Soa Wealth Advisors, Llc. Ishares Core U.S. Aggregate Bo Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

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 3,343 shares of AGG stock, worth $330,923. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,343

Previous 3,341 0.06%

Holding current value

$330,923

Previous $323,000 2.17%

% of portfolio

0.04%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$95.85 - $99.25 $191 - $198	2 Added 0.06%	3,343 $330,000
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $46,290 - $48,489	-479 Reduced 12.54%	3,341 $323,000
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

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Soa Wealth Advisors, Llc. Ishares Core U.S. Aggregate Bo Transaction History