A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 174,431 shares of AGG stock, worth $17 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
174,431
Previous 184,600 5.51%
Holding current value
$17 Million
Previous $18.1 Million 6.34%
% of portfolio
0.22%
Previous 0.24%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$95.11 - $97.92 $967,173 - $995,748
-10,169 Reduced 5.51%
174,431 $16.9 Million
Q1 2024

May 06, 2024

SELL
$96.75 - $99.37 $692,826 - $711,588
-7,161 Reduced 3.73%
184,600 $18.1 Million
Q4 2023

Feb 06, 2024

SELL
$91.67 - $99.66 $2.77 Million - $3.01 Million
-30,199 Reduced 13.61%
191,761 $19 Million
Q3 2023

Nov 06, 2023

SELL
$93.85 - $98.43 $1.09 Million - $1.15 Million
-11,635 Reduced 4.98%
221,960 $20.9 Million
Q2 2023

Jul 31, 2023

BUY
$97.49 - $100.53 $1.46 Million - $1.5 Million
14,933 Added 6.83%
233,595 $22.9 Million
Q1 2023

May 09, 2023

SELL
$96.32 - $100.79 $3.7 Million - $3.87 Million
-38,409 Reduced 14.94%
218,662 $21.8 Million
Q4 2022

Feb 13, 2023

BUY
$93.63 - $99.69 $3.01 Million - $3.2 Million
32,147 Added 14.29%
257,071 $24.9 Million
Q3 2022

Nov 14, 2022

BUY
$95.54 - $104.23 $3.16 Million - $3.45 Million
33,070 Added 17.24%
224,924 $21.7 Million
Q2 2022

Aug 09, 2022

SELL
$99.01 - $106.84 $7.97 Million - $8.6 Million
-80,470 Reduced 29.55%
191,854 $19.5 Million
Q1 2022

May 09, 2022

BUY
$106.1 - $113.3 $1.02 Million - $1.09 Million
9,595 Added 3.65%
272,324 $29.2 Million
Q4 2021

Feb 14, 2022

BUY
$113.45 - $115.33 $4.36 Million - $4.44 Million
38,472 Added 17.16%
262,729 $30 Million
Q3 2021

Nov 15, 2021

SELL
$114.77 - $116.58 $2.19 Million - $2.23 Million
-19,124 Reduced 7.86%
224,257 $25.8 Million
Q2 2021

Aug 13, 2021

SELL
$113.78 - $115.33 $1.11 Million - $1.12 Million
-9,747 Reduced 3.85%
243,381 $28.1 Million
Q1 2021

May 17, 2021

SELL
$113.42 - $118.04 $2.28 Million - $2.37 Million
-20,075 Reduced 7.35%
253,128 $28.8 Million
Q4 2020

Feb 16, 2021

SELL
$117.06 - $118.42 $1.78 Million - $1.8 Million
-15,190 Reduced 5.27%
273,203 $32.3 Million
Q3 2020

Nov 16, 2020

SELL
$117.95 - $119.63 $579,842 - $588,101
-4,916 Reduced 1.68%
288,393 $34 Million
Q2 2020

Aug 14, 2020

SELL
$114.73 - $118.21 $417,731 - $430,402
-3,641 Reduced 1.23%
293,309 $34.7 Million
Q1 2020

May 12, 2020

SELL
$106.57 - $117.86 $548,515 - $606,625
-5,147 Reduced 1.7%
296,950 $34.3 Million
Q4 2019

Feb 14, 2020

SELL
$111.81 - $113.82 $1.19 Million - $1.22 Million
-10,681 Reduced 3.41%
302,097 $33.9 Million
Q3 2019

Nov 12, 2019

SELL
$111.75 - $113.28 $1.11 Million - $1.13 Million
-9,974 Reduced 3.09%
312,778 $35.4 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-16,348 Reduced 4.82%
322,752 $35.9 Million
Q1 2019

May 08, 2019

SELL
N/A
-69,488 Reduced 17.01%
339,100 $37 Million
Q4 2018

Feb 14, 2019

BUY
N/A
408,588 New
408,588 $43.5 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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