Regent Peak Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Regent Peak Wealth Advisors LLC

$449 Million
Q4 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,138 shares of AGG stock, worth $305,829. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,138

Previous 3,138 -0.0%

Holding current value

$305,829

Previous $304,000 -0.0%

% of portfolio

0.07%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$96.64 - $101.23 $303,256 - $317,659	3,138 New	3,138 $304,000
Q1 2023 Apr 24, 2023	SELL	$96.32 - $100.79 $2.6 Million - $2.72 Million	-26,986 Reduced 88.82%	3,397 $338,000
Q4 2022 Feb 08, 2023	SELL	$93.63 - $99.69 $270,590 - $288,104	-2,890 Reduced 8.69%	30,383 $2.95 Million
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $529,864 - $578,059	-5,546 Reduced 14.29%	33,273 $3.21 Million
Q2 2022 Aug 11, 2022	SELL	$99.01 - $106.84 $3.03 Million - $3.27 Million	-30,633 Reduced 44.11%	38,819 $3.95 Million
Q1 2022 May 03, 2022	SELL	$106.1 - $113.3 $4.1 Million - $4.38 Million	-38,673 Reduced 35.77%	69,452 $7.44 Million
Q4 2021 Feb 11, 2022	SELL	$113.45 - $115.33 $5.91 Million - $6.01 Million	-52,082 Reduced 32.51%	108,125 $12.3 Million
Q3 2021 Nov 08, 2021	SELL	$114.77 - $116.58 $361,410 - $367,110	-3,149 Reduced 1.93%	160,207 $18.4 Million
Q2 2021 Aug 16, 2021	BUY	$113.78 - $115.33 $1.75 Million - $1.77 Million	15,362 Added 10.38%	163,356 $19 Million
Q1 2021 Apr 28, 2021	BUY	$113.42 - $118.04 $2.02 Million - $2.1 Million	17,779 Added 13.65%	147,994 $16.8 Million
Q4 2020 Feb 12, 2021	BUY	$117.06 - $118.42 $1.24 Million - $1.25 Million	10,563 Added 8.83%	130,215 $15.4 Million
Q3 2020 Nov 04, 2020	BUY	$117.95 - $119.63 $482,061 - $488,927	4,087 Added 3.54%	119,652 $14.1 Million
Q2 2020 Aug 05, 2020	BUY	$114.73 - $118.21 $693,772 - $714,815	6,047 Added 5.52%	115,565 $13.7 Million
Q1 2020 Apr 27, 2020	BUY	$106.57 - $117.86 $11 Million - $12.2 Million	103,169 Added 1624.96%	109,518 $12.6 Million
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $709,881 - $722,643	6,349 New	6,349 $713,000

Others Institutions Holding AGG

# of Institutions

2,046

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Regent Peak Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History