Wealth Trust Axiom LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Trust Axiom LLC

  • $360 Million
  • Q3 2025

A detailed history of Wealth Trust Axiom LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 2,423 shares of AGG stock, worth $242,300. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,423
Previous 2,423 -0.0%
Holding current value
$242,300
Previous $240,000 0.83%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$95.85 - $99.25 $4,025 - $4,168
-42 Reduced 1.7%
2,423 $239,000
Q3 2024

Nov 13, 2024
BUY
$96.25 - $101.98 $20,116 - $21,313
209 Added 9.26%
2,465 $249,000
Q1 2024

May 10, 2024
BUY
$96.75 - $99.37 $218,268 - $224,178
2,256 New
2,256 $220,000

Others Institutions Holding AGG

# of Institutions
2,223
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Axiom LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email