Summit Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 235,825 shares of AGG stock, worth $23 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares
235,825
Previous 233,153 1.15%
Holding current value
$23 Million
Previous $23.6 Billion 3.22%
% of portfolio
4.69%
Previous 4.55%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$96.64 - $101.23 $258,222 - $270,486
2,672 Added 1.15%
235,825 $22.9 Billion
Q3 2024

Oct 28, 2024
BUY
$96.25 - $101.98 $72,091 - $76,383
749 Added 0.32%
233,153 $23.6 Billion
Q2 2024

Sep 11, 2024
BUY
$95.11 - $97.92 $1.4 Million - $1.44 Million
14,712 Added 6.76%
232,404 $22.6 Billion
Q1 2024

Sep 11, 2024
BUY
$96.75 - $99.37 $1.02 Million - $1.05 Million
10,563 Added 5.1%
217,692 $21.3 Billion
Q4 2023

Sep 11, 2024
SELL
$91.67 - $99.66 $1.85 Million - $2.01 Million
-20,170 Reduced 8.87%
207,129 $20.6 Billion
Q3 2023

Sep 11, 2024
BUY
$93.85 - $98.43 $1.14 Million - $1.2 Million
12,191 Added 5.67%
227,299 $21.4 Billion
Q2 2023

Sep 11, 2024
SELL
$97.49 - $100.53 $189,325 - $195,229
-1,942 Reduced 0.89%
215,108 $21.1 Billion
Q1 2023

Sep 11, 2024
SELL
$96.32 - $100.79 $1.38 Million - $1.44 Million
-14,310 Reduced 6.19%
217,050 $21.6 Billion
Q4 2022

Sep 11, 2024
SELL
$93.63 - $99.69 $3 Million - $3.2 Million
-32,066 Reduced 12.17%
231,360 $22.4 Billion
Q3 2022

Sep 11, 2024
SELL
$95.54 - $104.23 $1.64 Million - $1.79 Million
-17,197 Reduced 6.13%
263,426 $25.4 Billion
Q2 2022

Sep 11, 2024
SELL
$99.01 - $106.84 $3.42 Million - $3.69 Million
-34,571 Reduced 10.97%
280,623 $28.5 Billion
Q1 2022

Sep 11, 2024
BUY
$106.1 - $113.3 $1.52 Million - $1.62 Million
14,329 Added 4.76%
315,194 $33.8 Billion
Q4 2021

Sep 10, 2024
BUY
$113.45 - $115.33 $2.28 Million - $2.31 Million
20,069 Added 7.15%
300,865 $34.3 Billion
Q3 2021

Sep 10, 2024
BUY
$114.77 - $116.58 $1.76 Million - $1.78 Million
15,302 Added 5.76%
280,796 $32.2 Billion
Q2 2021

Sep 10, 2024
BUY
$113.78 - $115.33 $1.43 Million - $1.44 Million
12,529 Added 4.95%
265,494 $30.6 Billion
Q1 2021

Sep 10, 2024
BUY
$113.42 - $118.04 $1.93 Million - $2.01 Million
17,052 Added 7.23%
252,965 $28.8 Billion
Q4 2020

Sep 10, 2024
BUY
$117.06 - $118.42 $4.96 Million - $5.02 Million
42,369 Added 21.89%
235,913 $27.9 Billion
Q3 2020

Sep 10, 2024
BUY
$117.95 - $119.63 $9.17 Million - $9.3 Million
77,716 Added 67.1%
193,544 $22.8 Billion
Q2 2020

Sep 10, 2024
BUY
$114.73 - $118.21 $807,125 - $831,607
7,035 Added 6.47%
115,828 $13.7 Billion
Q1 2020

Sep 10, 2024
SELL
$106.57 - $117.86 $1.1 Million - $1.22 Million
-10,345 Reduced 8.68%
108,793 $12.6 Billion
Q4 2019

Sep 09, 2024
BUY
$111.81 - $113.82 $13.3 Million - $13.6 Million
119,138 New
119,138 $13.4 Billion

Others Institutions Holding AGG

# of Institutions
2,037
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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