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

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Leo Wealth, LLC holds 4,811 shares of AGG stock, worth $468,880. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,811

Previous 4,760 1.07%

Holding current value

$468,880

Previous $482 Million 3.29%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $4,928 - $5,162	51 Added 1.07%	4,811 $466 Million
Q3 2024 Oct 21, 2024	SELL	$96.25 - $101.98 $38,788 - $41,097	-403 Reduced 7.81%	4,760 $482 Million
Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $3,328 - $3,427	35 Added 0.68%	5,163 $497 Million
Q1 2024 May 09, 2024	SELL	$96.75 - $99.37 $30,766 - $31,599	-318 Reduced 5.84%	5,128 $498 Million
Q4 2023 Mar 14, 2024	BUY	$91.67 - $99.66 $499,234 - $542,748	5,446 New	5,446 $535 Million

Others Institutions Holding AGG

# of Institutions

1,997

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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