Tci Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Tci Wealth Advisors, Inc.

$1.15 Billion
Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 224,285 shares of AGG stock, worth $21.8 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

224,285

Previous 224,910 0.28%

Holding current value

$21.8 Million

Previous $21.8 Million 1.8%

% of portfolio

1.92%

Previous 1.93%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$95.85 - $99.25 $59,906 - $62,031	-625 Reduced 0.28%	224,285 $22.2 Million
Q4 2024 Jan 23, 2025	BUY	$96.64 - $101.23 $779,111 - $816,116	8,062 Added 3.72%	224,910 $21.8 Million
Q3 2024 Oct 24, 2024	SELL	$96.25 - $101.98 $74,690 - $79,136	-776 Reduced 0.36%	216,848 $22 Million
Q2 2024 Jul 30, 2024	SELL	$95.11 - $97.92 $2.01 Million - $2.07 Million	-21,131 Reduced 8.85%	217,624 $21.1 Million
Q1 2024 May 07, 2024	SELL	$96.75 - $99.37 $465,948 - $478,565	-4,816 Reduced 1.98%	238,755 $23.4 Million
Q4 2023 Feb 06, 2024	BUY	$91.67 - $99.66 $16.7 Million - $18.2 Million	182,507 Added 298.88%	243,571 $24.2 Million
Q3 2023 Oct 31, 2023	BUY	$93.85 - $98.43 $40,543 - $42,521	432 Added 0.71%	61,064 $5.74 Million
Q2 2023 Aug 04, 2023	BUY	$97.49 - $100.53 $842,021 - $868,277	8,637 Added 16.61%	60,632 $5.94 Million
Q1 2023 May 03, 2023	SELL	$96.32 - $100.79 $5.48 Million - $5.73 Million	-56,862 Reduced 52.24%	51,995 $5.18 Million
Q4 2022 Feb 06, 2023	SELL	$93.63 - $99.69 $657,844 - $700,421	-7,026 Reduced 6.06%	108,857 $10.6 Million
Q3 2022 Nov 08, 2022	BUY	$95.54 - $104.23 $38,216 - $41,692	400 Added 0.35%	115,883 $11.2 Million
Q2 2022 Jul 19, 2022	BUY	$99.01 - $106.84 $9.16 Million - $9.89 Million	92,544 Added 403.44%	115,483 $11.7 Million
Q1 2022 Apr 29, 2022	BUY	$106.1 - $113.3 $2.32 Million - $2.48 Million	21,867 Added 2039.83%	22,939 $2.46 Million
Q4 2021 Jan 24, 2022	BUY	$113.45 - $115.33 $104,600 - $106,334	922 Added 614.67%	1,072 $122,000
Q3 2021 Oct 29, 2021	SELL	$114.77 - $116.58 $38,677 - $39,287	-337 Reduced 69.2%	150 $17,000
Q2 2021 Aug 02, 2021	BUY	$113.78 - $115.33 $38,343 - $38,866	337 Added 224.67%	487 $56,000
Q1 2021 Apr 29, 2021	SELL	$113.42 - $118.04 $10,888 - $11,331	-96 Reduced 39.02%	150 $17,000
Q4 2020 Jan 21, 2021	BUY	$117.06 - $118.42 $11,237 - $11,368	96 Added 64.0%	246 $29,000
Q2 2020 Jul 20, 2020	BUY	$114.73 - $118.21 $17,209 - $17,731	150 New	150 $18,000
Q1 2020 Apr 14, 2020	SELL	$106.57 - $117.86 $12,362 - $13,671	-116 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	N/A	81 Added 231.43%	116 $13,000
Q4 2018 Jan 17, 2019	BUY	N/A	35 New	35 $4,000
Q1 2018 Apr 30, 2018	SELL	N/A	-123 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	123	123 $13,000

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History