Tanglewood Legacy Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Tanglewood Legacy Advisors, LLC

$234 Billion
Q4 2024

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 177 shares of AGG stock, worth $17,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares

177

Previous 175 1.14%

Holding current value

$17,292

Previous $17.7 Million 3.31%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$96.64 - $101.23 $193 - $202	2 Added 1.14%	177 $17.1 Million
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $96 - $101	1 Added 0.57%	175 $17.7 Million
Q2 2024 Jul 17, 2024	SELL	$95.11 - $97.92 $4,184 - $4,308	-44 Reduced 20.18%	174 $16.9 Million
Q1 2024 Apr 16, 2024	SELL	$96.75 - $99.37 $67,241 - $69,062	-695 Reduced 76.12%	218 $21.4 Million
Q4 2023 Jan 22, 2024	SELL	$91.67 - $99.66 $8,983 - $9,766	-98 Reduced 9.69%	913 $90.6 Million
Q3 2023 Oct 18, 2023	BUY	$93.85 - $98.43 $93 - $98	1 Added 0.1%	1,011 $95.1 Million
Q2 2023 Aug 01, 2023	BUY	$97.49 - $100.53 $97 - $100	1 Added 0.1%	1,010 $98.9 Million
Q1 2023 Apr 17, 2023	BUY	$96.32 - $100.79 $96 - $100	1 Added 0.1%	1,009 $101 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $94,379 - $100,487	1,008 New	1,008 $97.8 Million

Others Institutions Holding AGG

# of Institutions

2,022

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Tanglewood Legacy Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History