Rba Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Rba Wealth Management, LLC

  • $247 Million
  • Q1 2024

A detailed history of Rba Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rba Wealth Management, LLC holds 13,865 shares of AGG stock, worth $1.35 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
13,865
Previous 13,123 5.65%
Holding current value
$1.35 Million
Previous $1.3 Million 4.22%
% of portfolio
0.55%
Previous 0.57%

Shares

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

Apr 19, 2024
BUY
$96.75 - $99.37 $71,788 - $73,732
742 Added 5.65%
13,865 $1.36 Million
Q4 2023

Feb 07, 2024
SELL
$91.67 - $99.66 $47,760 - $51,922
-521 Reduced 3.82%
13,123 $1.3 Million
Q3 2023

Oct 19, 2023
BUY
$93.85 - $98.43 $59,970 - $62,896
639 Added 4.91%
13,644 $1.28 Million
Q2 2023

Jul 21, 2023
BUY
$97.49 - $100.53 $57,421 - $59,212
589 Added 4.74%
13,005 $1.27 Million
Q1 2023

Apr 17, 2023
SELL
$96.32 - $100.79 $1,348 - $1,411
-14 Reduced 0.11%
12,416 $1.24 Million
Q4 2022

Jan 25, 2023
BUY
$94.17 - $99.69 $48,403 - $51,240
514 Added 4.31%
12,430 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-421 Reduced 3.41%
11,916 $1.15 Million
Q2 2022

Jul 11, 2022
BUY
N/A
174 Added 1.43%
12,337 $1.25 Million
Q1 2022

Apr 14, 2022
SELL
N/A
-185 Reduced 1.5%
12,163 $1.3 Million
Q4 2021

Feb 02, 2022
BUY
N/A
12,348 New
12,348 $1.41 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-9,389 Closed
0 $0
Q4 2020

Feb 02, 2021
BUY
N/A
231 Added 2.52%
9,389 $1.11 Million
Q3 2020

Nov 12, 2020
BUY
N/A
696 Added 8.23%
9,158 $1.08 Million
Q2 2020

Sep 29, 2020
BUY
N/A
70 Added 0.83%
8,462 $1 Million
Q1 2020

May 15, 2020
BUY
N/A
8,392 New
8,392 $968,000

Others Institutions Holding AGG

# of Institutions
1,869
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
Track This Portfolio

Track Rba Wealth Management, LLC Portfolio

Follow Rba Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Rba Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email