Litman Gregory Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Litman Gregory Wealth Management LLC

  • $1.13 Billion
  • Q2 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 42,872 shares of AGG stock, worth $4.33 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
42,872
Previous 40,267 6.47%
Holding current value
$4.33 Million
Previous $3.94 Million 5.53%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Jul 30, 2024
BUY
$95.11 - $97.92 $247,761 - $255,081
2,605 Added 6.47%
42,872 $4.16 Million
Q1 2024

May 03, 2024
SELL
$96.75 - $99.37 $14,028 - $14,408
-145 Reduced 0.36%
40,267 $3.94 Million
Q4 2023

Jan 31, 2024
SELL
$91.67 - $99.66 $1.95 Million - $2.12 Million
-21,254 Reduced 34.47%
40,412 $4.01 Million
Q3 2023

Oct 23, 2023
BUY
$93.85 - $98.43 $63,630 - $66,735
678 Added 1.11%
61,666 $5.8 Million
Q2 2023

Aug 09, 2023
BUY
$97.49 - $100.53 $5.95 Million - $6.13 Million
60,988 New
60,988 $5.97 Million
Q4 2022

Jan 17, 2023
BUY
$94.17 - $99.69 $841,503 - $890,829
8,936 Added 19.5%
54,764 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-36,092 Reduced 44.06%
45,828 $4.42 Million
Q2 2022

Jul 21, 2022
SELL
N/A
-5,065 Reduced 5.82%
81,920 $8.33 Million
Q1 2022

May 04, 2022
SELL
N/A
-9,800 Reduced 10.13%
86,985 $9.32 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-6,379 Reduced 6.18%
96,785 $11 Million
Q3 2021

Nov 03, 2021
BUY
N/A
91,264 Added 766.92%
103,164 $11.8 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-87,058 Reduced 87.97%
11,900 $11.9 Million
Q1 2021

May 10, 2021
SELL
N/A
-59,370 Reduced 37.5%
98,958 $11.3 Million
Q4 2020

Feb 05, 2021
BUY
N/A
6,798 Added 4.49%
158,328 $18.7 Million
Q3 2020

Nov 03, 2020
BUY
N/A
7,358 Added 5.1%
151,530 $17.9 Million
Q2 2020

Jul 31, 2020
BUY
N/A
3,667 Added 2.61%
144,172 $17 Million
Q1 2020

Apr 28, 2020
SELL
N/A
-11,650 Reduced 7.66%
140,505 $16.2 Million
Q4 2019

Jan 30, 2020
BUY
N/A
15,315 Added 11.19%
152,155 $17.1 Million
Q3 2019

Nov 06, 2019
BUY
N/A
386 Added 0.28%
136,840 $15.5 Million
Q2 2019

Jul 31, 2019
BUY
N/A
5,409 Added 4.13%
136,454 $15.2 Million
Q1 2019

Apr 30, 2019
BUY
N/A
598 Added 0.46%
131,045 $14.3 Million
Q4 2018

Feb 01, 2019
BUY
N/A
70,957 Added 119.28%
130,447 $13.9 Million
Q3 2018

Nov 15, 2018
BUY
N/A
58,867 Added 9448.96%
59,490 $6.28 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-628 Reduced 50.2%
623 $66,000
Q1 2018

May 07, 2018
BUY
N/A
181 Added 16.92%
1,251 $134,000
Q4 2017

Jan 30, 2018
BUY
N/A
779 Added 267.7%
1,070 $117,000
Q3 2017

Nov 09, 2017
BUY
N/A
291
291 $32,000

Others Institutions Holding AGG

# of Institutions
1,919
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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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