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

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Modern Wealth Management, LLC holds 50,114 shares of AGG stock, worth $4.95 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

50,114

Previous 5,382 831.14%

Holding current value

$4.95 Million

Previous $545 Million 796.46%

% of portfolio

0.17%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$96.64 - $101.23 $4.32 Million - $4.53 Million	44,732 Added 831.14%	50,114 $4.89 Billion
Q3 2024 Nov 05, 2024	BUY	$96.25 - $101.98 $2,213 - $2,345	23 Added 0.43%	5,382 $545 Million
Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $11,032 - $11,358	116 Added 2.21%	5,359 $520 Million
Q1 2024 May 13, 2024	BUY	$96.75 - $99.37 $507,260 - $520,996	5,243 New	5,243 $505 Million

Others Institutions Holding AGG

# of Institutions

2,112

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