A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 8,958 shares of AGG stock, worth $876,181. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,958
Previous 12,912 30.62%
Holding current value
$876,181
Previous $1.25 Million 27.61%
% of portfolio
0.53%
Previous 0.81%

Shares

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

Nov 08, 2024

SELL
$96.25 - $101.98 $380,572 - $403,228
-3,954 Reduced 30.62%
8,958 $907,000
Q2 2024

Jul 25, 2024

BUY
$95.11 - $97.92 $915,338 - $942,382
9,624 Added 292.7%
12,912 $1.25 Million
Q1 2024

May 02, 2024

BUY
$96.75 - $99.37 $1,838 - $1,888
19 Added 0.58%
3,288 $322,000
Q4 2023

Jan 23, 2024

BUY
$91.67 - $99.66 $3,391 - $3,687
37 Added 1.14%
3,269 $324,000
Q3 2023

Nov 14, 2023

BUY
$93.85 - $98.43 $2,346 - $2,460
25 Added 0.78%
3,232 $303,000
Q2 2023

Jul 31, 2023

BUY
$97.49 - $100.53 $2,437 - $2,513
25 Added 0.79%
3,207 $314,000
Q1 2023

May 12, 2023

BUY
$96.32 - $100.79 $1,444 - $1,511
15 Added 0.47%
3,182 $317,000
Q4 2022

Feb 10, 2023

BUY
$93.63 - $99.69 $2,715 - $2,891
29 Added 0.92%
3,167 $307,000
Q3 2022

Oct 25, 2022

BUY
$95.54 - $104.23 $299,804 - $327,073
3,138 New
3,138 $302,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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