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

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 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 3,109 shares of AGG stock, worth $304,744. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,109
Previous 58,982 94.73%
Holding current value
$304,744
Previous $5.97 Million 94.96%
% of portfolio
0.01%
Previous 0.25%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$96.64 - $101.23 $5.4 Million - $5.66 Million
-55,873 Reduced 94.73%
3,109 $301,000
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

# of Institutions
2,109
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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