Buck Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History

Buck Wealth Strategies, LLC

$481 Million
Q4 2024

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 177,669 shares of AGG stock, worth $17.5 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares

177,669

Previous 110,543 60.72%

Holding current value

$17.5 Million

Previous $11.2 Million 53.8%

% of portfolio

3.58%

Previous 3.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $6.49 Million - $6.8 Million	67,126 Added 60.72%	177,669 $17.2 Million
Q3 2024 Nov 05, 2024	SELL	$96.25 - $101.98 $739,488 - $783,512	-7,683 Reduced 6.5%	110,543 $11.2 Million
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $10.4 Million - $10.7 Million	109,381 Added 1236.64%	118,226 $11.5 Million
Q1 2024 May 03, 2024	SELL	$96.75 - $99.37 $7.83 Million - $8.04 Million	-80,947 Reduced 90.15%	8,845 $866,000
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $1.75 Million - $1.9 Million	19,073 Added 26.97%	89,792 $8.91 Million
Q3 2023 Nov 06, 2023	BUY	$93.85 - $98.43 $384,878 - $403,661	4,101 Added 6.16%	70,719 $6.65 Million
Q3 2022 Oct 30, 2023	BUY	$95.54 - $104.23 $6.36 Million - $6.94 Million	66,618 New	66,618 $6.26 Billion

Others Institutions Holding AGG

# of Institutions

2,120

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Buck Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History