Arbor Trust Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Arbor Trust Wealth Advisors, LLC

$210 Million
Q4 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 51,151 shares of AGG stock, worth $5 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares

51,151

Previous 39,869 28.3%

Holding current value

$5 Million

Previous $4.04 Million 22.76%

% of portfolio

2.36%

Previous 2.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$96.64 - $101.23 $1.09 Million - $1.14 Million	11,282 Added 28.3%	51,151 $4.96 Million
Q2 2024 Aug 02, 2024	BUY	$95.11 - $97.92 $439,503 - $452,488	4,621 Added 13.11%	39,869 $3.87 Million
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $603,429 - $619,770	6,237 Added 21.5%	35,248 $3.45 Million
Q4 2023 Jan 30, 2024	BUY	$91.67 - $99.66 $378,322 - $411,296	4,127 Added 16.58%	29,011 $2.88 Million
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $874,869 - $917,564	9,322 Added 59.9%	24,884 $2.34 Million
Q2 2023 Jul 31, 2023	BUY	$97.49 - $100.53 $1.52 Million - $1.56 Million	15,562 New	15,562 $1.52 Million

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Arbor Trust Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History