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

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 12 shares of AGG stock, worth $1,200. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 12 -0.0%
Holding current value
$1,200
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$96.75 - $99.37 $113,971 - $117,057
-1,178 Reduced 98.99%
12 $1,000
Q4 2023

Jan 10, 2024
BUY
$91.67 - $99.66 $91 - $99
1 Added 0.08%
1,190 $118,000
Q2 2023

Jul 13, 2023
SELL
$97.49 - $100.53 $3,412 - $3,518
-35 Reduced 2.86%
1,189 $116,000
Q4 2022

Feb 03, 2023
SELL
$93.63 - $99.69 $10,205 - $10,866
-109 Reduced 8.18%
1,224 $118,000
Q3 2022

Oct 11, 2022
SELL
$95.54 - $104.23 $49,871 - $54,408
-522 Reduced 28.14%
1,333 $129,000
Q2 2022

Jul 12, 2022
BUY
$99.01 - $106.84 $396 - $427
4 Added 0.22%
1,855 $189,000
Q1 2022

Apr 25, 2022
BUY
$106.1 - $113.3 $106 - $113
1 Added 0.05%
1,851 $198,000
Q4 2021

Jan 20, 2022
BUY
$113.45 - $115.33 $340 - $345
3 Added 0.16%
1,850 $211,000
Q3 2021

Oct 20, 2021
SELL
$114.77 - $116.58 $34,201 - $34,740
-298 Reduced 13.89%
1,847 $212,000
Q2 2021

Jul 20, 2021
SELL
$113.78 - $115.33 $230,859 - $234,004
-2,029 Reduced 48.61%
2,145 $247,000
Q1 2021

Apr 19, 2021
SELL
$113.42 - $118.04 $14.5 Million - $15.1 Million
-127,642 Reduced 96.83%
4,174 $244,000
Q4 2020

Feb 03, 2021
BUY
$117.06 - $118.42 $407,719 - $412,456
3,483 Added 2.71%
131,816 $15.6 Million
Q3 2020

Nov 03, 2020
SELL
$117.95 - $119.63 $29,487 - $29,907
-250 Reduced 0.19%
128,333 $15.2 Million
Q2 2020

Jul 21, 2020
BUY
$114.73 - $118.21 $568,601 - $585,848
4,956 Added 4.01%
128,583 $15.2 Million
Q1 2020

Apr 15, 2020
BUY
$106.57 - $117.86 $6.78 Million - $7.5 Million
63,598 Added 105.95%
123,627 $14.3 Million
Q4 2019

Jan 29, 2020
BUY
$111.81 - $113.82 $6.71 Million - $6.83 Million
60,029 New
60,029 $6.75 Million

Others Institutions Holding AGG

# of Institutions
2,243
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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