Beacon Bridge Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

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 21,086 shares of AGG stock, worth $2.04 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

21,086

Previous 29,656 28.9%

Holding current value

$2.04 Million

Previous $3 Billion 31.97%

% of portfolio

0.87%

Previous 1.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $828,204 - $867,541	-8,570 Reduced 28.9%	21,086 $2.04 Billion
Q3 2024 Nov 12, 2024	SELL	$96.25 - $101.98 $726,302 - $769,541	-7,546 Reduced 20.28%	29,656 $3 Billion
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

# of Institutions

2,051

Shares Held

1.14B

Call Options Held

115K

Put Options Held

402K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Beacon Bridge Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History