A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 330,070 shares of AGG stock, worth $32 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
330,070
Previous 260,345 26.78%
Holding current value
$32 Million
Previous $25.8 Million 25.11%
% of portfolio
1.08%
Previous 1.03%

Shares

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

Apr 15, 2024

BUY
$96.75 - $99.37 $6.75 Million - $6.93 Million
69,725 Added 26.78%
330,070 $32.3 Million
Q4 2023

Feb 06, 2024

BUY
$91.67 - $99.66 $5.69 Million - $6.18 Million
62,034 Added 31.28%
260,345 $25.8 Million
Q3 2023

Oct 12, 2023

SELL
$93.85 - $98.43 $2.52 Million - $2.65 Million
-26,888 Reduced 11.94%
198,311 $18.6 Million
Q2 2023

Jul 17, 2023

BUY
$97.49 - $100.53 $6.66 Million - $6.87 Million
68,365 Added 43.59%
225,199 $22.1 Million
Q1 2023

May 04, 2023

BUY
$96.32 - $100.79 $7.66 Million - $8.02 Million
79,535 Added 102.89%
156,834 $15.6 Million
Q4 2022

Feb 13, 2023

BUY
$94.17 - $99.69 $1.38 Million - $1.46 Million
14,635 Added 23.35%
77,299 $7.5 Million
Q3 2022

Nov 14, 2022

BUY
N/A
3,371 Added 5.69%
62,664 $6.04 Million
Q2 2022

Aug 15, 2022

BUY
N/A
5,944 Added 11.14%
59,293 $6.03 Million
Q1 2022

Apr 15, 2022

SELL
N/A
-3,077 Reduced 5.45%
53,349 $5.71 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-878 Reduced 1.53%
56,426 $0
Q3 2021

Nov 15, 2021

BUY
N/A
11,930 Added 26.29%
57,304 $6.58 Million
Q2 2021

Aug 16, 2021

BUY
N/A
4,689 Added 11.53%
45,374 $5.23 Million
Q1 2021

Apr 30, 2021

BUY
N/A
1,930 Added 4.98%
40,685 $4.63 Million
Q4 2020

Feb 12, 2021

BUY
N/A
1,911 Added 5.19%
38,755 $4.58 Million
Q3 2020

Oct 29, 2020

BUY
N/A
912 Added 2.54%
36,844 $4.35 Million
Q2 2020

Jul 29, 2020

SELL
N/A
-12,398 Reduced 25.65%
35,932 $4.25 Million
Q1 2020

Apr 29, 2020

SELL
N/A
-292,147 Reduced 85.81%
48,330 $5.58 Million
Q4 2019

Jan 29, 2020

BUY
N/A
24,871 Added 7.88%
340,477 $38.3 Million
Q3 2019

Oct 17, 2019

BUY
N/A
21,734 Added 7.4%
315,606 $35.7 Million
Q2 2019

Jul 30, 2019

BUY
N/A
12,308 Added 4.37%
293,872 $32.7 Million
Q1 2019

May 13, 2019

BUY
N/A
14,748 Added 5.53%
281,564 $30.7 Million
Q4 2018

Feb 14, 2019

BUY
N/A
411 Added 0.15%
266,816 $28.4 Million
Q3 2018

Nov 14, 2018

BUY
N/A
16,197 Added 6.47%
266,405 $28.1 Million
Q2 2018

Aug 14, 2018

BUY
N/A
14,723 Added 6.25%
250,208 $26.6 Million
Q1 2018

May 15, 2018

BUY
N/A
12,543 Added 5.63%
235,485 $25.3 Million
Q4 2017

Feb 14, 2018

BUY
N/A
19,700 Added 9.69%
222,942 $24.4 Million
Q3 2017

Nov 15, 2017

BUY
N/A
18,342 Added 9.92%
203,242 $22.3 Million
Q2 2017

Aug 29, 2017

BUY
N/A
184,900
184,900 $20.2 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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