Marcum Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Marcum Wealth, LLC holds 157,849 shares of AGG stock, worth $16 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
157,849
Previous 144,014 9.61%
Holding current value
$16 Million
Previous $14.1 Million 8.64%
% of portfolio
1.55%
Previous 1.44%

Shares

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

Jul 02, 2024
BUY
$95.11 - $97.92 $1.32 Million - $1.35 Million
13,835 Added 9.61%
157,849 $15.3 Million
Q1 2024

Apr 10, 2024
BUY
$96.75 - $99.37 $2.91 Million - $2.99 Million
30,068 Added 26.39%
144,014 $14.1 Million
Q4 2023

Jan 10, 2024
BUY
$91.67 - $99.66 $556,986 - $605,534
6,076 Added 5.63%
113,946 $11.3 Million
Q3 2023

Oct 10, 2023
BUY
$93.85 - $98.43 $693,269 - $727,102
7,387 Added 7.35%
107,870 $10.1 Million
Q2 2023

Jul 13, 2023
BUY
$97.49 - $100.53 $1.49 Million - $1.53 Million
15,261 Added 17.91%
100,483 $9.84 Million
Q1 2023

Apr 19, 2023
SELL
$96.32 - $100.79 $1.5 Million - $1.57 Million
-15,564 Reduced 15.44%
85,222 $8.49 Million
Q4 2022

Jan 12, 2023
BUY
$94.17 - $99.69 $2.23 Million - $2.36 Million
23,633 Added 30.63%
100,786 $0
Q3 2022

Oct 11, 2022
BUY
N/A
13,037 Added 20.33%
77,153 $7.43 Million
Q2 2022

Jul 14, 2022
BUY
N/A
8,918 Added 16.16%
64,116 $6.52 Million
Q1 2022

Apr 20, 2022
BUY
N/A
3,772 Added 7.33%
55,198 $5.91 Million
Q4 2021

Feb 01, 2022
BUY
N/A
2,440 Added 4.98%
51,426 $5.87 Million
Q3 2021

Nov 08, 2021
BUY
N/A
12,816 Added 35.43%
48,986 $5.63 Million
Q2 2021

Aug 10, 2021
BUY
N/A
2,764 Added 8.27%
36,170 $4.17 Million
Q1 2021

May 11, 2021
BUY
N/A
31,648 Added 1800.23%
33,406 $3.8 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-1,739 Reduced 49.73%
1,758 $208,000
Q3 2020

Nov 09, 2020
SELL
N/A
-4,844 Reduced 58.07%
3,497 $413,000
Q2 2020

Aug 14, 2020
BUY
N/A
175 Added 2.14%
8,341 $986,000
Q1 2020

May 14, 2020
BUY
N/A
902 Added 12.42%
8,166 $942,000
Q4 2019

Feb 13, 2020
BUY
N/A
7,264 New
7,264 $816,000

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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