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

Long Run Wealth Advisors, LLC

  • $437 Million
  • Q1 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 87,920 shares of AGG stock, worth $8.67 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
87,920
Previous 56,134 56.63%
Holding current value
$8.67 Million
Previous $5.44 Million 59.59%
% of portfolio
1.99%
Previous 1.32%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$95.85 - $99.25 $3.05 Million - $3.15 Million
31,786 Added 56.63%
87,920 $8.68 Million
Q4 2024

Jan 27, 2025
BUY
$96.64 - $101.23 $241,696 - $253,176
2,501 Added 4.66%
56,134 $5.44 Million
Q3 2024

Oct 30, 2024
BUY
$96.25 - $101.98 $3.2 Million - $3.39 Million
33,244 Added 163.05%
53,633 $5.43 Million
Q2 2024

Jul 19, 2024
BUY
$95.11 - $97.92 $5,231 - $5,385
55 Added 0.27%
20,389 $1.98 Million
Q1 2024

Apr 24, 2024
BUY
$96.75 - $99.37 $17,802 - $18,284
184 Added 0.91%
20,334 $1.99 Million
Q4 2023

Jan 10, 2024
BUY
$91.67 - $99.66 $9,625 - $10,464
105 Added 0.52%
20,150 $2 Million
Q3 2023

Oct 10, 2023
BUY
$93.85 - $98.43 $6,194 - $6,496
66 Added 0.33%
20,045 $1.89 Million
Q2 2023

Jul 17, 2023
BUY
$97.49 - $100.53 $69,315 - $71,476
711 Added 3.69%
19,979 $1.96 Million
Q1 2023

Apr 21, 2023
BUY
$96.32 - $100.79 $14,351 - $15,017
149 Added 0.78%
19,268 $1.92 Million
Q4 2022

Jan 26, 2023
SELL
$93.63 - $99.69 $197,184 - $209,947
-2,106 Reduced 9.92%
19,119 $0
Q3 2022

Nov 09, 2022
SELL
$95.54 - $104.23 $48,534 - $52,948
-508 Reduced 2.34%
21,225 $2.05 Million
Q2 2022

Jul 19, 2022
BUY
$99.01 - $106.84 $22,178 - $23,932
224 Added 1.04%
21,733 $2.21 Million
Q1 2022

Apr 27, 2022
SELL
$106.1 - $113.3 $230,873 - $246,540
-2,176 Reduced 9.19%
21,509 $2.3 Million
Q4 2021

Jan 21, 2022
BUY
$113.45 - $115.33 $2.69 Million - $2.73 Million
23,685 New
23,685 $2.7 Million

Others Institutions Holding AGG

# of Institutions
2,168
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
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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