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

Pinnacle Wealth Management Group, Inc.

$119 Million
Q1 2025

A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 2,726 shares of AGG stock, worth $266,793. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,726

Previous 4,962 45.06%

Holding current value

$266,793

Previous $480,000 43.96%

% of portfolio

0.23%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$95.85 - $99.25 $214,320 - $221,923	-2,236 Reduced 45.06%	2,726 $269,000
Q4 2024 Jan 13, 2025	SELL	$96.64 - $101.23 $265,953 - $278,584	-2,752 Reduced 35.68%	4,962 $480,000
Q3 2024 Oct 10, 2024	SELL	$96.25 - $101.98 $6.45 Million - $6.84 Million	-67,053 Reduced 89.68%	7,714 $781,000
Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $1.36 Million - $1.4 Million	14,310 Added 23.67%	74,767 $7.26 Million
Q1 2024 Apr 24, 2024	BUY	$96.75 - $99.37 $5.85 Million - $6.01 Million	60,457 New	60,457 $5.92 Million

Others Institutions Holding AGG

# of Institutions

2,142

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Pinnacle Wealth Management Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History