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

Arbor Trust Wealth Advisors, LLC

  • $202 Million
  • Q3 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 39,869 shares of AGG stock, worth $3.83 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
39,869
Previous 39,869 -0.0%
Holding current value
$3.83 Million
Previous $3.87 Million 4.32%
% of portfolio
2.0%
Previous 2.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,969
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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