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

Reston Wealth Management LLC

$275 Million
Q3 2024

A detailed history of Reston Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Reston Wealth Management LLC holds 1,616 shares of AGG stock, worth $158,060. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,616

Holding current value

$158,060

% of portfolio

0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$96.25 - $101.98 $155,540 - $164,799	1,616 New	1,616 $163,000
Q4 2023 Jan 24, 2024	SELL	$91.67 - $99.66 $164,730 - $179,089	-1,797 Reduced 35.98%	3,197 $317,000
Q3 2023 Oct 20, 2023	BUY	$93.85 - $98.43 $468,686 - $491,559	4,994 New	4,994 $469,000
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $1.51 Million - $1.61 Million	16,168 New	16,168 $1.57 Million
Q2 2022 Jul 28, 2022	BUY	$99.01 - $106.84 $282,178 - $304,494	2,850 Added 97.07%	5,786 $588,000
Q1 2022 May 04, 2022	BUY	$106.1 - $113.3 $311,509 - $332,648	2,936 New	2,936 $314,000
Q1 2021 May 10, 2021	SELL	$113.42 - $118.04 $201,774 - $209,993	-1,779 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$117.06 - $118.42 $936 - $947	8 Added 0.45%	1,779 $210,000
Q3 2020 Oct 14, 2020	BUY	$117.95 - $119.63 $707 - $717	6 Added 0.34%	1,771 $209,000
Q2 2020 Jul 14, 2020	BUY	$114.73 - $118.21 $917 - $945	8 Added 0.46%	1,765 $209,000
Q1 2020 Apr 14, 2020	BUY	$106.57 - $117.86 $187,243 - $207,080	1,757 New	1,757 $203,000
Q4 2019 Feb 07, 2020	SELL	$111.81 - $113.82 $407,994 - $415,329	-3,649 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$111.75 - $113.28 $2,235 - $2,265	20 Added 0.55%	3,649 $413,000
Q2 2019 Jul 29, 2019	BUY	N/A	757 Added 26.36%	3,629 $404,000
Q1 2019 May 03, 2019	BUY	N/A	142 Added 5.2%	2,872 $311,000
Q4 2018 Feb 12, 2019	BUY	N/A	2,730 New	2,730 $291,000

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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