Elevate Wealth Advisory, Inc Ishares Core U.S. Aggregate Bo Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 311 shares of AGG stock, worth $31,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares
311
Previous 311 -0.0%
Holding current value
$31,100
Previous $30.9 Million 1.06%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $3,709 - $3,818
-39 Reduced 11.14%
311 $30.2 Million
Q1 2024

May 02, 2024
BUY
$96.75 - $99.37 $4,063 - $4,173
42 Added 13.64%
350 $34.3 Million
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $28,234 - $30,695
308 New
308 $30.6 Million

Others Institutions Holding AGG

# of Institutions
2,228
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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