Topel & Distasi Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 7,101 shares of AGG stock, worth $698,383. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,101
Previous 7,101 -0.0%
Holding current value
$698,383
Previous $719,000 4.31%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Nov 12, 2024
BUY
$96.25 - $101.98 $2,598 - $2,753
27 Added 0.38%
7,101 $719,000
Q1 2024

May 06, 2024
BUY
$96.75 - $99.37 $130,419 - $133,950
1,348 Added 23.54%
7,074 $692,000
Q3 2023

Nov 06, 2023
BUY
$93.85 - $98.43 $8,258 - $8,661
88 Added 1.56%
5,726 $538,000
Q2 2023

Aug 07, 2023
BUY
$97.49 - $100.53 $1,949 - $2,010
20 Added 0.36%
5,638 $552,000
Q1 2023

May 12, 2023
BUY
$96.32 - $100.79 $770 - $806
8 Added 0.14%
5,618 $559,000
Q4 2022

Jan 31, 2023
BUY
$93.63 - $99.69 $3,464 - $3,688
37 Added 0.66%
5,610 $544,000
Q3 2022

Nov 21, 2022
SELL
$95.54 - $104.23 $120,475 - $131,434
-1,261 Reduced 18.45%
5,573 $536,000
Q2 2022

Aug 05, 2022
SELL
$99.01 - $106.84 $49,405 - $53,313
-499 Reduced 6.8%
6,834 $695,000
Q1 2022

Apr 21, 2022
SELL
$106.1 - $113.3 $71,723 - $76,590
-676 Reduced 8.44%
7,333 $785,000
Q4 2021

Feb 23, 2022
BUY
$113.45 - $115.33 $908,621 - $923,677
8,009 New
8,009 $914,000

Others Institutions Holding AGG

# of Institutions
2,119
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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