A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 4,045 shares of AGG stock, worth $395,277. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,045
Previous 4,117 1.75%
Holding current value
$395,277
Previous $399,000 2.51%
% of portfolio
0.16%
Previous 0.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$96.25 - $101.98 $6,930 - $7,342
-72 Reduced 1.75%
4,045 $409,000
Q2 2024

Jul 25, 2024

SELL
$95.11 - $97.92 $26,535 - $27,319
-279 Reduced 6.35%
4,117 $399,000
Q1 2024

Apr 19, 2024

SELL
$96.75 - $99.37 $8,804 - $9,042
-91 Reduced 2.03%
4,396 $430,000
Q4 2023

Jan 23, 2024

SELL
$91.67 - $99.66 $37,493 - $40,760
-409 Reduced 8.35%
4,487 $445,000
Q3 2023

Oct 31, 2023

SELL
$93.85 - $98.43 $19,520 - $20,473
-208 Reduced 4.08%
4,896 $460,000
Q2 2023

Jul 21, 2023

BUY
$97.49 - $100.53 $4,971 - $5,127
51 Added 1.01%
5,104 $499,000
Q1 2023

May 08, 2023

SELL
$96.32 - $100.79 $3,274 - $3,426
-34 Reduced 0.67%
5,053 $503,000
Q4 2022

Feb 09, 2023

BUY
$93.63 - $99.69 $10,392 - $11,065
111 Added 2.23%
5,087 $493,000
Q3 2022

Nov 14, 2022

BUY
$95.54 - $104.23 $53,024 - $57,847
555 Added 12.55%
4,976 $479,000
Q2 2022

Aug 05, 2022

BUY
$99.01 - $106.84 $61,485 - $66,347
621 Added 16.34%
4,421 $450,000
Q1 2022

May 06, 2022

BUY
$106.1 - $113.3 $3,713 - $3,965
35 Added 0.93%
3,800 $407,000
Q4 2021

Feb 02, 2022

BUY
$113.45 - $115.33 $25,980 - $26,410
229 Added 6.48%
3,765 $430,000
Q3 2021

Nov 09, 2021

SELL
$114.77 - $116.58 $2,295 - $2,331
-20 Reduced 0.56%
3,536 $406,000
Q2 2021

Aug 12, 2021

BUY
$113.78 - $115.33 $404,601 - $410,113
3,556 New
3,556 $410,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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