A detailed history of Impact Partnership Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 2,609 shares of AGG stock, worth $255,003. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,609
Previous 2,841 8.17%
Holding current value
$255,003
Previous $276 Million 4.19%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 22, 2024

SELL
$96.25 - $101.98 $22,330 - $23,659
-232 Reduced 8.17%
2,609 $264 Million
Q2 2024

Aug 02, 2024

BUY
$95.11 - $97.92 $101,672 - $104,676
1,069 Added 60.33%
2,841 $276 Million
Q1 2024

May 13, 2024

SELL
$96.75 - $99.37 $36,668 - $37,661
-379 Reduced 17.62%
1,772 $174 Million
Q4 2023

Feb 14, 2024

BUY
$91.67 - $99.66 $1,283 - $1,395
14 Added 0.66%
2,151 $214 Million
Q3 2023

Oct 17, 2023

BUY
$93.85 - $98.43 $121,348 - $127,269
1,293 Added 153.2%
2,137 $201 Million
Q2 2023

Jul 17, 2023

BUY
$97.49 - $100.53 $82,281 - $84,847
844 New
844 $82.7 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Impact Partnership Wealth, LLC Portfolio

Follow Impact Partnership Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.