Impact Partnership Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 4,128 shares of AGG stock, worth $400,457. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,128

Previous 2,609 58.22%

Holding current value

$400,457

Previous $264 Million 51.39%

% of portfolio

0.08%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $146,796 - $153,768	1,519 Added 58.22%	4,128 $400 Million
Q3 2024 Oct 22, 2024	SELL	$96.25 - $101.98 $22,330 - $23,659	-232 Reduced 8.17%	2,609 $264 Million
Q2 2024 Aug 02, 2024	BUY	$95.11 - $97.92 $101,672 - $104,676	1,069 Added 60.33%	2,841 $276 Million
Q1 2024 May 13, 2024	SELL	$96.75 - $99.37 $36,668 - $37,661	-379 Reduced 17.62%	1,772 $174 Million
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $1,283 - $1,395	14 Added 0.66%	2,151 $214 Million
Q3 2023 Oct 17, 2023	BUY	$93.85 - $98.43 $121,348 - $127,269	1,293 Added 153.2%	2,137 $201 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $82,281 - $84,847	844 New	844 $82.7 Million

Others Institutions Holding AGG

# of Institutions

1,988

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Impact Partnership Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History