Wetzel Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 3,668 shares of AGG stock, worth $355,832. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,668

Previous 4,221 13.1%

Holding current value

$355,832

Previous $427,000 16.86%

% of portfolio

0.18%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$96.64 - $101.23 $53,441 - $55,980	-553 Reduced 13.1%	3,668 $355,000
Q3 2024 Oct 29, 2024	SELL	$96.25 - $101.98 $13.5 Million - $14.4 Million	-140,739 Reduced 97.09%	4,221 $427,000
Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $5,991 - $6,168	63 Added 0.04%	144,960 $14.1 Million
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $111,552 - $114,573	1,153 Added 0.8%	144,897 $14.2 Million
Q4 2023 Jan 31, 2024	BUY	$91.67 - $99.66 $13.2 Million - $14.3 Million	143,744 New	143,744 $14.3 Million

Others Institutions Holding AGG

# of Institutions

1,988

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Wetzel Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History