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 278,460 shares of AGG stock, worth $27.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
278,460
Previous 174,431 59.64%
Holding current value
$27.2 Million
Previous $16.9 Million 66.54%
% of portfolio
0.29%
Previous 0.22%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$96.25 - $101.98 $10 Million - $10.6 Million
104,029 Added 59.64%
278,460 $28.2 Million
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.