Pacific Capital Wealth Advisors, Inc Ishares Core U.S. Aggregate Bo Transaction History

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 41,464 shares of AGG stock, worth $4.05 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
41,464
Previous 43,525 4.74%
Holding current value
$4.05 Million
Previous $4.32 Million 6.0%
% of portfolio
0.96%
Previous 1.1%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$96.75 - $99.37 $199,401 - $204,801
-2,061 Reduced 4.74%
41,464 $4.06 Million
Q4 2023

Feb 06, 2024
BUY
$91.67 - $99.66 $317,544 - $345,222
3,464 Added 8.65%
43,525 $4.32 Million
Q3 2023

Nov 03, 2023
SELL
$93.85 - $98.43 $315,054 - $330,429
-3,357 Reduced 7.73%
40,061 $3.77 Million
Q2 2023

Aug 01, 2023
SELL
$97.49 - $100.53 $279,308 - $288,018
-2,865 Reduced 6.19%
43,418 $4.25 Million
Q1 2023

May 05, 2023
SELL
$96.32 - $100.79 $65,786 - $68,839
-683 Reduced 1.45%
46,283 $4.61 Million
Q4 2022

Feb 14, 2023
SELL
$94.17 - $99.69 $198,227 - $209,847
-2,105 Reduced 4.29%
46,966 $4.56 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,561 Reduced 3.08%
49,071 $4.73 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-121 Reduced 0.24%
50,632 $5.15 Million
Q1 2022

May 16, 2022
BUY
N/A
410 Added 0.81%
50,753 $5.44 Million
Q4 2021

Mar 08, 2022
SELL
N/A
-2,896 Reduced 5.44%
50,343 $5.74 Million
Q3 2021

Nov 30, 2021
BUY
N/A
10,892 Added 25.72%
53,239 $6.11 Million
Q2 2021

Aug 13, 2021
BUY
N/A
8,554 Added 25.31%
42,347 $4.88 Million
Q1 2021

May 17, 2021
SELL
N/A
-6,122 Reduced 15.34%
33,793 $3.85 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-1,434 Reduced 3.47%
39,915 $4.72 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-2,096 Reduced 4.82%
41,349 $4.88 Million
Q2 2020

Aug 11, 2020
BUY
N/A
1,784 Added 4.28%
43,445 $5.14 Million
Q1 2020

May 19, 2020
SELL
N/A
-43,443 Reduced 51.05%
41,661 $4.81 Million
Q4 2019

Feb 14, 2020
BUY
N/A
85,104 New
85,104 $9.56 Million

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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