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

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

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 4,891 shares of AGG stock, worth $479,807. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,891

Previous 5,372 8.95%

Holding current value

$479,807

Previous $524 Million 7.63%

% of portfolio

0.06%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$95.85 - $99.25 $46,103 - $47,739	-481 Reduced 8.95%	4,891 $484 Million
Q4 2024 Feb 13, 2025	SELL	$96.64 - $101.23 $184,968 - $193,754	-1,914 Reduced 26.27%	5,372 $524 Million
Q3 2024 Oct 07, 2024	BUY	$96.25 - $101.98 $138,022 - $146,239	1,434 Added 24.5%	7,286 $738 Million
Q2 2024 Jul 29, 2024	SELL	$95.11 - $97.92 $41,943 - $43,182	-441 Reduced 7.01%	5,852 $568 Million
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	$93.63 - $99.69 $78,274 - $83,340	-836 Reduced 8.67%	8,802 $854 Million
Q2 2022 Jun 27, 2023	BUY	$99.01 - $106.84 $331,980 - $358,234	3,353 Added 53.35%	9,638 $980 Million
Q1 2022 Jun 27, 2023	SELL	$106.1 - $113.3 $132,943 - $141,964	-1,253 Reduced 16.62%	6,285 $673 Million
Q4 2021 Jun 26, 2023	BUY	$113.45 - $115.33 $855,186 - $869,357	7,538 New	7,538 $860 Million

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Strategies Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History