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

Benchmark Wealth Management, LLC

$203 Million
Q4 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 9,137 shares of AGG stock, worth $897,984. This represents 0.44% of its overall portfolio holdings.

Number of Shares

9,137

Previous 7,450 22.64%

Holding current value

$897,984

Previous $754,000 17.37%

% of portfolio

0.44%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$96.64 - $101.23 $163,031 - $170,775	1,687 Added 22.64%	9,137 $885,000
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

2,122

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