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

Dynasty Wealth Management, LLC

$6 Trillion
Q1 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,491,089 shares of AGG stock, worth $241 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

2,491,089

Previous 2,948,330 15.51%

Holding current value

$241 Million

Previous $286 Billion 13.75%

% of portfolio

4.11%

Previous 4.93%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$95.85 - $99.25 $43.8 Million - $45.4 Million	-457,241 Reduced 15.51%	2,491,089 $246 Billion
Q4 2024 Feb 05, 2025	SELL	$96.64 - $101.23 $2.21 Million - $2.32 Million	-22,910 Reduced 0.77%	2,948,330 $286 Billion
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $55.9 Million - $59.3 Million	581,019 Added 24.31%	2,971,240 $301 Billion
Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $24.8 Million - $25.5 Million	260,379 Added 12.23%	2,390,221 $232 Billion
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $206 Million - $212 Million	2,129,842 New	2,129,842 $209 Billion

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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