Wetzel Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 4,221 shares of AGG stock, worth $417,541. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,221
Previous 144,960 97.09%
Holding current value
$417,541
Previous $14.1 Million 96.97%
% of portfolio
0.22%
Previous 8.1%

Shares

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

Oct 29, 2024
SELL
$96.25 - $101.98 $13.5 Million - $14.4 Million
-140,739 Reduced 97.09%
4,221 $427,000
Q2 2024

Aug 07, 2024
BUY
$95.11 - $97.92 $5,991 - $6,168
63 Added 0.04%
144,960 $14.1 Million
Q1 2024

Apr 23, 2024
BUY
$96.75 - $99.37 $111,552 - $114,573
1,153 Added 0.8%
144,897 $14.2 Million
Q4 2023

Jan 31, 2024
BUY
$91.67 - $99.66 $13.2 Million - $14.3 Million
143,744 New
143,744 $14.3 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

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