Moneta Group Investment Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Moneta Group Investment Advisors LLC

  • $6.28 Billion
  • Q2 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 91,226 shares of AGG stock, worth $8.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
91,226
Previous 73,873 23.49%
Holding current value
$8.9 Million
Previous $7.24 Million 22.39%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Aug 13, 2024
BUY
$95.11 - $97.92 $1.65 Million - $1.7 Million
17,353 Added 23.49%
91,226 $8.86 Million
Q1 2024

Aug 13, 2024
BUY
$96.75 - $99.37 $1.03 Million - $1.05 Million
10,614 Added 16.78%
73,873 $7.24 Million
Q4 2023

Feb 15, 2024
BUY
$91.67 - $99.66 $733,451 - $797,379
8,001 Added 14.48%
63,259 $6.28 Million
Q3 2023

Nov 15, 2023
SELL
$93.85 - $98.43 $259,401 - $272,060
-2,764 Reduced 4.76%
55,258 $5.2 Million
Q2 2023

Aug 15, 2023
SELL
$97.49 - $100.53 $486,182 - $501,343
-4,987 Reduced 7.91%
58,022 $5.68 Million
Q1 2023

May 15, 2023
BUY
$96.32 - $100.79 $201,212 - $210,550
2,089 Added 3.43%
63,009 $6.28 Million
Q4 2022

Feb 16, 2023
SELL
$93.63 - $99.69 $5.89 Billion - $6.27 Billion
-62,880,231 Reduced 100.0%
1,582 $153,000
Q4 2022

Feb 16, 2023
BUY
$93.63 - $99.69 $5.56 Million - $5.92 Million
59,338 Added 3750.82%
60,920 $5.91 Million
Q4 2022

Feb 15, 2023
BUY
$93.63 - $99.69 $5.88 Billion - $6.26 Billion
62,812,278 Added 90331.89%
62,881,813 $6.1 Billion
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $507,699 - $553,878
5,314 Added 8.27%
69,535 $6.7 Million
Q2 2022

Aug 15, 2022
SELL
$99.01 - $106.84 $368,812 - $397,979
-3,725 Reduced 5.48%
64,221 $6.53 Million
Q1 2022

May 11, 2022
BUY
$106.1 - $113.3 $618,775 - $660,765
5,832 Added 9.39%
67,946 $7.28 Million
Q4 2021

Feb 11, 2022
SELL
$113.45 - $115.33 $109,138 - $110,947
-962 Reduced 1.53%
62,114 $7.09 Million
Q3 2021

Nov 12, 2021
BUY
$114.77 - $116.58 $119,934 - $121,826
1,045 Added 1.68%
63,076 $7.24 Million
Q2 2021

Aug 13, 2021
BUY
$113.78 - $115.33 $665,726 - $674,795
5,851 Added 10.41%
62,031 $7.15 Million
Q1 2021

May 14, 2021
BUY
$113.42 - $118.04 $2.62 Million - $2.73 Million
23,123 Added 69.95%
56,180 $6.4 Million
Q4 2020

Feb 12, 2021
BUY
$117.06 - $118.42 $195,021 - $197,287
1,666 Added 5.31%
33,057 $3.91 Million
Q3 2020

Nov 13, 2020
BUY
$117.95 - $119.63 $21,702 - $22,011
184 Added 0.59%
31,391 $3.71 Million
Q2 2020

Aug 12, 2020
BUY
$114.73 - $118.21 $77,901 - $80,264
679 Added 2.22%
31,207 $3.69 Million
Q1 2020

May 13, 2020
BUY
$106.57 - $117.86 $101,880 - $112,674
956 Added 3.23%
30,528 $3.52 Million
Q4 2019

Feb 11, 2020
SELL
$111.81 - $113.82 $84,304 - $85,820
-754 Reduced 2.49%
29,572 $3.32 Million
Q3 2019

Nov 12, 2019
BUY
$111.75 - $113.28 $293,902 - $297,926
2,630 Added 9.5%
30,326 $3.43 Million
Q2 2019

Aug 16, 2019
BUY
N/A
14,997 Added 118.1%
27,696 $3.08 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-14,568 Reduced 53.43%
12,699 $3.08 Million
Q1 2019

May 16, 2019
SELL
N/A
-504,832 Reduced 94.88%
27,267 $2.97 Million
Q1 2019

May 15, 2019
BUY
N/A
504,838 Added 1851.87%
532,099 $2.97 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-4 Reduced 0.01%
27,261 $2.9 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-799 Reduced 2.85%
27,265 $2.88 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-18,163 Reduced 39.29%
28,064 $2.98 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-60,755 Reduced 56.79%
46,227 $2.98 Million
Q2 2018

Aug 14, 2018
BUY
N/A
79,717 Added 292.38%
106,982 $3 Million
Q1 2018

May 14, 2018
BUY
N/A
4,610 Added 20.35%
27,265 $2.92 Million
Q4 2017

Feb 13, 2018
BUY
N/A
790 Added 3.61%
22,655 $2.48 Million
Q3 2017

Nov 13, 2017
BUY
N/A
21,865
21,865 $2.4 Million

Others Institutions Holding AGG

# of Institutions
1,929
Shares Held
1.04B
Call Options Held
68.7K
Put Options Held
176K
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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