Wp Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wp Advisors, LLC

  • $316 Million
  • Q2 2024

A detailed history of Wp Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wp Advisors, LLC holds 67,303 shares of AGG stock, worth $6.62 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
67,303
Previous 69,413 3.04%
Holding current value
$6.62 Million
Previous $6.8 Million 3.9%
% of portfolio
2.07%
Previous 2.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$95.11 - $97.92 $200,682 - $206,611
-2,110 Reduced 3.04%
67,303 $6.53 Million
Q1 2024

May 08, 2024
BUY
$96.75 - $99.37 $6.72 Million - $6.9 Million
69,413 New
69,413 $6.8 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-470 Closed
0 $0
Q1 2019

Apr 15, 2019
BUY
N/A
470 New
470 $513,000
Q4 2018

Jan 18, 2019
SELL
N/A
-464 Closed
0 $0
Q3 2018

Oct 31, 2018
BUY
N/A
4 Added 0.87%
464 $49,000
Q2 2018

Jul 27, 2018
BUY
N/A
460 New
460 $49,000

Others Institutions Holding AGG

# of Institutions
1,933
Shares Held
1.04B
Call Options Held
68.7K
Put Options Held
176K
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 Wp Advisors, LLC Portfolio

Follow Wp Advisors, 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 Wp Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wp Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email