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

Wealth Spring Partners, LLC

$134 Billion
Q3 2023

A detailed history of Wealth Spring Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 187,751 shares of AGG stock, worth $18.8 Million. This represents 13.19% of its overall portfolio holdings.

Number of Shares

187,751

Previous 184,567 1.73%

Holding current value

$18.8 Million

Previous $18.1 Billion 2.34%

% of portfolio

13.19%

Previous 13.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$93.85 - $98.43 $298,818 - $313,401	3,184 Added 1.73%	187,751 $17.7 Billion
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $532,490 - $549,094	5,462 Added 3.05%	184,567 $18.1 Billion
Q1 2023 May 03, 2023	SELL	$96.32 - $100.79 $59,718 - $62,489	-620 Reduced 0.34%	179,105 $17.8 Billion
Q4 2022 Feb 09, 2023	BUY	$93.63 - $99.69 $761,960 - $811,277	8,138 Added 4.74%	179,725 $17.4 Billion
Q3 2022 Feb 08, 2023	BUY	$95.54 - $104.23 $16.4 Million - $17.9 Million	171,587 New	171,587 $16.5 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

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