A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,420,989 shares of AGG stock, worth $1.01 Billion. This represents 2.76% of its overall portfolio holdings.

Number of Shares
10,420,989
Previous 8,838,914 17.9%
Holding current value
$1.01 Billion
Previous $877 Million 16.34%
% of portfolio
2.76%
Previous 2.59%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$96.75 - $99.37 $153 Million - $157 Million
1,582,075 Added 17.9%
10,420,989 $1.02 Billion
Q4 2023

Jan 30, 2024

BUY
$91.67 - $99.66 $31.1 Million - $33.8 Million
339,026 Added 3.99%
8,838,914 $877 Million
Q3 2023

Nov 13, 2023

BUY
$93.85 - $98.43 $137 Million - $144 Million
1,463,915 Added 20.81%
8,499,888 $799 Million
Q2 2023

Jul 21, 2023

BUY
$97.49 - $100.53 $66.2 Million - $68.3 Million
678,995 Added 10.68%
7,035,973 $689 Million
Q1 2023

Apr 25, 2023

BUY
$96.32 - $100.79 $332 Million - $347 Million
3,441,866 Added 118.07%
6,356,978 $633 Million
Q4 2022

Feb 01, 2023

BUY
$94.17 - $99.69 $20.8 Million - $22 Million
220,851 Added 8.2%
2,915,112 $283 Million
Q3 2022

Oct 17, 2022

BUY
N/A
81,469 Added 3.12%
2,694,261 $258 Million
Q2 2022

Jul 18, 2022

BUY
N/A
212,281 Added 8.84%
2,612,792 $265 Million
Q1 2022

Apr 18, 2022

SELL
N/A
-84,464 Reduced 3.4%
2,400,511 $256 Million
Q4 2021

Feb 08, 2022

BUY
N/A
215,753 Added 9.51%
2,484,975 $277 Million
Q3 2021

Nov 03, 2021

BUY
N/A
497,049 Added 28.05%
2,269,222 $260 Million
Q2 2021

Aug 10, 2021

BUY
N/A
1,340,141 Added 310.19%
1,772,173 $206 Million
Q1 2021

May 12, 2021

BUY
N/A
93,518 Added 27.63%
432,032 $49.3 Million
Q4 2020

Feb 10, 2021

BUY
N/A
42,823 Added 14.48%
338,514 $39.7 Million
Q3 2020

Nov 12, 2020

BUY
N/A
41,417 Added 16.29%
295,691 $34.9 Million
Q2 2020

Aug 10, 2020

BUY
N/A
48,828 Added 23.77%
254,274 $30.3 Million
Q1 2020

May 01, 2020

BUY
N/A
97,382 Added 90.12%
205,446 $24.1 Million
Q4 2019

Feb 05, 2020

BUY
N/A
33,446 Added 44.82%
108,064 $12.1 Million
Q3 2019

Nov 06, 2019

BUY
N/A
42,210 Added 130.25%
74,618 $8.42 Million
Q2 2019

Aug 02, 2019

BUY
N/A
17,840 Added 122.46%
32,408 $3.61 Million
Q1 2019

Apr 30, 2019

BUY
N/A
9,977 Added 217.32%
14,568 $1.58 Million
Q4 2018

Feb 04, 2019

BUY
N/A
2,075 Added 82.47%
4,591 $488,000
Q3 2018

Nov 02, 2018

BUY
N/A
2,516 New
2,516 $263,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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