Live Oak Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Live Oak Private Wealth LLC

  • $593 Million
  • Q1 2025

A detailed history of Live Oak Private Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 2,381 shares of AGG stock, worth $235,695. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,381
Previous 2,381 -0.0%
Holding current value
$235,695
Previous $230,000 2.17%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 17, 2024
BUY
$95.11 - $97.92 $226,456 - $233,147
2,381 New
2,381 $231,000
Q2 2022

Jul 27, 2022
SELL
$99.01 - $106.84 $3.97 Million - $4.28 Million
-40,106 Closed
0 $0
Q1 2022

Apr 21, 2022
SELL
$106.1 - $113.3 $1,591 - $1,699
-15 Reduced 0.04%
40,106 $4.3 Million
Q4 2021

Feb 08, 2022
SELL
$113.45 - $115.33 $112,882 - $114,753
-995 Reduced 2.42%
40,121 $4.58 Million
Q3 2021

Oct 29, 2021
SELL
$114.77 - $116.58 $38,562 - $39,170
-336 Reduced 0.81%
41,116 $4.72 Million
Q2 2021

Aug 02, 2021
SELL
$113.78 - $115.33 $58,938 - $59,740
-518 Reduced 1.23%
41,452 $4.78 Million
Q1 2021

May 11, 2021
SELL
$113.42 - $118.04 $626,418 - $651,934
-5,523 Reduced 11.63%
41,970 $4.78 Million
Q4 2020

Jan 26, 2021
BUY
$117.06 - $118.42 $676,606 - $684,467
5,780 Added 13.86%
47,493 $5.61 Million
Q3 2020

Nov 09, 2020
BUY
$117.95 - $119.63 $1.98 Million - $2.01 Million
16,764 Added 67.19%
41,713 $4.93 Million
Q2 2020

Aug 03, 2020
BUY
$114.73 - $118.21 $2.86 Million - $2.95 Million
24,949 New
24,949 $2.95 Million

Others Institutions Holding AGG

# of Institutions
2,140
Shares Held
1.21B
Call Options Held
124K
Put Options Held
27.7K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email