Moss Adams Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 21,811 shares of AGG stock, worth $2.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

21,811

Previous 23,523 7.28%

Holding current value

$2.12 Million

Previous $2.38 Billion 11.28%

% of portfolio

0.22%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$96.64 - $101.23 $165,447 - $173,305	-1,712 Reduced 7.28%	21,811 $2.11 Billion
Q3 2024 Oct 17, 2024	BUY	$96.25 - $101.98 $25,313 - $26,820	263 Added 1.13%	23,523 $2.38 Billion
Q2 2024 Jul 23, 2024	SELL	$95.11 - $97.92 $103,574 - $106,634	-1,089 Reduced 4.47%	23,260 $2.26 Billion
Q1 2024 May 07, 2024	SELL	$96.75 - $99.37 $1.03 Million - $1.06 Million	-10,673 Reduced 30.48%	24,349 $2.38 Billion
Q4 2023 Feb 06, 2024	BUY	$91.67 - $99.66 $3.14 Million - $3.42 Million	34,271 Added 4563.38%	35,022 $3.48 Billion
Q3 2023 Dec 20, 2023	SELL	$93.85 - $98.43 $798,757 - $837,737	-8,511 Reduced 91.89%	751 $70.6 Million
Q2 2023 Dec 20, 2023	BUY	$97.49 - $100.53 $78,284 - $80,725	803 Added 9.49%	9,262 $907 Million
Q1 2023 Dec 20, 2023	SELL	$96.32 - $100.79 $9.01 Million - $9.43 Million	-93,559 Reduced 91.71%	8,459 $843 Million
Q4 2022 Dec 20, 2023	BUY	$93.63 - $99.69 $9.55 Million - $10.2 Million	102,018 New	102,018 $9.89 Billion

Others Institutions Holding AGG

# of Institutions

2,003

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Account

Moss Adams Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History