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 11,813 shares of AGG stock, worth $1.15 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,813
Previous 8,530 38.49%
Holding current value
$1.15 Million
Previous $828,000 44.44%
% of portfolio
0.27%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Wealth Alliance Advisory Group, LLC Portfolio

Follow Wealth Alliance Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.