Wealthpoint, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthpoint, LLC holds 13,812 shares of AGG stock, worth $1.35 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
13,812
Previous 16,365 15.6%
Holding current value
$1.35 Million
Previous $1.6 Million 18.98%
% of portfolio
0.52%
Previous 0.59%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
SELL
$93.85 - $98.43 $239,599 - $251,291
-2,553 Reduced 15.6%
13,812 $1.3 Million
Q2 2023

Jul 24, 2023
BUY
$97.49 - $100.53 $34,803 - $35,889
357 Added 2.23%
16,365 $1.6 Million
Q1 2023

Apr 20, 2023
BUY
$96.32 - $100.79 $210,555 - $220,326
2,186 Added 15.82%
16,008 $1.6 Million
Q3 2022

Oct 18, 2022
BUY
N/A
8,796 Added 175.01%
13,822 $1.33 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-152 Reduced 2.94%
5,026 $511,000
Q1 2022

Apr 27, 2022
BUY
N/A
3,272 Added 171.67%
5,178 $555,000
Q4 2021

Feb 11, 2022
SELL
N/A
-2,099 Reduced 52.41%
1,906 $217,000
Q3 2021

Nov 01, 2021
BUY
N/A
684 Added 20.6%
4,005 $460,000
Q2 2021

Jul 26, 2021
SELL
N/A
-7,804 Reduced 70.15%
3,321 $383,000
Q1 2021

Apr 27, 2021
BUY
N/A
11,125 New
11,125 $1.27 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-2,086 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
N/A
2,086 New
2,086 $241,000
Q3 2019

Nov 14, 2019
SELL
N/A
-3,414 Closed
0 $0
Q2 2019

Aug 08, 2019
SELL
N/A
-1,277 Reduced 27.22%
3,414 $380,000
Q1 2019

May 16, 2019
SELL
N/A
-524 Reduced 10.05%
4,691 $512,000
Q4 2018

Feb 15, 2019
BUY
N/A
5,215 New
5,215 $555,000

Others Institutions Holding AGG

# of Institutions
1,872
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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