A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,820 shares of AGG stock, worth $376,270. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,820
Previous 3,897 1.98%
Holding current value
$376,270
Previous $378,000 2.12%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 08, 2024

SELL
$96.25 - $101.98 $7,411 - $7,852
-77 Reduced 1.98%
3,820 $386,000
Q2 2024

Jul 17, 2024

BUY
$95.11 - $97.92 $30,530 - $31,432
321 Added 8.98%
3,897 $378,000
Q1 2024

Apr 10, 2024

SELL
$96.75 - $99.37 $23,413 - $24,047
-242 Reduced 6.34%
3,576 $350,000
Q4 2023

Jan 10, 2024

SELL
$91.67 - $99.66 $40,609 - $44,149
-443 Reduced 10.4%
3,818 $378,000
Q3 2023

Oct 10, 2023

SELL
$93.85 - $98.43 $9,854 - $10,335
-105 Reduced 2.4%
4,261 $400,000
Q2 2023

Jul 07, 2023

BUY
$97.49 - $100.53 $4,094 - $4,222
42 Added 0.97%
4,366 $427,000
Q1 2023

Apr 28, 2023

SELL
$96.32 - $100.79 $6,357 - $6,652
-66 Reduced 1.5%
4,324 $430,000
Q4 2022

Jan 10, 2023

SELL
$93.63 - $99.69 $53,743 - $57,222
-574 Reduced 11.56%
4,390 $0
Q3 2022

Oct 07, 2022

BUY
$95.54 - $104.23 $41,942 - $45,756
439 Added 9.7%
4,964 $478,000
Q2 2022

Jul 13, 2022

SELL
$99.01 - $106.84 $18,613 - $20,085
-188 Reduced 3.99%
4,525 $460,000
Q1 2022

Apr 07, 2022

BUY
$106.1 - $113.3 $3,395 - $3,625
32 Added 0.68%
4,713 $504,000
Q4 2021

Jan 13, 2022

BUY
$113.45 - $115.33 $41,976 - $42,672
370 Added 8.58%
4,681 $534,000
Q3 2021

Oct 12, 2021

SELL
$114.77 - $116.58 $8,492 - $8,626
-74 Reduced 1.69%
4,311 $495,000
Q2 2021

Jul 14, 2021

BUY
$113.78 - $115.33 $85,790 - $86,958
754 Added 20.77%
4,385 $505,000
Q1 2021

Apr 26, 2021

SELL
$113.42 - $118.04 $26,540 - $27,621
-234 Reduced 6.05%
3,631 $413,000
Q4 2020

Mar 10, 2021

BUY
$117.06 - $118.42 $452,436 - $457,693
3,865 New
3,865 $452,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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