Zrc Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 49,608 shares of AGG stock, worth $4.88 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

49,608

Previous 33,844 46.58%

Holding current value

$4.88 Million

Previous $3.43 Billion 40.25%

% of portfolio

2.03%

Previous 1.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$96.64 - $101.23 $1.52 Million - $1.6 Million	15,764 Added 46.58%	49,608 $4.81 Billion
Q3 2024 Oct 04, 2024	BUY	$96.25 - $101.98 $16,651 - $17,642	173 Added 0.51%	33,844 $3.43 Billion
Q2 2024 Jul 08, 2024	SELL	$95.11 - $97.92 $221,891 - $228,447	-2,333 Reduced 6.48%	33,671 $3.27 Billion
Q1 2024 Apr 19, 2024	SELL	$96.75 - $99.37 $283,767 - $291,452	-2,933 Reduced 7.53%	36,004 $3.53 Billion
Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $54,451 - $59,198	594 Added 1.55%	38,937 $3.68 Billion
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $251,893 - $264,186	-2,684 Reduced 6.54%	38,343 $3.61 Billion
Q2 2023 Jul 06, 2023	SELL	$97.49 - $100.53 $409,555 - $422,326	-4,201 Reduced 9.29%	41,027 $4.2 Billion
Q1 2023 May 04, 2023	BUY	$96.32 - $100.79 $4.36 Million - $4.56 Million	45,228 New	45,228 $4.51 Billion

Others Institutions Holding AGG

# of Institutions

2,119

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Account

Zrc Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History