Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$97.49 - $100.53 $150,817 - $155,519
1,547 New
1,547 $151,000
Q3 2022

Nov 08, 2022

BUY
$95.54 - $104.23 $141,590 - $154,468
1,482 Added 27.75%
6,822 $657,000
Q2 2022

Aug 12, 2022

SELL
$99.01 - $106.84 $2.84 Million - $3.07 Million
-28,718 Reduced 84.32%
5,340 $543,000
Q1 2022

May 12, 2022

SELL
$106.1 - $113.3 $10.3 Million - $11 Million
-96,905 Reduced 73.99%
34,058 $3.65 Million
Q4 2021

Feb 11, 2022

BUY
$113.45 - $115.33 $11.2 Million - $11.4 Million
99,077 Added 310.72%
130,963 $14.9 Million
Q3 2021

Nov 12, 2021

BUY
$114.77 - $116.58 $553,306 - $562,032
4,821 Added 17.81%
31,886 $3.66 Million
Q1 2021

May 17, 2021

SELL
$113.42 - $118.04 $3.73 Million - $3.88 Million
-32,895 Reduced 54.86%
27,065 $3.08 Million
Q4 2020

Feb 11, 2021

BUY
$117.06 - $118.42 $6.7 Million - $6.78 Million
57,232 Added 2097.95%
59,960 $7.09 Million
Q3 2020

Nov 13, 2020

BUY
$117.95 - $119.63 $45,882 - $46,536
389 Added 16.63%
2,728 $322,000
Q2 2020

Aug 13, 2020

SELL
$114.73 - $118.21 $787,621 - $811,511
-6,865 Reduced 74.59%
2,339 $276,000
Q1 2020

May 14, 2020

BUY
$106.57 - $117.86 $980,870 - $1.08 Million
9,204 New
9,204 $0

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Strategic Wealth Partners Group LLC Portfolio

Follow Strategic Wealth Partners Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Strategic Wealth Partners Group LLC with notifications on news.