Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 149,962 shares of AGG (ISHARES TR), worth $14.9M as of 2026-Q1. The position was decreased (-8.8% shares). AGG represents 0.1% of Wealthspire Advisors, LLC's portfolio.
Current Value
$14.9M
Current Shares
149,962
Total Value Change
-$2M
Total Shares Change
-24,469
Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP
Decreased |
| 149,962 |
-8.8% |
| $14.9M |
| 0.1% |
| $100.57 |
0 |
| 2025-Q4 | Decreased | 164,341 | -55.1% | $16.4M | 0.1% | $99.80 | 0 |
| 2025-Q3 | Decreased | 366,262 | -23.5% | $36.7M | 0.2% | $98.64 | 0 |
| 2025-Q2 | Decreased | 478,908 | -9.8% | $47.5M | 0.3% | $96.25 | 0 |
| 2025-Q1 | Increased | 530,678 | +95.2% | $52.5M | 0.3% | $95.24 | 56 |
| 2024-Q4 | Decreased | 271,896 | -2.4% | $26.3M | 0.3% | $92.99 | 0 |
| 2024-Q3 | Increased | 278,460 | +59.6% | $28.2M | 0.3% | $96.07 | 49 |
| 2024-Q2 | Decreased | 174,431 | -5.5% | $16.9M | 0.2% | $91.03 | 0 |