White Lighthouse Investment Management Inc. Ishares Core U.S. Aggregate Bo Transaction History

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 3,210 shares of AGG stock, worth $310,856. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,210
Previous 2,427 32.26%
Holding current value
$310,856
Previous $235,000 38.3%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$96.25 - $101.98 $75,363 - $79,850
783 Added 32.26%
3,210 $325,000
Q2 2024

Jul 15, 2024
SELL
$95.11 - $97.92 $190 - $195
-2 Reduced 0.08%
2,427 $235,000
Q1 2024

May 07, 2024
SELL
$96.75 - $99.37 $7,836 - $8,048
-81 Reduced 3.23%
2,429 $237,000
Q4 2023

Jan 23, 2024
SELL
$91.67 - $99.66 $58,485 - $63,583
-638 Reduced 20.27%
2,510 $249,000
Q3 2023

Oct 18, 2023
BUY
$93.85 - $98.43 $295,439 - $309,857
3,148 New
3,148 $296,000

Others Institutions Holding AGG

# of Institutions
1,970
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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