Visionary Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Visionary Wealth Advisors holds 230,262 shares of AGG stock, worth $23.4 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

230,262

Previous 226,918 1.47%

Holding current value

$23.4 Million

Previous $22.2 Million 0.57%

% of portfolio

1.52%

Previous 1.55%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$95.11 - $97.92 $318,047 - $327,444	3,344 Added 1.47%	230,262 $22.4 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $4.27 Million - $4.39 Million	44,171 Added 24.17%	226,918 $22.2 Million
Q4 2023 Feb 14, 2024	SELL	$91.67 - $99.66 $1.36 Million - $1.48 Million	-14,836 Reduced 7.51%	182,747 $18.1 Million
Q3 2023 Nov 13, 2023	SELL	$93.85 - $98.43 $991,806 - $1.04 Million	-10,568 Reduced 5.08%	197,583 $18.6 Million
Q2 2023 Aug 11, 2023	SELL	$97.49 - $100.53 $4.55 Million - $4.69 Million	-46,629 Reduced 18.3%	208,151 $20.4 Million
Q1 2023 May 15, 2023	BUY	$96.32 - $100.79 $7.68 Million - $8.04 Million	79,724 Added 45.54%	254,780 $25.4 Million
Q4 2022 Feb 13, 2023	SELL	$93.63 - $99.69 $2.2 Million - $2.35 Million	-23,531 Reduced 11.85%	175,056 $17 Million
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $882,789 - $963,085	-9,240 Reduced 4.45%	198,587 $19.1 Million
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $8.32 Million - $8.98 Million	-84,029 Reduced 28.79%	207,827 $21.1 Million
Q1 2022 May 12, 2022	BUY	$106.1 - $113.3 $2.99 Million - $3.19 Million	28,155 Added 10.68%	291,856 $31.3 Million
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $723,243 - $735,228	6,375 Added 2.48%	263,701 $30.1 Million
Q3 2021 Nov 12, 2021	BUY	$114.77 - $116.58 $1.47 Million - $1.49 Million	12,775 Added 5.22%	257,326 $29.5 Million
Q2 2021 Aug 13, 2021	BUY	$113.78 - $115.33 $669,595 - $678,717	5,885 Added 2.47%	244,551 $28.2 Million
Q1 2021 May 18, 2021	SELL	$113.42 - $118.04 $2.41 Million - $2.5 Million	-21,216 Reduced 8.16%	238,666 $27.2 Million
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $6.98 Million - $7.06 Million	59,649 Added 29.79%	259,882 $30.7 Million
Q3 2020 Nov 16, 2020	BUY	$117.95 - $119.63 $3.54 Million - $3.59 Million	30,040 Added 17.65%	200,233 $23.6 Million
Q2 2020 Aug 14, 2020	BUY	$114.73 - $118.21 $2.18 Million - $2.25 Million	19,034 Added 12.59%	170,193 $20.1 Million
Q1 2020 May 15, 2020	BUY	$106.57 - $117.86 $146,000 - $161,468	1,370 Added 0.91%	151,159 $17.4 Million
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $16.7 Million - $17 Million	149,789 New	149,789 $16.8 Million

Others Institutions Holding AGG

# of Institutions

1,921

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Visionary Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History