Wescott Financial Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 66,540 shares of AGG stock, worth $6.45 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
66,540
Previous 63,073 5.5%
Holding current value
$6.45 Million
Previous $6.12 Million 10.06%
% of portfolio
0.82%
Previous 0.8%

Shares

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

Nov 12, 2024
BUY
$96.25 - $101.98 $333,698 - $353,564
3,467 Added 5.5%
66,540 $6.74 Million
Q2 2024

Aug 14, 2024
BUY
$95.11 - $97.92 $307,871 - $316,967
3,237 Added 5.41%
63,073 $6.12 Million
Q1 2024

May 13, 2024
SELL
$96.75 - $99.37 $143,190 - $147,067
-1,480 Reduced 2.41%
59,836 $5.86 Million
Q4 2023

Feb 13, 2024
SELL
$91.67 - $99.66 $1.66 Million - $1.8 Million
-18,054 Reduced 22.75%
61,316 $6.09 Million
Q3 2023

Nov 09, 2023
BUY
$93.85 - $98.43 $407,027 - $426,890
4,337 Added 5.78%
79,370 $7.46 Million
Q2 2023

Aug 11, 2023
SELL
$97.49 - $100.53 $1.03 Million - $1.06 Million
-10,533 Reduced 12.31%
75,033 $7.35 Million
Q1 2023

May 10, 2023
SELL
$96.32 - $100.79 $29 Million - $30.4 Million
-301,252 Reduced 77.88%
85,566 $8.53 Million
Q4 2022

Feb 06, 2023
BUY
$93.63 - $99.69 $34 Million - $36.2 Million
363,133 Added 1533.18%
386,818 $37.5 Million
Q3 2022

Nov 14, 2022
SELL
$95.54 - $104.23 $651,869 - $711,161
-6,823 Reduced 22.36%
23,685 $2.28 Million
Q2 2022

Jul 28, 2022
BUY
$99.01 - $106.84 $731,980 - $789,868
7,393 Added 31.98%
30,508 $3.1 Million
Q1 2022

May 16, 2022
BUY
$106.1 - $113.3 $255,276 - $272,599
2,406 Added 11.62%
23,115 $2.48 Million
Q4 2021

Jan 31, 2022
BUY
$113.45 - $115.33 $108,685 - $110,486
958 Added 4.85%
20,709 $2.36 Million
Q3 2021

Oct 29, 2021
BUY
$114.77 - $116.58 $38,103 - $38,704
332 Added 1.71%
19,751 $2.27 Million
Q2 2021

Aug 10, 2021
BUY
$113.78 - $115.33 $608,495 - $616,784
5,348 Added 38.01%
19,419 $2.26 Million
Q1 2021

Jun 25, 2021
BUY
$113.42 - $118.04 $264,155 - $274,915
2,329 Added 19.83%
14,071 $1.6 Million
Q4 2020

Jun 25, 2021
BUY
$117.06 - $118.42 $1.37 Million - $1.39 Million
11,742 New
11,742 $1.39 Million

Others Institutions Holding AGG

# of Institutions
1,969
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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