY	N/A	237 New	237 $25,000

Others Institutions Holding AGG

# of Institutions

2,132

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Laurel Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History