Beacon Bridge Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Beacon Bridge Wealth Partners, LLC

  • $218 Billion
  • Q2 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 37,202 shares of AGG stock, worth $3.66 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
37,202
Previous 46,280 19.62%
Holding current value
$3.66 Million
Previous $4.53 Billion 20.33%
% of portfolio
1.66%
Previous 2.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$95.11 - $97.92 $863,408 - $888,917
-9,078 Reduced 19.62%
37,202 $3.61 Billion
Q1 2024

May 03, 2024
SELL
$96.75 - $99.37 $2.55 Million - $2.62 Million
-26,389 Reduced 36.31%
46,280 $4.53 Billion
Q4 2023

Feb 09, 2024
SELL
$91.67 - $99.66 $3.82 Million - $4.16 Million
-41,708 Reduced 36.47%
72,669 $7.21 Billion
Q3 2023

Nov 14, 2023
SELL
$93.85 - $98.43 $12 Million - $12.6 Million
-128,065 Reduced 52.82%
114,377 $10.8 Billion
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $1.01 Million - $1.04 Million
10,325 Added 4.45%
242,442 $23.7 Billion
Q1 2023

May 08, 2023
BUY
$96.32 - $100.79 $5 Million - $5.23 Million
51,878 Added 28.78%
232,117 $23.1 Billion
Q4 2022

Feb 10, 2023
BUY
$93.63 - $99.69 $16.9 Million - $18 Million
180,239 New
180,239 $17.5 Billion

Others Institutions Holding AGG

# of Institutions
1,928
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
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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