Abundance Wealth Counselors Ishares Core U.S. Aggregate Bo Transaction History

Abundance Wealth Counselors

$459 Million
Q4 2024

A detailed history of Abundance Wealth Counselors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Abundance Wealth Counselors holds 11,312 shares of AGG stock, worth $1.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,312

Previous 9,962 13.55%

Holding current value

$1.1 Million

Previous $1.01 Million 8.62%

% of portfolio

0.24%

Previous 0.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$96.64 - $101.23 $130,464 - $136,660	1,350 Added 13.55%	11,312 $1.1 Million
Q3 2024 Oct 17, 2024	BUY	$96.25 - $101.98 $958,842 - $1.02 Million	9,962 New	9,962 $1.01 Million
Q1 2024 Apr 19, 2024	BUY	$96.75 - $99.37 $31,250 - $32,096	323 Added 6.84%	5,048 $494,000
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $433,140 - $470,893	4,725 New	4,725 $469,000

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
Sector ETFs
Industry ETFs

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Abundance Wealth Counselors Ishares Core U.S. Aggregate Bo Transaction History