A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 39,575 shares of AGG stock, worth $3.84 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
39,575
Previous 31,919 23.99%
Holding current value
$3.84 Million
Previous $3.1 Million 29.34%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Nov 12, 2024

BUY
$96.25 - $101.98 $736,890 - $780,758
7,656 Added 23.99%
39,575 $4.01 Million
Q2 2024

Aug 05, 2024

BUY
$95.11 - $97.92 $182,516 - $187,908
1,919 Added 6.4%
31,919 $3.1 Million
Q1 2024

May 09, 2024

SELL
$96.75 - $99.37 $273,899 - $281,316
-2,831 Reduced 8.62%
30,000 $2.94 Million
Q4 2023

Feb 08, 2024

SELL
$91.67 - $99.66 $225,783 - $245,462
-2,463 Reduced 6.98%
32,831 $3.26 Million
Q3 2023

Nov 07, 2023

BUY
$93.85 - $98.43 $16,517 - $17,323
176 Added 0.5%
35,294 $3.32 Million
Q2 2023

Aug 08, 2023

SELL
$97.49 - $100.53 $388,010 - $400,109
-3,980 Reduced 10.18%
35,118 $3.44 Million
Q1 2023

May 12, 2023

BUY
$96.32 - $100.79 $831,626 - $870,220
8,634 Added 28.34%
39,098 $3.9 Million
Q4 2022

Feb 08, 2023

SELL
$93.63 - $99.69 $408,694 - $435,146
-4,365 Reduced 12.53%
30,464 $2.95 Million
Q3 2022

Nov 08, 2022

SELL
$95.54 - $104.23 $128,023 - $139,668
-1,340 Reduced 3.7%
34,829 $3.36 Million
Q2 2022

Aug 05, 2022

SELL
$99.01 - $106.84 $135,445 - $146,157
-1,368 Reduced 3.64%
36,169 $3.68 Million
Q1 2022

May 11, 2022

SELL
$106.1 - $113.3 $1.11 Million - $1.18 Million
-10,425 Reduced 21.74%
37,537 $4.02 Million
Q4 2021

Jan 20, 2022

BUY
$113.45 - $115.33 $702,822 - $714,469
6,195 Added 14.83%
47,962 $5.47 Million
Q3 2021

Oct 21, 2021

BUY
$114.77 - $116.58 $138,183 - $140,362
1,204 Added 2.97%
41,767 $4.8 Million
Q2 2021

Jul 21, 2021

BUY
$113.78 - $115.33 $2 Million - $2.03 Million
17,575 Added 76.45%
40,563 $4.68 Million
Q1 2021

Apr 28, 2021

BUY
$113.42 - $118.04 $150,962 - $157,111
1,331 Added 6.15%
22,988 $2.62 Million
Q4 2020

Feb 02, 2021

BUY
$117.06 - $118.42 $255,073 - $258,037
2,179 Added 11.19%
21,657 $2.56 Million
Q3 2020

Nov 09, 2020

BUY
$117.95 - $119.63 $744,264 - $754,865
6,310 Added 47.92%
19,478 $2.3 Million
Q2 2020

Aug 07, 2020

BUY
$114.73 - $118.21 $1.51 Million - $1.56 Million
13,168 New
13,168 $1.56 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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