Wealth Shield Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 26,932 shares of AGG stock, worth $2.63 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

26,932

Previous 25,722 4.7%

Holding current value

$2.63 Million

Previous $2.6 Million 0.19%

% of portfolio

0.38%

Previous 0.36%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$96.64 - $101.23 $116,934 - $122,488	1,210 Added 4.7%	26,932 $2.61 Million
Q3 2024 Nov 04, 2024	BUY	$96.25 - $101.98 $46,200 - $48,950	480 Added 1.9%	25,722 $2.6 Million
Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $456,147 - $469,624	-4,796 Reduced 15.97%	25,242 $2.45 Million
Q1 2024 Apr 29, 2024	BUY	$96.75 - $99.37 $436,439 - $448,258	4,511 Added 17.67%	30,038 $2.94 Million
Q4 2023 Jan 23, 2024	SELL	$91.67 - $99.66 $781,486 - $849,601	-8,525 Reduced 25.04%	25,527 $2.53 Million
Q3 2023 Oct 25, 2023	SELL	$93.85 - $98.43 $1.4 Million - $1.47 Million	-14,959 Reduced 30.52%	34,052 $3.2 Million
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $1.27 Million - $1.31 Million	13,014 Added 36.15%	49,011 $4.8 Million
Q1 2023 May 08, 2023	BUY	$96.32 - $100.79 $155,556 - $162,775	1,615 Added 4.7%	35,997 $3.59 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $244,655 - $260,489	2,613 Added 8.22%	34,382 $3.33 Million
Q3 2022 Nov 04, 2022	BUY	$95.54 - $104.23 $1,337 - $1,459	14 Added 0.04%	31,769 $3.06 Million
Q2 2022 Aug 11, 2022	SELL	$99.01 - $106.84 $658,317 - $710,379	-6,649 Reduced 17.31%	31,755 $3.23 Million
Q1 2022 May 09, 2022	SELL	$106.1 - $113.3 $31,830 - $33,990	-300 Reduced 0.78%	38,404 $4.11 Million
Q4 2021 Feb 10, 2022	BUY	$113.45 - $115.33 $564,640 - $573,997	4,977 Added 14.76%	38,704 $4.42 Million
Q3 2021 Nov 12, 2021	SELL	$114.77 - $116.58 $2.7 Million - $2.74 Million	-23,526 Reduced 41.09%	33,727 $3.87 Million
Q2 2021 Aug 06, 2021	BUY	$113.78 - $115.33 $4.26 Million - $4.32 Million	37,443 Added 189.01%	57,253 $6.6 Million
Q1 2021 May 17, 2021	SELL	$113.42 - $118.04 $9.49 Million - $9.87 Million	-83,648 Reduced 80.85%	19,810 $2.26 Million
Q4 2020 Feb 16, 2021	BUY	$117.06 - $118.42 $6.12 Million - $6.19 Million	52,242 Added 102.0%	103,458 $12.2 Million
Q3 2020 Oct 30, 2020	SELL	$117.95 - $119.63 $215,612 - $218,683	-1,828 Reduced 3.45%	51,216 $6.05 Million
Q2 2020 Aug 13, 2020	SELL	$114.73 - $118.21 $239,785 - $247,058	-2,090 Reduced 3.79%	53,044 $6.27 Million
Q1 2020 May 12, 2020	SELL	$106.57 - $117.86 $805,242 - $890,550	-7,556 Reduced 12.05%	55,134 $6.36 Million
Q4 2019 Feb 13, 2020	SELL	$111.81 - $113.82 $239,161 - $243,460	-2,139 Reduced 3.3%	62,690 $7.05 Million
Q3 2019 Nov 13, 2019	BUY	$111.75 - $113.28 $219,253 - $222,255	1,962 Added 3.12%	64,829 $7.34 Million
Q2 2019 Aug 12, 2019	BUY	N/A	20,430 Added 48.14%	62,867 $7 Million
Q1 2019 May 14, 2019	SELL	N/A	-5,266 Reduced 11.04%	42,437 $4.63 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-23,904 Reduced 33.38%	47,703 $5.08 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-2,617 Reduced 3.53%	71,607 $7.56 Million
Q2 2018 Aug 02, 2018	BUY	N/A	36,791 Added 98.28%	74,224 $7.89 Million
Q1 2018 May 11, 2018	BUY	N/A	14,625 Added 64.12%	37,433 $4.02 Million
Q4 2017 Apr 18, 2018	BUY	N/A	22,808	22,808 $2.49 Million

Others Institutions Holding AGG

# of Institutions

2,108

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Wealth Shield Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History