Beaird Harris Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,590 shares of AGG stock, worth $157,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,590

Previous 839 89.51%

Holding current value

$157,346

Previous $84,000 83.33%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $72,576 - $76,023	751 Added 89.51%	1,590 $154,000
Q2 2024 Aug 15, 2024	SELL	$95.11 - $97.92 $1,807 - $1,860	-19 Reduced 2.21%	839 $81,000
Q1 2024 May 15, 2024	SELL	$96.75 - $99.37 $17,995 - $18,482	-186 Reduced 17.82%	858 $84,000
Q4 2023 Feb 27, 2024	BUY	$91.67 - $99.66 $58,302 - $63,383	636 Added 155.88%	1,044 $103,000
Q3 2023 Nov 15, 2023	SELL	$93.85 - $98.43 $1,595 - $1,673	-17 Reduced 4.0%	408 $38,000
Q1 2023 Apr 24, 2023	BUY	$96.32 - $100.79 $1,637 - $1,713	17 Added 4.17%	425 $42,000
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $39,901 - $43,056	-403 Reduced 49.69%	408 $41,000
Q4 2021 May 17, 2022	BUY	$113.45 - $115.33 $92,007 - $93,532	811 New	811 $93,000

Others Institutions Holding AGG

# of Institutions

2,113

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History