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

Semus Wealth Partners LLC

$119 Billion
Q1 2024

A detailed history of Semus Wealth Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Semus Wealth Partners LLC holds 3,416 shares of AGG stock, worth $329,883. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,416

Previous 2,495 36.91%

Holding current value

$329,883

Previous $248 Million 35.12%

% of portfolio

0.28%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$96.75 - $99.37 $89,106 - $91,519	921 Added 36.91%	3,416 $335 Million
Q4 2023 Jan 23, 2024	SELL	$91.67 - $99.66 $26,675 - $29,001	-291 Reduced 10.45%	2,495 $248 Million
Q3 2023 Oct 31, 2023	SELL	$93.85 - $98.43 $22,148 - $23,229	-236 Reduced 7.81%	2,786 $262 Million
Q2 2023 Aug 01, 2023	SELL	$97.49 - $100.53 $14,818 - $15,280	-152 Reduced 4.79%	3,022 $296 Million
Q1 2023 Apr 24, 2023	SELL	$96.32 - $100.79 $34,097 - $35,679	-354 Reduced 10.03%	3,174 $316 Million

Q4 2022 Feb 08, 2023	BUY	$94.17 - $99.69 $332,231 - $351,706	3,528 New	3,528 $342 Million

Others Institutions Holding AGG

# of Institutions

1,869

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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