Watts Gwilliam & Co., LLC Ishares Core U.S. Aggregate Bo Transaction History

Watts Gwilliam & Co., LLC

$474 Billion
Q4 2024

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 11,305 shares of AGG stock, worth $1.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

11,305

Previous 9,080 24.5%

Holding current value

$1.1 Million

Previous $906 Million 20.23%

% of portfolio

0.23%

Previous 0.2%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$96.64 - $101.23 $215,024 - $225,236	2,225 Added 24.5%	11,305 $1.09 Billion
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $125,413 - $132,879	1,303 Added 16.75%	9,080 $906 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $752,424 - $772,800	7,777 New	7,777 $751 Million

Others Institutions Holding AGG

# of Institutions

2,009

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Watts Gwilliam & Co., LLC Ishares Core U.S. Aggregate Bo Transaction History