A detailed history of Regal Wealth Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 57,431 shares of AGG stock, worth $5.74 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
57,431
Previous 55,471 3.53%
Holding current value
$5.74 Million
Previous $5.22 Million 9.28%
% of portfolio
3.99%
Previous 4.14%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 23, 2024

BUY
$91.67 - $99.66 $179,673 - $195,333
1,960 Added 3.53%
57,431 $5.7 Million
Q3 2023

Oct 10, 2023

BUY
$93.85 - $98.43 $25,527 - $26,772
272 Added 0.49%
55,471 $5.22 Million
Q2 2023

Jul 11, 2023

SELL
$97.49 - $100.53 $151,499 - $156,223
-1,554 Reduced 2.74%
55,199 $5.41 Million
Q1 2023

Apr 21, 2023

SELL
$96.32 - $100.79 $391,059 - $409,207
-4,060 Reduced 6.68%
56,753 $5.65 Million
Q4 2022

Jan 27, 2023

SELL
$93.63 - $99.69 $37,264 - $39,676
-398 Reduced 0.65%
60,813 $5.9 Million
Q3 2022

Nov 09, 2022

SELL
$95.54 - $104.23 $3.13 Million - $3.42 Million
-32,797 Reduced 34.89%
61,211 $5.77 Million
Q2 2022

Jul 25, 2022

SELL
$99.01 - $106.84 $311,584 - $336,225
-3,147 Reduced 3.24%
94,008 $9.56 Million
Q1 2022

Apr 15, 2022

SELL
$106.1 - $113.3 $378,140 - $403,801
-3,564 Reduced 3.54%
97,155 $10.1 Million
Q4 2021

Jan 20, 2022

BUY
$113.45 - $115.33 $303,705 - $308,738
2,677 Added 2.73%
100,719 $11.5 Million
Q3 2021

Oct 14, 2021

BUY
$114.77 - $116.58 $45,219 - $45,932
394 Added 0.4%
98,042 $11.3 Million
Q2 2021

Aug 02, 2021

BUY
$113.78 - $115.33 $653,438 - $662,340
5,743 Added 6.25%
97,648 $11.3 Million
Q1 2021

Apr 12, 2021

BUY
$113.42 - $118.04 $356,365 - $370,881
3,142 Added 3.54%
91,905 $10.5 Million
Q4 2020

Jan 22, 2021

BUY
$117.06 - $118.42 $3.81 Million - $3.86 Million
32,586 Added 58.01%
88,763 $10.5 Million
Q3 2020

Oct 13, 2020

BUY
$117.95 - $119.63 $287,798 - $291,897
2,440 Added 4.54%
56,177 $6.63 Million
Q2 2020

Jul 09, 2020

SELL
$114.73 - $118.21 $96,717 - $99,651
-843 Reduced 1.54%
53,737 $6.35 Million
Q1 2020

Apr 23, 2020

SELL
$106.57 - $117.86 $2.41 Million - $2.67 Million
-22,636 Reduced 29.32%
54,580 $6.3 Million
Q4 2019

Jan 22, 2020

SELL
$111.81 - $113.82 $77,372 - $78,763
-692 Reduced 0.89%
77,216 $8.68 Million
Q3 2019

Oct 30, 2019

BUY
$111.75 - $113.28 $450,576 - $456,744
4,032 Added 5.46%
77,908 $8.82 Million
Q3 2019

Oct 22, 2019

SELL
$111.75 - $113.28 $384,978 - $390,249
-3,445 Reduced 4.46%
73,876 $7.87 Million
Q2 2019

Jul 19, 2019

BUY
N/A
1,916 Added 2.54%
77,321 $8.61 Million
Q1 2019

Apr 10, 2019

BUY
N/A
1,529 Added 2.07%
75,405 $8.22 Million
Q4 2018

Jan 24, 2019

SELL
N/A
-3,948 Reduced 5.07%
73,876 $7.87 Million
Q3 2018

Oct 16, 2018

BUY
N/A
49,719 Added 176.9%
77,824 $8.21 Million
Q2 2018

Jul 30, 2018

SELL
N/A
-47,344 Reduced 62.75%
28,105 $2.99 Million
Q1 2018

May 04, 2018

SELL
N/A
-1,146 Reduced 1.5%
75,449 $8.09 Million
Q4 2017

Jan 25, 2018

BUY
N/A
17,627 Added 29.89%
76,595 $8.37 Million
Q3 2017

Oct 20, 2017

BUY
N/A
2,355 Added 4.16%
58,968 $6.46 Million
Q2 2017

Aug 10, 2017

BUY
N/A
5,126 Added 9.96%
56,613 $6.2 Million
Q1 2017

Aug 10, 2017

BUY
N/A
755 Added 1.49%
51,487 $5.59 Million
Q4 2016

Aug 09, 2017

BUY
N/A
2,453 Added 5.08%
50,732 $5.48 Million
Q3 2016

Jun 14, 2018

SELL
N/A
-2,453 Reduced 4.84%
48,279 $5.43 Million
Q3 2016

Aug 18, 2017

BUY
N/A
3,362 Added 7.1%
50,732 $5.48 Million
Q2 2016

May 18, 2018

SELL
N/A
-3,362 Reduced 6.63%
47,370 $5.34 Million
Q2 2016

Aug 18, 2017

BUY
N/A
5,665 Added 12.57%
50,732 $5.48 Million
Q1 2016

Oct 02, 2017

SELL
N/A
-5,665 Reduced 11.17%
45,067 $5 Million
Q1 2016

Aug 18, 2017

BUY
N/A
6,156 Added 13.81%
50,732 $5.48 Million
Q4 2015

Sep 18, 2017

SELL
N/A
-6,156 Reduced 12.13%
44,576 $4.82 Million
Q4 2015

Aug 21, 2017

BUY
N/A
50,732
50,732 $5.48 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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