Atlantic Edge Private Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Atlantic Edge Private Wealth Management, LLC

$327 Billion
Q1 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 919 shares of AGG stock, worth $90,971. This represents 0.03% of its overall portfolio holdings.

Number of Shares

919

Previous 1,349 31.88%

Holding current value

$90,971

Previous $131 Million 30.44%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $41,215 - $42,677	-430 Reduced 31.88%	919 $90.9 Million
Q4 2024 Jan 29, 2025	BUY	$96.64 - $101.23 $4,832 - $5,061	50 Added 3.85%	1,349 $131 Million
Q3 2024 Nov 06, 2024	SELL	$96.25 - $101.98 $46,585 - $49,358	-484 Reduced 27.15%	1,299 $132 Million
Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $94,919 - $97,724	-998 Reduced 35.89%	1,783 $173 Million
Q1 2024 May 08, 2024	SELL	$96.75 - $99.37 $140,094 - $143,887	-1,448 Reduced 34.24%	2,781 $272 Million
Q4 2023 Feb 08, 2024	BUY	$91.67 - $99.66 $387,672 - $421,462	4,229 New	4,229 $420 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

Ticker AGG
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Atlantic Edge Private Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History