Vestia Personal Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 2,493 shares of AGG stock, worth $242,967. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,493
Previous 2,372 5.1%
Holding current value
$242,967
Previous $240 Million 0.56%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Jan 27, 2025
BUY
$96.64 - $101.23 $11,693 - $12,248
121 Added 5.1%
2,493 $242 Million
Q3 2024

Nov 04, 2024
BUY
$96.25 - $101.98 $15,400 - $16,316
160 Added 7.23%
2,372 $240 Million
Q2 2024

Aug 09, 2024
BUY
$95.11 - $97.92 $210,383 - $216,599
2,212 New
2,212 $215 Million

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

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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