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

Tci Wealth Advisors, Inc.

  • $971 Million
  • Q1 2024

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 238,755 shares of AGG stock, worth $23.2 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
238,755
Previous 243,571 1.98%
Holding current value
$23.2 Million
Previous $24.2 Million 3.27%
% of portfolio
2.41%
Previous 2.7%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$94.17 - $99.69 $661,638 - $700,421
-7,026 Reduced 6.06%
108,857 $10.6 Million
Q3 2022

Nov 08, 2022
BUY
N/A
400 Added 0.35%
115,883 $11.2 Million
Q2 2022

Jul 19, 2022
BUY
N/A
92,544 Added 403.44%
115,483 $11.7 Million
Q1 2022

Apr 29, 2022
BUY
N/A
21,867 Added 2039.83%
22,939 $2.46 Million
Q4 2021

Jan 24, 2022
BUY
N/A
922 Added 614.67%
1,072 $122,000
Q3 2021

Oct 29, 2021
SELL
N/A
-337 Reduced 69.2%
150 $17,000
Q2 2021

Aug 02, 2021
BUY
N/A
337 Added 224.67%
487 $56,000
Q1 2021

Apr 29, 2021
SELL
N/A
-96 Reduced 39.02%
150 $17,000
Q4 2020

Jan 21, 2021
BUY
N/A
96 Added 64.0%
246 $29,000
Q2 2020

Jul 20, 2020
BUY
N/A
150 New
150 $18,000
Q1 2020

Apr 14, 2020
SELL
N/A
-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
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email