Philip James Wealth Mangement, LLC Ishares Core U.S. Aggregate Bo Transaction History

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 3,603 shares of AGG stock, worth $356,660. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,603
Previous 3,796 5.08%
Holding current value
$356,660
Previous $368 Million 3.11%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$95.85 - $99.25 $18,499 - $19,155
-193 Reduced 5.08%
3,603 $356 Million
Q4 2024

Jan 31, 2025
BUY
$96.64 - $101.23 $366,845 - $384,269
3,796 New
3,796 $368 Million

Others Institutions Holding AGG

# of Institutions
2,140
Shares Held
1.21B
Call Options Held
124K
Put Options Held
27.7K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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