Summit Wealth & Retirement Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
BUY
$93.85 - $98.43 $287,744 - $301,786
3,066 Added 7.54%
43,747 $4.11 Million
Q2 2023

Jul 26, 2023
SELL
$97.49 - $100.53 $17,450 - $17,994
-179 Reduced 0.44%
40,681 $3.98 Million
Q1 2023

May 11, 2023
BUY
$96.32 - $100.79 $367,268 - $384,312
3,813 Added 10.29%
40,860 $4.07 Million
Q4 2022

Feb 09, 2023
BUY
$93.63 - $99.69 $49,623 - $52,835
530 Added 1.45%
37,047 $3.59 Million
Q3 2022

Nov 10, 2022
SELL
$95.54 - $104.23 $71,846 - $78,380
-752 Reduced 2.02%
36,517 $3.52 Million
Q2 2022

Aug 02, 2022
SELL
$99.01 - $106.84 $194,059 - $209,406
-1,960 Reduced 5.0%
37,269 $3.79 Million
Q1 2022

May 12, 2022
SELL
$106.1 - $113.3 $229,600 - $245,181
-2,164 Reduced 5.23%
39,229 $4.2 Million
Q4 2021

Feb 03, 2022
BUY
$113.45 - $115.33 $70,679 - $71,850
623 Added 1.53%
41,393 $4.72 Million
Q3 2021

Nov 12, 2021
BUY
$114.77 - $116.58 $176,401 - $179,183
1,537 Added 3.92%
40,770 $4.68 Million
Q2 2021

Aug 13, 2021
BUY
$113.78 - $115.33 $58,824 - $59,625
517 Added 1.34%
39,233 $4.53 Million
Q1 2021

May 10, 2021
BUY
$113.42 - $118.04 $1.16 Million - $1.21 Million
10,236 Added 35.94%
38,716 $4.41 Million
Q4 2020

Feb 09, 2021
BUY
$117.06 - $118.42 $183,198 - $185,327
1,565 Added 5.81%
28,480 $3.37 Million
Q3 2020

Nov 10, 2020
BUY
$117.95 - $119.63 $132,811 - $134,703
1,126 Added 4.37%
26,915 $3.18 Million
Q2 2020

Aug 13, 2020
BUY
$114.73 - $118.21 $153,852 - $158,519
1,341 Added 5.49%
25,789 $3.05 Million
Q1 2020

May 11, 2020
SELL
$106.57 - $117.86 $176,693 - $195,411
-1,658 Reduced 6.35%
24,448 $2.82 Million
Q4 2019

Feb 10, 2020
BUY
$111.81 - $113.82 $2.59 Million - $2.64 Million
23,202 Added 798.97%
26,106 $2.93 Million
Q3 2019

Nov 12, 2019
BUY
$111.75 - $113.28 $17,544 - $17,784
157 Added 5.72%
2,904 $329,000
Q2 2019

Aug 06, 2019
BUY
N/A
2,747 New
2,747 $306,000

Others Institutions Holding AGG

# of Institutions
1,936
Shares Held
1.04B
Call Options Held
68.7K
Put Options Held
176K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
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More about AGG
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