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

Merriman Wealth Management, LLC

$2.16 Billion
Q1 2024

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 2,328 shares of AGG stock, worth $224,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,328

Holding current value

$224,814

% of portfolio

0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-5,004 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	N/A	5,004 New	5,004 $536,000
Q4 2021 Feb 01, 2022	SELL	N/A	-2,140 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	N/A	2,140 New	2,140 $246,000

Q4 2020 Feb 10, 2021	SELL	N/A	-61,378 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	N/A	127 Added 0.21%	61,378 $7.25 Million
Q2 2020 Jul 31, 2020	BUY	N/A	899 Added 1.49%	61,251 $7.24 Million
Q1 2020 Apr 22, 2020	BUY	N/A	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

# of Institutions

1,869

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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