Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 25,292 shares of AGG stock, worth $2.45 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
25,292
Previous 25,072 0.88%
Holding current value
$2.45 Million
Previous $2.54 Million 3.51%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jan 17, 2025
BUY
$96.64 - $101.23 $21,260 - $22,270
220 Added 0.88%
25,292 $2.45 Million
Q3 2024

Nov 08, 2024
BUY
$96.25 - $101.98 $354,681 - $375,796
3,685 Added 17.23%
25,072 $2.54 Million
Q2 2024

Aug 13, 2024
BUY
$95.11 - $97.92 $937,974 - $965,687
9,862 Added 85.57%
21,387 $2.08 Million
Q1 2024

Apr 30, 2024
BUY
$96.75 - $99.37 $545,476 - $560,248
5,638 Added 95.77%
11,525 $1.13 Million
Q4 2023

Jan 30, 2024
SELL
$91.67 - $99.66 $946,126 - $1.03 Million
-10,321 Reduced 63.68%
5,887 $584,000
Q3 2023

Oct 17, 2023
BUY
$93.85 - $98.43 $85,966 - $90,161
916 Added 5.99%
16,208 $1.52 Million
Q2 2023

Jul 19, 2023
BUY
$97.49 - $100.53 $44,552 - $45,942
457 Added 3.08%
15,292 $1.5 Million
Q1 2023

May 10, 2023
BUY
$96.32 - $100.79 $1.11 Million - $1.16 Million
11,485 Added 342.84%
14,835 $1.48 Million
Q4 2022

Feb 14, 2023
SELL
$93.63 - $99.69 $24,250 - $25,819
-259 Reduced 7.18%
3,350 $324,000
Q3 2022

Oct 26, 2022
SELL
$95.54 - $104.23 $854,223 - $931,920
-8,941 Reduced 71.24%
3,609 $338,000
Q2 2022

Aug 10, 2022
SELL
$99.01 - $106.84 $24,059 - $25,962
-243 Reduced 1.9%
12,550 $1.27 Million
Q1 2022

May 13, 2022
BUY
$106.1 - $113.3 $27,267 - $29,118
257 Added 2.05%
12,793 $1.37 Million
Q4 2021

Feb 14, 2022
SELL
$113.45 - $115.33 $54,002 - $54,897
-476 Reduced 3.66%
12,536 $1.43 Million
Q3 2021

Nov 02, 2021
BUY
$114.77 - $116.58 $60,942 - $61,903
531 Added 4.25%
13,012 $1.49 Million
Q2 2021

Jul 27, 2021
BUY
$113.78 - $115.33 $320,859 - $325,230
2,820 Added 29.19%
12,481 $1.44 Million
Q1 2021

May 11, 2021
SELL
$113.42 - $118.04 $72,361 - $75,309
-638 Reduced 6.19%
9,661 $1.1 Million
Q4 2020

Feb 09, 2021
SELL
$117.06 - $118.42 $90,721 - $91,775
-775 Reduced 7.0%
10,299 $1.22 Million
Q3 2020

Oct 20, 2020
SELL
$117.95 - $119.63 $182,940 - $185,546
-1,551 Reduced 12.29%
11,074 $1.31 Million
Q2 2020

Jul 02, 2020
SELL
$114.73 - $118.21 $245,292 - $252,732
-2,138 Reduced 14.48%
12,625 $0
Q1 2020

Apr 01, 2020
BUY
$106.57 - $117.86 $301,273 - $333,190
2,827 Added 23.68%
14,763 $0
Q4 2019

Feb 11, 2020
SELL
$111.81 - $113.82 $399,273 - $406,451
-3,571 Reduced 23.03%
11,936 $0
Q3 2019

Oct 09, 2019
BUY
$111.75 - $113.28 $873,773 - $885,736
7,819 Added 101.7%
15,507 $0
Q2 2019

Aug 14, 2019
BUY
N/A
7,688 New
7,688 $856,000
Q1 2019

May 08, 2019
SELL
N/A
-444 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
444 New
444 $47,000

Others Institutions Holding AGG

# of Institutions
1,979
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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