Taylor & Morgan Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,179 shares of AGG stock, worth $212,365. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,179

Previous 2,154 1.16%

Holding current value

$212,365

Previous $218,000 3.21%

% of portfolio

0.15%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$96.64 - $101.23 $2,416 - $2,530	25 Added 1.16%	2,179 $211,000
Q3 2024 Oct 24, 2024	SELL	$96.25 - $101.98 $5,871 - $6,220	-61 Reduced 2.75%	2,154 $218,000
Q2 2024 Jul 16, 2024	BUY	$95.11 - $97.92 $1,807 - $1,860	19 Added 0.87%	2,215 $215,000
Q1 2024 Apr 15, 2024	SELL	$96.75 - $99.37 $3,676 - $3,776	-38 Reduced 1.7%	2,196 $215,000
Q4 2023 Jan 10, 2024	BUY	$91.67 - $99.66 $2,108 - $2,292	23 Added 1.04%	2,234 $221,000
Q3 2023 Oct 05, 2023	SELL	$93.85 - $98.43 $1,407 - $1,476	-15 Reduced 0.67%	2,211 $207,000
Q2 2023 Jul 13, 2023	BUY	$97.49 - $100.53 $1,559 - $1,608	16 Added 0.72%	2,226 $218,000
Q1 2023 Apr 06, 2023	BUY	$96.32 - $100.79 $481 - $503	5 Added 0.23%	2,210 $220,000
Q4 2022 Jan 17, 2023	SELL	$93.63 - $99.69 $57,769 - $61,508	-617 Reduced 21.86%	2,205 $0
Q3 2022 Oct 12, 2022	BUY	$95.54 - $104.23 $22,642 - $24,702	237 Added 9.17%	2,822 $272,000
Q2 2022 Jul 08, 2022	SELL	$99.01 - $106.84 $283,168 - $305,562	-2,860 Reduced 52.53%	2,585 $263,000
Q1 2022 Apr 18, 2022	SELL	$106.1 - $113.3 $227,584 - $243,028	-2,145 Reduced 28.26%	5,445 $583,000
Q4 2021 Jan 21, 2022	BUY	$113.45 - $115.33 $861,085 - $875,354	7,590 New	7,590 $866,000

Others Institutions Holding AGG

# of Institutions

1,998

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Taylor & Morgan Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History