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

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 21,267 shares of AGG stock, worth $2.1 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
21,267
Previous 12,860 65.37%
Holding current value
$2.1 Million
Previous $1.3 Million 58.22%
% of portfolio
0.27%
Previous 0.17%

Shares

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

Jan 14, 2025
BUY
$96.64 - $101.23 $812,452 - $851,040
8,407 Added 65.37%
21,267 $2.06 Million
Q3 2024

Oct 09, 2024
BUY
$96.25 - $101.98 $213,001 - $225,681
2,213 Added 20.79%
12,860 $1.3 Million
Q2 2024

Jul 12, 2024
BUY
$95.11 - $97.92 $1.01 Million - $1.04 Million
10,647 New
10,647 $1.03 Million

Others Institutions Holding AGG

# of Institutions
2,127
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
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