A detailed history of Merriman Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 58,982 shares of AGG stock, worth $5.72 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
58,982
Previous 62,906 6.24%
Holding current value
$5.72 Million
Previous $6.11 Million 2.18%
% of portfolio
0.25%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$96.25 - $101.98 $377,685 - $400,169
-3,924 Reduced 6.24%
58,982 $5.97 Million
Q2 2024

Aug 13, 2024

BUY
$95.11 - $97.92 $5.76 Million - $5.93 Million
60,578 Added 2602.15%
62,906 $6.11 Million
Q1 2024

May 14, 2024

BUY
$96.75 - $99.37 $225,234 - $231,333
2,328 New
2,328 $228,000
Q2 2022

Jul 29, 2022

SELL
$99.01 - $106.84 $495,446 - $534,627
-5,004 Closed
0 $0
Q1 2022

Apr 28, 2022

BUY
$106.1 - $113.3 $530,924 - $566,953
5,004 New
5,004 $536,000
Q4 2021

Feb 01, 2022

SELL
$113.45 - $115.33 $242,783 - $246,806
-2,140 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$114.77 - $116.58 $245,607 - $249,481
2,140 New
2,140 $246,000
Q4 2020

Feb 10, 2021

SELL
$117.06 - $118.42 $7.18 Million - $7.27 Million
-61,378 Closed
0 $0
Q3 2020

Oct 26, 2020

BUY
$117.95 - $119.63 $14,979 - $15,193
127 Added 0.21%
61,378 $7.25 Million
Q2 2020

Jul 31, 2020

BUY
$114.73 - $118.21 $103,142 - $106,270
899 Added 1.49%
61,251 $7.24 Million
Q1 2020

Apr 22, 2020

BUY
$106.57 - $117.86 $6.43 Million - $7.11 Million
60,352 New
60,352 $6.96 Million
Q1 2019

Apr 23, 2019

SELL
N/A
-4,657 Closed
0 $0
Q4 2018

Jan 28, 2019

SELL
N/A
-1,311 Reduced 21.97%
4,657 $497,000
Q3 2018

Nov 06, 2018

BUY
N/A
580 Added 10.76%
5,968 $630,000
Q2 2018

Aug 10, 2018

BUY
N/A
8 Added 0.15%
5,388 $573,000
Q1 2018

Apr 10, 2018

BUY
N/A
5,380 New
5,380 $577,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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