New Insight Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

New Insight Wealth Advisors

  • $200 Billion
  • Q4 2024

A detailed history of New Insight Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New Insight Wealth Advisors holds 2,686 shares of AGG stock, worth $266,585. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,686
Previous 2,336 14.98%
Holding current value
$266,585
Previous $237 Million 10.02%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Feb 07, 2025
BUY
$96.64 - $101.23 $33,824 - $35,430
350 Added 14.98%
2,686 $260 Million
Q2 2024

Aug 15, 2024
BUY
$95.11 - $97.92 $12,364 - $12,729
130 Added 5.89%
2,336 $227 Million
Q1 2024

May 08, 2024
SELL
$96.75 - $99.37 $81,173 - $83,371
-839 Reduced 27.55%
2,206 $216 Million
Q4 2023

May 08, 2024
BUY
$91.67 - $99.66 $279,135 - $303,464
3,045 New
3,045 $302 Million

Others Institutions Holding AGG

# of Institutions
2,117
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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