Strategies Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Strategies Wealth Advisors, LLC

$650 Billion
Q1 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 6,293 shares of AGG stock, worth $616,776. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,293

Previous 6,494 3.1%

Holding current value

$616,776

Previous $645 Million 4.37%

% of portfolio

0.09%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$96.75 - $99.37 $19,446 - $19,973	-201 Reduced 3.1%	6,293 $616 Million
Q4 2023 Jan 22, 2024	SELL	$91.67 - $99.66 $30,251 - $32,887	-330 Reduced 4.84%	6,494 $645 Million
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $175,687 - $184,260	-1,872 Reduced 21.53%	6,824 $642 Million
Q2 2023 Jul 12, 2023	BUY	$97.49 - $100.53 $158,518 - $163,461	1,626 Added 23.0%	8,696 $852 Million
Q1 2023 Jun 27, 2023	SELL	$96.32 - $100.79 $166,826 - $174,568	-1,732 Reduced 19.68%	7,070 $704 Million

Q4 2022 Jun 27, 2023	SELL	$94.17 - $99.69 $78,726 - $83,340	-836 Reduced 8.67%	8,802 $854 Million
Q2 2022 Jun 27, 2023	BUY	N/A	3,353 Added 53.35%	9,638 $980 Million
Q1 2022 Jun 27, 2023	SELL	N/A	-1,253 Reduced 16.62%	6,285 $673 Million
Q4 2021 Jun 26, 2023	BUY	N/A	7,538 New	7,538 $860 Million

Others Institutions Holding AGG

# of Institutions

1,867

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History