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 216,848 shares of AGG stock, worth $21.2 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
216,848
Previous 217,624 0.36%
Holding current value
$21.2 Million
Previous $21.1 Million 3.96%
% of portfolio
1.96%
Previous 2.1%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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