Fwl Investment Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Fwl Investment Management, LLC

  • $273 Million
  • Q4 2024

A detailed history of Fwl Investment Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fwl Investment Management, LLC holds 2,022 shares of AGG stock, worth $198,722. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,022
Previous 2,134 5.25%
Holding current value
$198,722
Previous $216,000 9.72%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Feb 14, 2025
SELL
$96.64 - $101.23 $10,823 - $11,337
-112 Reduced 5.25%
2,022 $195,000
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $201,355 - $213,342
2,092 Added 4980.95%
2,134 $216,000
Q4 2023

Feb 13, 2024
BUY
$91.67 - $99.66 $916 - $996
10 Added 31.25%
42 $4,000
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $3,003 - $3,149
32 New
32 $3,000
Q3 2022

Nov 14, 2022
BUY
$95.54 - $104.23 $3,057 - $3,335
32 New
32 $3,000

Others Institutions Holding AGG

# of Institutions
2,122
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Fwl Investment Management, LLC Portfolio

Follow Fwl Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email