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

Beacon Bridge Wealth Partners, LLC

$218 Billion
Q2 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 37,202 shares of AGG stock, worth $3.64 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

37,202

Previous 46,280 19.62%

Holding current value

$3.64 Million

Previous $4.53 Billion 20.33%

% of portfolio

1.66%

Previous 2.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,932

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

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