Wr Wealth Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 561 shares of AGG stock, worth $54,714. This represents 0.02% of its overall portfolio holdings.

Number of Shares
561
Previous 561 -0.0%
Holding current value
$54,714
Previous $56,000 3.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024
SELL
$96.25 - $101.98 $17,710 - $18,764
-184 Reduced 24.7%
561 $56,000
Q2 2024

Jul 31, 2024
SELL
$95.11 - $97.92 $129,920 - $133,758
-1,366 Reduced 64.71%
745 $72,000
Q1 2024

Jul 31, 2024
BUY
$96.75 - $99.37 $204,239 - $209,770
2,111 New
2,111 $206,000
Q3 2023

Aug 01, 2024
BUY
$93.85 - $98.43 $9,197 - $9,646
98 Added 10.56%
1,026 $96.5 Million
Q2 2023

Aug 01, 2024
BUY
$97.49 - $100.53 $17,840 - $18,396
183 Added 24.56%
928 $90.9 Million
Q1 2023

Aug 01, 2024
BUY
$96.32 - $100.79 $6,357 - $6,652
66 Added 8.86%
811 $80.8 Million

Others Institutions Holding AGG

# of Institutions
2,164
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.1K
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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