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

Benchmark Wealth Management, LLC

  • $202 Million
  • Q3 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 7,450 shares of AGG stock, worth $720,936. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,450
Previous 7,073 5.33%
Holding current value
$720,936
Previous $686,000 9.91%
% of portfolio
0.37%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$96.25 - $101.98 $36,286 - $38,446
377 Added 5.33%
7,450 $754,000
Q2 2024

Jul 08, 2024
BUY
$95.11 - $97.92 $298,169 - $306,979
3,135 Added 79.61%
7,073 $686,000
Q1 2024

Apr 08, 2024
BUY
$96.75 - $99.37 $39,861 - $40,940
412 Added 11.68%
3,938 $385,000
Q4 2023

Jan 19, 2024
SELL
$91.67 - $99.66 $323,228 - $351,401
-3,526 Reduced 50.0%
3,526 $349,000
Q4 2022

Feb 07, 2023
BUY
$93.63 - $99.69 $376,954 - $401,351
4,026 Added 133.05%
7,052 $683,000
Q3 2022

Oct 13, 2022
BUY
$95.54 - $104.23 $289,104 - $315,399
3,026 New
3,026 $292,000

Others Institutions Holding AGG

# of Institutions
1,970
Shares Held
1.07B
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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