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

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024

A detailed history of River Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, River Wealth Advisors LLC holds 4,102 shares of AGG stock, worth $401,216. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,102
Holding current value
$401,216
% of portfolio
0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $394,817 - $418,321
4,102 New
4,102 $415,000
Q4 2022

Feb 10, 2023
SELL
$93.63 - $99.69 $65,541 - $69,783
-700 Reduced 20.52%
2,711 $262,000
Q3 2022

Nov 14, 2022
SELL
$95.54 - $104.23 $78,629 - $85,781
-823 Reduced 19.44%
3,411 $329,000
Q1 2022

May 09, 2022
SELL
$106.1 - $113.3 $10,397 - $11,103
-98 Reduced 2.26%
4,234 $453,000
Q4 2021

Feb 11, 2022
SELL
$113.45 - $115.33 $66,708 - $67,814
-588 Reduced 11.95%
4,332 $494,000
Q3 2021

Nov 12, 2021
BUY
$114.77 - $116.58 $6,656 - $6,761
58 Added 1.19%
4,920 $565,000
Q2 2021

Aug 06, 2021
SELL
$113.78 - $115.33 $28,900 - $29,293
-254 Reduced 4.96%
4,862 $561,000
Q1 2021

May 11, 2021
SELL
$113.42 - $118.04 $16,559 - $17,233
-146 Reduced 2.77%
5,116 $582,000
Q4 2020

Feb 16, 2021
SELL
$117.06 - $118.42 $33,830 - $34,223
-289 Reduced 5.21%
5,262 $622,000
Q3 2020

Nov 10, 2020
SELL
$117.95 - $119.63 $116,416 - $118,074
-987 Reduced 15.1%
5,551 $655,000
Q2 2020

Aug 11, 2020
BUY
$114.73 - $118.21 $1,262 - $1,300
11 Added 0.17%
6,538 $773,000
Q1 2020

May 05, 2020
BUY
$106.57 - $117.86 $228,912 - $253,163
2,148 Added 49.05%
6,527 $753,000
Q4 2019

Feb 07, 2020
SELL
$111.81 - $113.82 $4,807 - $4,894
-43 Reduced 0.97%
4,379 $492,000
Q3 2019

Oct 29, 2019
BUY
$111.75 - $113.28 $101,916 - $103,311
912 Added 25.98%
4,422 $500,000
Q2 2019

Jul 30, 2019
BUY
N/A
184 Added 5.53%
3,510 $391,000
Q1 2019

May 07, 2019
SELL
N/A
-39 Reduced 1.16%
3,326 $363,000
Q4 2018

Jan 25, 2019
BUY
N/A
764 Added 29.37%
3,365 $358,000
Q3 2018

Nov 09, 2018
BUY
N/A
153 Added 6.25%
2,601 $274,000
Q2 2018

Aug 13, 2018
SELL
N/A
-3,310 Reduced 57.49%
2,448 $260,000
Q1 2018

May 02, 2018
BUY
N/A
5,758 New
5,758 $618,000

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

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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