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

White Lighthouse Investment Management Inc.

$568 Million
Q4 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 2,546 shares of AGG stock, worth $248,744. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,546

Previous 3,210 20.69%

Holding current value

$248,744

Previous $325,000 24.31%

% of portfolio

0.04%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $64,168 - $67,216	-664 Reduced 20.69%	2,546 $246,000
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

2,022

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

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About ISHARES CORE U.S. AGGREGATE BO

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