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

Melfa Wealth Management, LLC

  • $152 Billion
  • Q3 2024

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,875 shares of AGG stock, worth $472,436. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,875
Previous 4,674 4.3%
Holding current value
$472,436
Previous $454 Million 8.81%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 16, 2024
BUY
$96.25 - $101.98 $19,346 - $20,497
201 Added 4.3%
4,875 $494 Million
Q2 2024

Jul 15, 2024
BUY
$95.11 - $97.92 $22,636 - $23,304
238 Added 5.37%
4,674 $454 Million
Q1 2024

Apr 23, 2024
BUY
$96.75 - $99.37 $429,183 - $440,805
4,436 New
4,436 $434 Million

Others Institutions Holding AGG

# of Institutions
1,972
Shares Held
1.07B
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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