A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 37,202 shares of AGG stock, worth $3.72 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
37,202
Previous 46,280 19.62%
Holding current value
$3.72 Million
Previous $4.53 Billion 20.33%
% of portfolio
1.66%
Previous 2.14%

Shares

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

Aug 02, 2024

SELL
$95.11 - $97.92 $863,408 - $888,917
-9,078 Reduced 19.62%
37,202 $3.61 Billion
Q1 2024

May 03, 2024

SELL
$96.75 - $99.37 $2.55 Million - $2.62 Million
-26,389 Reduced 36.31%
46,280 $4.53 Billion
Q4 2023

Feb 09, 2024

SELL
$91.67 - $99.66 $3.82 Million - $4.16 Million
-41,708 Reduced 36.47%
72,669 $7.21 Billion
Q3 2023

Nov 14, 2023

SELL
$93.85 - $98.43 $12 Million - $12.6 Million
-128,065 Reduced 52.82%
114,377 $10.8 Billion
Q2 2023

Aug 08, 2023

BUY
$97.49 - $100.53 $1.01 Million - $1.04 Million
10,325 Added 4.45%
242,442 $23.7 Billion
Q1 2023

May 08, 2023

BUY
$96.32 - $100.79 $5 Million - $5.23 Million
51,878 Added 28.78%
232,117 $23.1 Billion
Q4 2022

Feb 10, 2023

BUY
$93.63 - $99.69 $16.9 Million - $18 Million
180,239 New
180,239 $17.5 Billion

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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