Wealth Alliance Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Alliance Advisory Group, LLC

$416 Million
Q1 2025

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 15,012 shares of AGG stock, worth $1.49 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

15,012

Previous 14,741 1.84%

Holding current value

$1.49 Million

Previous $1.43 Million 3.78%

% of portfolio

0.36%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$95.85 - $99.25 $25,975 - $26,896	271 Added 1.84%	15,012 $1.48 Million
Q4 2024 Jan 15, 2025	BUY	$96.64 - $101.23 $282,961 - $296,401	2,928 Added 24.79%	14,741 $1.43 Million
Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $315,988 - $334,800	3,283 Added 38.49%	11,813 $1.2 Million
Q2 2024 Jul 30, 2024	BUY	$95.11 - $97.92 $554,681 - $571,069	5,832 Added 216.16%	8,530 $828,000
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $261,031 - $268,100	2,698 New	2,698 $264,000
Q1 2021 Apr 28, 2021	SELL	$113.42 - $118.04 $220,261 - $229,233	-1,942 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$117.06 - $118.42 $8,311 - $8,407	-71 Reduced 3.53%	1,942 $230,000
Q3 2020 Oct 08, 2020	BUY	$117.95 - $119.63 $237,433 - $240,815	2,013 New	2,013 $238,000
Q1 2019 May 14, 2019	SELL	N/A	-2,959 Closed	0 $0
Q4 2018 Jan 28, 2019	SELL	N/A	-123,873 Reduced 97.67%	2,959 $315,000
Q3 2018 Oct 19, 2018	BUY	N/A	5,074 Added 4.17%	126,832 $13.4 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-537 Reduced 0.44%	121,758 $12.9 Million
Q1 2018 Jun 01, 2018	BUY	N/A	77,901 Added 175.48%	122,295 $13.1 Million
Q4 2017 Apr 11, 2018	BUY	N/A	44,394	44,394 $4.85 Million

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Wealth Alliance Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History