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

Defined Wealth Management, LLC

  • $146 Million
  • Q4 2024

A detailed history of Defined Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,416 shares of AGG stock, worth $332,923. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,416
Previous 3,176 7.56%
Holding current value
$332,923
Previous $321,000 3.12%
% of portfolio
0.23%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$96.64 - $101.23 $23,193 - $24,295
240 Added 7.56%
3,416 $331,000
Q3 2024

Oct 31, 2024
BUY
$96.25 - $101.98 $3,657 - $3,875
38 Added 1.21%
3,176 $321,000
Q2 2024

Aug 05, 2024
BUY
$95.11 - $97.92 $9,320 - $9,596
98 Added 3.22%
3,138 $304,000
Q1 2024

Apr 15, 2024
BUY
$96.75 - $99.37 $294,120 - $302,084
3,040 New
3,040 $297,000
Q1 2021

May 18, 2021
SELL
$113.42 - $118.04 $26,993 - $28,093
-238 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$117.06 - $118.42 $27,860 - $28,183
238 New
238 $28,000

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

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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