A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,553 shares of AGG stock, worth $544,249. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,553
Previous 10,313 46.16%
Holding current value
$544,249
Previous $1 Million 43.86%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Oct 08, 2024

SELL
$96.25 - $101.98 $458,150 - $485,424
-4,760 Reduced 46.16%
5,553 $562,000
Q2 2024

Oct 08, 2024

BUY
$95.11 - $97.92 $381,010 - $392,267
4,006 Added 63.52%
10,313 $1 Million
Q1 2024

May 20, 2024

BUY
$96.75 - $99.37 $169,409 - $173,996
1,751 Added 38.43%
6,307 $617,000
Q4 2023

May 20, 2024

BUY
$91.67 - $99.66 $70,402 - $76,538
768 Added 20.27%
4,556 $452,000
Q3 2023

May 20, 2024

SELL
$93.85 - $98.43 $77,707 - $81,500
-828 Reduced 17.94%
3,788 $356,000
Q2 2023

May 20, 2024

SELL
$97.49 - $100.53 $866,198 - $893,209
-8,885 Reduced 65.81%
4,616 $452,000
Q1 2023

Apr 24, 2023

BUY
$96.32 - $100.79 $506,739 - $530,256
5,261 Added 63.85%
13,501 $1.35 Million
Q4 2022

Apr 24, 2023

SELL
$93.63 - $99.69 $45,223 - $48,150
-483 Reduced 5.54%
8,240 $799,000
Q3 2022

Apr 24, 2023

BUY
$95.54 - $104.23 $269,996 - $294,553
2,826 Added 47.92%
8,723 $0
Q2 2022

Aug 22, 2022

BUY
$99.01 - $106.84 $88,712 - $95,728
896 Added 17.92%
5,897 $600,000
Q1 2022

May 19, 2022

SELL
$106.1 - $113.3 $604,663 - $645,696
-5,699 Reduced 53.26%
5,001 $0
Q4 2021

Feb 11, 2022

BUY
$113.45 - $115.33 $161,779 - $164,460
1,426 Added 15.38%
10,700 $0
Q3 2021

Nov 12, 2021

SELL
$114.77 - $116.58 $390,332 - $396,488
-3,401 Reduced 26.83%
9,274 $1.07 Million
Q2 2021

Aug 25, 2021

BUY
$113.78 - $115.33 $494,715 - $501,454
4,348 Added 52.22%
12,675 $1.46 Million
Q1 2021

May 24, 2021

SELL
$113.42 - $118.04 $3,062 - $3,187
-27 Reduced 0.32%
8,327 $948,000
Q4 2020

Feb 18, 2021

BUY
$117.06 - $118.42 $34,649 - $35,052
296 Added 3.67%
8,354 $987,000
Q3 2020

Nov 10, 2020

BUY
$117.95 - $119.63 $4,364 - $4,426
37 Added 0.46%
8,058 $951,000
Q2 2020

Aug 11, 2020

SELL
$114.73 - $118.21 $1.12 Million - $1.15 Million
-9,762 Reduced 54.9%
8,021 $948,000
Q4 2019

Jan 30, 2020

BUY
$111.81 - $113.82 $195,220 - $198,729
1,746 Added 10.89%
17,783 $2 Million
Q3 2019

Oct 28, 2019

BUY
$111.75 - $113.28 $1.5 Million - $1.53 Million
13,463 Added 523.04%
16,037 $3.29 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-701 Reduced 21.4%
2,574 $286,000
Q1 2019

May 14, 2019

SELL
N/A
-17 Reduced 0.52%
3,275 $355,000
Q4 2018

Jan 24, 2019

SELL
N/A
-565 Reduced 14.65%
3,292 $0
Q3 2018

Dec 06, 2018

SELL
N/A
-100 Reduced 2.53%
3,857 $407,000
Q2 2018

Sep 04, 2018

SELL
N/A
-2,600 Reduced 39.65%
3,957 $421,000
Q1 2018

Jul 13, 2018

BUY
N/A
6,557 New
6,557 $703,000

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, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.