Wealthsource Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthsource Partners, LLC holds 12,499 shares of AGG stock, worth $1.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,499
Previous 14,869 15.94%
Holding current value
$1.23 Million
Previous $1.4 Million 11.3%
% of portfolio
0.08%
Previous 0.1%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$91.67 - $99.66 $217,257 - $236,194
-2,370 Reduced 15.94%
12,499 $1.24 Million
Q3 2023

Nov 09, 2023
BUY
$93.85 - $98.43 $96,196 - $100,890
1,025 Added 7.4%
14,869 $1.4 Million
Q2 2023

Aug 14, 2023
BUY
$97.49 - $100.53 $10,528 - $10,857
108 Added 0.79%
13,844 $1.36 Million
Q1 2023

May 15, 2023
BUY
$96.32 - $100.79 $25,139 - $26,306
261 Added 1.94%
13,736 $1.37 Million
Q4 2022

Feb 09, 2023
SELL
$94.17 - $99.69 $169,035 - $178,943
-1,795 Reduced 11.76%
13,475 $1.31 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-11,978 Reduced 43.96%
15,270 $1.47 Million
Q2 2022

Aug 10, 2022
BUY
N/A
8,601 Added 46.13%
27,248 $2.77 Million
Q1 2022

May 09, 2022
SELL
N/A
-12,777 Reduced 40.66%
18,647 $2 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-4,154 Reduced 11.68%
31,424 $3.59 Million
Q3 2021

Nov 18, 2021
SELL
N/A
-1,323 Reduced 3.59%
35,578 $4.09 Million
Q2 2021

Nov 18, 2021
SELL
N/A
-3,474 Reduced 8.6%
36,901 $4.26 Million
Q1 2021

Jun 21, 2021
SELL
N/A
-1,879 Reduced 4.45%
40,375 $4.6 Million
Q4 2020

Feb 12, 2021
BUY
N/A
1,053 Added 2.56%
42,254 $4.99 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-1,806 Reduced 4.2%
41,201 $0
Q2 2020

Aug 17, 2020
BUY
N/A
8,389 Added 24.23%
43,007 $5.08 Million
Q1 2020

May 12, 2020
SELL
N/A
-20,296 Reduced 36.96%
34,618 $3.99 Million
Q4 2019

Feb 12, 2020
BUY
N/A
21,200 Added 62.88%
54,914 $6.17 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-18,174 Reduced 35.03%
33,714 $3.82 Million
Q2 2019

Aug 09, 2019
BUY
N/A
1,221 Added 2.41%
51,888 $5.78 Million
Q1 2019

May 16, 2019
SELL
N/A
-12 Reduced 0.02%
50,667 $5.53 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-13,297 Reduced 20.78%
50,679 $5.4 Million
Q3 2018

Nov 13, 2018
BUY
N/A
3,245 Added 5.34%
63,976 $6.75 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,428 Added 4.16%
60,731 $6.46 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-15,530 Reduced 21.03%
58,303 $6.25 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-25,546 Reduced 25.71%
73,833 $8.01 Million
Q4 2017

Feb 16, 2018
BUY
N/A
11,780 Added 13.45%
99,379 $10.9 Million
Q3 2017

Nov 20, 2017
BUY
N/A
4,700 Added 5.67%
87,599 $9.6 Million
Q2 2017

Aug 16, 2017
BUY
N/A
82,899
82,899 $9.08 Million

Others Institutions Holding AGG

# of Institutions
1,874
Shares Held
958M
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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