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

Dynasty Wealth Management, LLC

$5.8 Trillion
Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,948,330 shares of AGG stock, worth $287 Million. This represents 4.93% of its overall portfolio holdings.

Number of Shares

2,948,330

Previous 2,971,240 0.77%

Holding current value

$287 Million

Previous $301 Billion 4.96%

% of portfolio

4.93%

Previous 9.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$96.64 - $101.23 $2.21 Million - $2.32 Million	-22,910 Reduced 0.77%	2,948,330 $286 Billion
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $55.9 Million - $59.3 Million	581,019 Added 24.31%	2,971,240 $301 Billion
Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $24.8 Million - $25.5 Million	260,379 Added 12.23%	2,390,221 $232 Billion
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $206 Million - $212 Million	2,129,842 New	2,129,842 $209 Billion

Others Institutions Holding AGG

# of Institutions

2,046

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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