Vista Private Wealth Partners. LLC Ishares Core U.S. Aggregate Bo Transaction History

Vista Private Wealth Partners. LLC

$223 Million
Q1 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 95,973 shares of AGG stock, worth $9.27 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

95,973

Previous 96,453 0.5%

Holding current value

$9.27 Million

Previous $9.57 Million 1.81%

% of portfolio

4.22%

Previous 3.7%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$96.75 - $99.37 $46,440 - $47,697	-480 Reduced 0.5%	95,973 $9.4 Million
Q4 2023 Feb 13, 2024	BUY	$91.67 - $99.66 $192,782 - $209,584	2,103 Added 2.23%	96,453 $9.57 Million
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $8.85 Million - $9.29 Million	94,350 New	94,350 $8.87 Million
Q4 2022 Jan 12, 2023	BUY	$94.17 - $99.69 $1.52 Million - $1.61 Million	16,152 New	16,152 $0

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

Ticker AGG
Sector ETFs
Industry ETFs

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Vista Private Wealth Partners. LLC Ishares Core U.S. Aggregate Bo Transaction History