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

Semus Wealth Partners LLC

$144 Billion
Q1 2025

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 2,318 shares of AGG stock, worth $224,475. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,318

Previous 2,377 2.48%

Holding current value

$224,475

Previous $230 Million 0.41%

% of portfolio

0.16%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$95.85 - $99.25 $5,655 - $5,855	-59 Reduced 2.48%	2,318 $229 Million
Q4 2024 Jan 31, 2025	SELL	$96.64 - $101.23 $32,664 - $34,215	-338 Reduced 12.45%	2,377 $230 Million
Q3 2024 Nov 07, 2024	SELL	$96.25 - $101.98 $60,060 - $63,635	-624 Reduced 18.69%	2,715 $275 Million
Q2 2024 Jul 31, 2024	SELL	$95.11 - $97.92 $7,323 - $7,539	-77 Reduced 2.25%	3,339 $324 Million
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	$93.63 - $99.69 $330,326 - $351,706	3,528 New	3,528 $342 Million

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Semus Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Semus Wealth Partners LLC with notifications on news.

Account

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