Trinity Point Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 3,342 shares of AGG stock, worth $334,200. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,342
Previous 3,126 6.91%
Holding current value
$334,200
Previous $316,000 2.22%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 14, 2025
BUY
$96.64 - $101.23 $20,874 - $21,865
216 Added 6.91%
3,342 $323,000
Q3 2024

Nov 07, 2024
SELL
$96.25 - $101.98 $38,692 - $40,995
-402 Reduced 11.39%
3,126 $316,000
Q2 2024

Jul 30, 2024
BUY
$95.11 - $97.92 $31,671 - $32,607
333 Added 10.42%
3,528 $342,000
Q1 2024

May 08, 2024
BUY
$96.75 - $99.37 $26,412 - $27,128
273 Added 9.34%
3,195 $312,000
Q4 2023

Feb 08, 2024
BUY
$91.67 - $99.66 $39,693 - $43,152
433 Added 17.4%
2,922 $290,000
Q3 2023

Nov 08, 2023
BUY
$93.85 - $98.43 $233,592 - $244,992
2,489 New
2,489 $234,000

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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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