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

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 241,271 shares of AGG stock, worth $23.5 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

241,271

Previous 270,547 10.82%

Holding current value

$23.5 Million

Previous $29 Million 80584.86%

% of portfolio

3.5%

Previous 5.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $2.83 Million - $2.96 Million	-29,276 Reduced 10.82%	241,271 $23.4 Billion
Q1 2022 May 19, 2022	BUY	$106.1 - $113.3 $844,237 - $901,528	7,957 Added 3.03%	270,547 $29 Million
Q1 2022 May 16, 2022	SELL	$106.1 - $113.3 $2.51 Million - $2.68 Million	-23,694 Reduced 8.28%	262,590 $29.9 Million
Q4 2021 Feb 14, 2022	SELL	$113.45 - $115.33 $908,961 - $924,023	-8,012 Reduced 2.72%	286,284 $32.7 Million
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $861,463 - $875,049	7,506 Added 2.62%	294,296 $33.8 Million
Q2 2021 Aug 12, 2021	BUY	$113.78 - $115.33 $2.75 Million - $2.79 Million	24,200 Added 9.22%	286,790 $33.1 Million
Q1 2021 May 14, 2021	SELL	$113.42 - $118.04 $45,254 - $47,097	-399 Reduced 0.15%	262,590 $29.9 Million
Q4 2020 Jan 28, 2021	BUY	$117.06 - $118.42 $231,310 - $233,997	1,976 Added 0.76%	262,989 $31.1 Million
Q3 2020 Nov 12, 2020	BUY	$117.95 - $119.63 $30.6 Million - $31 Million	259,164 Added 14016.44%	261,013 $30.8 Million
Q2 2020 Aug 13, 2020	SELL	$114.73 - $118.21 $9.51 Million - $9.8 Million	-82,925 Reduced 97.82%	1,849 $218,000
Q2 2020 Aug 11, 2020	SELL	$114.73 - $118.21 $21.7 Million - $22.4 Million	-189,544 Reduced 69.1%	84,774 $10 Million
Q1 2020 Apr 17, 2020	BUY	$106.57 - $117.86 $27.6 Million - $30.5 Million	258,601 Added 1645.36%	274,318 $31.6 Million
Q4 2019 Feb 13, 2020	BUY	$111.81 - $113.82 $1.76 Million - $1.79 Million	15,717 New	15,717 $1.77 Million

Others Institutions Holding AGG

# of Institutions

1,998

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

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