Lji Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lji Wealth Management, LLC holds 5,035 shares of AGG stock, worth $497,508. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,035

Previous 5,012 0.46%

Holding current value

$497,508

Previous $487 Million 4.79%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$96.25 - $101.98 $2,213 - $2,345	23 Added 0.46%	5,035 $510 Million
Q2 2024 Aug 12, 2024	SELL	$95.11 - $97.92 $89,688 - $92,338	-943 Reduced 15.84%	5,012 $487 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $39,280 - $40,344	406 Added 7.32%	5,955 $583 Million
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $126,687 - $137,730	-1,382 Reduced 19.94%	5,549 $551 Million
Q3 2023 Feb 02, 2024	SELL	$93.85 - $98.43 $23.6 Million - $24.8 Million	-251,744 Reduced 97.32%	6,931 $652 Million
Q2 2023 Feb 02, 2024	BUY	$97.49 - $100.53 $24.8 Million - $25.6 Million	254,853 Added 6668.05%	258,675 $647 Million
Q1 2023 Feb 02, 2024	BUY	$96.32 - $100.79 $1,059 - $1,108	11 Added 0.29%	3,822 $381 Million
Q4 2022 Jan 02, 2024	BUY	$93.63 - $99.69 $356,823 - $379,918	3,811 New	3,811 $370 Million

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Lji Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History