Prevail Innovative Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Prevail Innovative Wealth Advisors, LLC

$345 Billion
Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 17,314 shares of AGG stock, worth $1.69 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

17,314

Previous 13,107 32.1%

Holding current value

$1.69 Million

Previous $1.33 Billion 26.4%

% of portfolio

0.49%

Previous 0.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$96.64 - $101.23 $406,564 - $425,874	4,207 Added 32.1%	17,314 $1.68 Billion
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $117,521 - $124,517	1,221 Added 10.27%	13,107 $1.33 Billion
Q2 2024 Aug 08, 2024	BUY	$95.11 - $97.92 $79,987 - $82,350	841 Added 7.61%	11,886 $1.15 Billion
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $1.07 Million - $1.1 Million	11,045 New	11,045 $1.08 Billion

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

Prevail Innovative Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History