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

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 50,212 shares of AGG stock, worth $4.9 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
50,212
Previous 52,262 3.92%
Holding current value
$4.9 Million
Previous $5.07 Million 0.22%
% of portfolio
1.48%
Previous 2.21%

Shares

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

Oct 15, 2024
SELL
$96.25 - $101.98 $197,312 - $209,059
-2,050 Reduced 3.92%
50,212 $5.08 Million
Q2 2024

Jul 19, 2024
BUY
$95.11 - $97.92 $328,700 - $338,411
3,456 Added 7.08%
52,262 $5.07 Million
Q1 2024

Apr 19, 2024
SELL
$96.75 - $99.37 $172,602 - $177,276
-1,784 Reduced 3.53%
48,806 $4.78 Million
Q4 2023

Jan 31, 2024
BUY
$91.67 - $99.66 $4.4 Million - $4.79 Million
48,052 Added 1893.3%
50,590 $5.02 Million
Q3 2023

Oct 17, 2023
BUY
$93.85 - $98.43 $238,191 - $249,815
2,538 New
2,538 $238,000

Others Institutions Holding AGG

# of Institutions
1,963
Shares Held
1.06B
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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