Bromfield Sneider Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 56,718 shares of AGG stock, worth $5.67 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

56,718

Previous 52,852 7.31%

Holding current value

$5.67 Million

Previous $5.25 Million 5.89%

% of portfolio

3.47%

Previous 3.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$96.75 - $99.37 $374,035 - $384,164	3,866 Added 7.31%	56,718 $5.55 Million
Q4 2023 Jan 05, 2024	SELL	$91.67 - $99.66 $115,045 - $125,073	-1,255 Reduced 2.32%	52,852 $5.25 Million
Q3 2023 Oct 04, 2023	BUY	$93.85 - $98.43 $1.4 Million - $1.47 Million	14,905 Added 38.02%	54,107 $5.09 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $493,689 - $509,083	5,064 Added 14.83%	39,202 $3.84 Million
Q1 2023 Apr 06, 2023	BUY	$96.32 - $100.79 $8,957 - $9,373	93 Added 0.27%	34,138 $3.4 Million

Q4 2022 Jan 09, 2023	BUY	$93.63 - $99.69 $252,520 - $268,863	2,697 Added 8.6%	34,045 $0
Q3 2022 Oct 07, 2022	BUY	$95.54 - $104.23 $1.92 Million - $2.1 Million	20,123 Added 179.27%	31,348 $3.02 Million
Q2 2022 Jul 06, 2022	BUY	$99.01 - $106.84 $1.02 Million - $1.11 Million	10,343 Added 1172.68%	11,225 $1.14 Million
Q1 2022 Apr 12, 2022	BUY	$106.1 - $113.3 $93,580 - $99,930	882 New	882 $94,000

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Bromfield Sneider Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History