Legacy Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History

Legacy Wealth Management, Inc

  • $1.54 Billion
  • Q3 2024

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 38,513 shares of AGG stock, worth $3.72 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
38,513
Previous 40,383 4.63%
Holding current value
$3.72 Million
Previous $3.92 Million 0.48%
% of portfolio
0.25%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$96.25 - $101.98 $179,987 - $190,702
-1,870 Reduced 4.63%
38,513 $3.9 Million
Q2 2024

Jul 12, 2024
BUY
$95.11 - $97.92 $251,565 - $258,998
2,645 Added 7.01%
40,383 $3.92 Million
Q4 2023

Jan 23, 2024
BUY
$91.67 - $99.66 $3.46 Million - $3.76 Million
37,738 New
37,738 $3.75 Million

Others Institutions Holding AGG

# of Institutions
1,975
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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