Bennett Associates Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Bennett Associates Wealth Management

$121 Billion
Q4 2024

A detailed history of Bennett Associates Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bennett Associates Wealth Management holds 29,959 shares of AGG stock, worth $2.92 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

29,959

Previous 29,319 2.18%

Holding current value

$2.92 Million

Previous $2.97 Billion 2.23%

% of portfolio

2.41%

Previous 2.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $61,849 - $64,787	640 Added 2.18%	29,959 $2.9 Billion
Q3 2024 Nov 07, 2024	SELL	$96.25 - $101.98 $928,042 - $983,291	-9,642 Reduced 24.75%	29,319 $2.97 Billion
Q2 2024 Jul 16, 2024	BUY	$95.11 - $97.92 $100,245 - $103,207	1,054 Added 2.78%	38,961 $3.78 Billion
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $271,093 - $278,434	2,802 Added 7.98%	37,907 $3.71 Billion
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $3.22 Million - $3.5 Million	35,105 New	35,105 $3.48 Billion

Others Institutions Holding AGG

# of Institutions

1,997

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Bennett Associates Wealth Management Ishares Core U.S. Aggregate Bo Transaction History