O'Brien Wealth Partners LLC Ishares Core U.S. Aggregate Bo Transaction History

O'Brien Wealth Partners LLC

  • $527 Million
  • Q4 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 2,629 shares of AGG stock, worth $259,587. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,629
Previous 1,995 31.78%
Holding current value
$259,587
Previous $202,000 25.74%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 28, 2025
BUY
$96.64 - $101.23 $61,269 - $64,179
634 Added 31.78%
2,629 $254,000
Q3 2024

Oct 23, 2024
BUY
$96.25 - $101.98 $192,018 - $203,450
1,995 New
1,995 $202,000
Q1 2024

Apr 18, 2024
BUY
$96.75 - $99.37 $206,367 - $211,956
2,133 New
2,133 $208,000
Q2 2023

Aug 07, 2023
SELL
$97.49 - $100.53 $173,727 - $179,144
-1,782 Reduced 1.83%
95,794 $9.38 Million
Q1 2023

May 08, 2023
SELL
$96.32 - $100.79 $593,138 - $620,664
-6,158 Reduced 5.94%
97,576 $9.72 Million
Q4 2022

Feb 10, 2023
SELL
$93.63 - $99.69 $7,209 - $7,676
-77 Reduced 0.07%
103,734 $10.1 Million
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $734,607 - $801,424
7,689 Added 8.0%
103,811 $10 Million
Q2 2022

Jul 22, 2022
BUY
$99.01 - $106.84 $9.52 Million - $10.3 Million
96,122 New
96,122 $9.77 Million
Q2 2021

Jul 12, 2021
SELL
$113.78 - $115.33 $706,687 - $716,314
-6,211 Closed
0 $0
Q1 2021

Apr 13, 2021
BUY
$113.42 - $118.04 $1,361 - $1,416
12 Added 0.19%
6,211 $710,000
Q4 2020

Jan 11, 2021
BUY
$117.06 - $118.42 $725,654 - $734,085
6,199 New
6,199 $726,000
Q3 2020

Oct 09, 2020
SELL
$117.95 - $119.63 $304,075 - $308,406
-2,578 Closed
0 $0
Q2 2020

Jul 10, 2020
BUY
$114.73 - $118.21 $295,773 - $304,745
2,578 New
2,578 $306,000
Q3 2019

Oct 04, 2019
SELL
$111.75 - $113.28 $318,934 - $323,301
-2,854 Closed
0 $0
Q4 2018

Jan 17, 2019
SELL
N/A
-4,426 Reduced 60.8%
2,854 $304,000
Q3 2017

Oct 12, 2017
BUY
N/A
7,280
7,280 $798,000

Others Institutions Holding AGG

# of Institutions
2,126
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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