A detailed history of Lake Point Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lake Point Wealth Management holds 1,548 shares of AGG stock, worth $150,094. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,548
Previous 4,988 68.97%
Holding current value
$150,094
Previous $534,000 70.6%
% of portfolio
0.09%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

SELL
$99.01 - $106.84 $340,594 - $367,529
-3,440 Reduced 68.97%
1,548 $157,000
Q1 2022

May 17, 2022

SELL
$106.1 - $113.3 $589,067 - $629,041
-5,552 Reduced 52.68%
4,988 $534,000
Q4 2021

Feb 23, 2022

BUY
$113.45 - $115.33 $36,871 - $37,482
325 Added 3.18%
10,540 $1.2 Million
Q3 2021

Oct 21, 2021

SELL
$114.77 - $116.58 $12,165 - $12,357
-106 Reduced 1.03%
10,215 $1.17 Million
Q2 2021

Aug 04, 2021

SELL
$113.78 - $115.33 $9.77 Million - $9.9 Million
-85,851 Reduced 89.27%
10,321 $1.19 Million
Q1 2020

May 18, 2020

BUY
$106.57 - $117.86 $624,180 - $690,306
5,857 Added 6.49%
96,172 $11.1 Million
Q4 2019

Feb 13, 2020

BUY
$111.81 - $113.82 $1.07 Million - $1.09 Million
9,592 Added 11.88%
90,315 $10.1 Million
Q1 2019

Aug 07, 2019

BUY
N/A
59,048 Added 272.42%
80,723 $8.99 Million
Q1 2019

Jun 03, 2019

BUY
N/A
581 Added 2.75%
21,675 $2.24 Million
Q4 2018

Aug 07, 2019

SELL
N/A
-581 Reduced 2.68%
21,094 $2.25 Million
Q4 2018

Feb 21, 2019

BUY
N/A
21,675 New
21,675 $2.24 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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