Destiny Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Destiny Wealth Partners, LLC

$596 Million
Q1 2025

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 2,177 shares of AGG stock, worth $212,170. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,177

Previous 2,119 2.74%

Holding current value

$212,170

Previous $205,000 4.39%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$95.85 - $99.25 $5,559 - $5,756	58 Added 2.74%	2,177 $214,000
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $1,540 - $1,631	16 Added 0.76%	2,119 $214,000
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $192,782 - $209,584	2,103 New	2,103 $208,000
Q2 2023 Jul 26, 2023	SELL	$97.49 - $100.53 $1,949 - $2,010	-20 Reduced 0.94%	2,103 $205,000
Q1 2023 Apr 26, 2023	BUY	$96.32 - $100.79 $128,009 - $133,949	1,329 Added 167.38%	2,123 $211,000
Q4 2022 Jan 26, 2023	BUY	$93.63 - $99.69 $74,342 - $79,153	794 New	794 $0
Q1 2022 Apr 21, 2022	SELL	$106.1 - $113.3 $25,145 - $26,852	-237 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$113.45 - $115.33 $26,887 - $27,333	237 New	237 $27,000

Others Institutions Holding AGG

# of Institutions

2,136

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
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Destiny Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History