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

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

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 56,134 shares of AGG stock, worth $5.48 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

56,134

Previous 53,633 4.66%

Holding current value

$5.48 Million

Previous $5.43 Million 0.15%

% of portfolio

1.32%

Previous 1.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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