Revolve Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Revolve Wealth Partners, LLC

$909 Million
Q4 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 9,127 shares of AGG stock, worth $891,707. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,127

Previous 6,083 50.04%

Holding current value

$891,707

Previous $616,000 43.51%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $294,172 - $308,144	3,044 Added 50.04%	9,127 $884,000
Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $48,895 - $51,805	508 Added 9.11%	6,083 $616,000
Q2 2024 Jul 19, 2024	BUY	$95.11 - $97.92 $25,013 - $25,752	263 Added 4.95%	5,575 $541,000
Q1 2024 Apr 15, 2024	SELL	$96.75 - $99.37 $51,471 - $52,864	-532 Reduced 9.1%	5,312 $520,000
Q4 2023 Jan 12, 2024	BUY	$91.67 - $99.66 $11,825 - $12,856	129 Added 2.26%	5,844 $580,000
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $59,031 - $61,912	629 Added 12.37%	5,715 $537,000
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $381,868 - $393,776	-3,917 Reduced 43.51%	5,086 $498,000
Q1 2023 Apr 06, 2023	BUY	$96.32 - $100.79 $13,003 - $13,606	135 Added 1.52%	9,003 $897,000
Q4 2022 Jan 17, 2023	SELL	$93.63 - $99.69 $106,925 - $113,845	-1,142 Reduced 11.41%	8,868 $0
Q3 2022 Oct 12, 2022	SELL	$95.54 - $104.23 $43,852 - $47,841	-459 Reduced 4.38%	10,010 $964,000
Q2 2022 Jul 11, 2022	SELL	$99.01 - $106.84 $18,514 - $19,979	-187 Reduced 1.75%	10,469 $1.07 Million
Q1 2022 Apr 19, 2022	BUY	$106.1 - $113.3 $19,204 - $20,507	181 Added 1.73%	10,656 $1.14 Million
Q4 2021 Feb 04, 2022	BUY	$113.45 - $115.33 $1.19 Million - $1.21 Million	10,475 New	10,475 $1.2 Million

Others Institutions Holding AGG

# of Institutions

2,022

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Revolve Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History