Dynasty Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,948,330 shares of AGG stock, worth $290 Million. This represents 4.93% of its overall portfolio holdings.

Number of Shares
2,948,330
Previous 2,971,240 0.77%
Holding current value
$290 Million
Previous $301 Billion 4.96%
% of portfolio
4.93%
Previous 9.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$96.64 - $101.23 $2.21 Million - $2.32 Million
-22,910 Reduced 0.77%
2,948,330 $286 Billion
Q3 2024

Nov 12, 2024
BUY
$96.25 - $101.98 $55.9 Million - $59.3 Million
581,019 Added 24.31%
2,971,240 $301 Billion
Q2 2024

Aug 12, 2024
BUY
$95.11 - $97.92 $24.8 Million - $25.5 Million
260,379 Added 12.23%
2,390,221 $232 Billion
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $206 Million - $212 Million
2,129,842 New
2,129,842 $209 Billion

Others Institutions Holding AGG

# of Institutions
2,123
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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