A detailed history of 9258 Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 133,014 shares of AGG stock, worth $13 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
133,014
Previous 139,350 4.55%
Holding current value
$13 Million
Previous $13.5 Million 0.41%
% of portfolio
2.03%
Previous 2.11%

Shares

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

Nov 12, 2024

SELL
$96.25 - $101.98 $609,840 - $646,145
-6,336 Reduced 4.55%
133,014 $13.5 Million
Q2 2024

Aug 02, 2024

SELL
$95.11 - $97.92 $1.43 Million - $1.47 Million
-15,052 Reduced 9.75%
139,350 $13.5 Million
Q1 2024

May 03, 2024

BUY
$96.75 - $99.37 $99,942 - $102,649
1,033 Added 0.67%
154,402 $15.1 Million
Q4 2023

Feb 06, 2024

BUY
$91.67 - $99.66 $584,762 - $635,731
6,379 Added 4.34%
153,369 $15.2 Million
Q3 2023

Nov 08, 2023

SELL
$93.85 - $98.43 $198,492 - $208,179
-2,115 Reduced 1.42%
146,990 $13.8 Million
Q2 2023

Aug 08, 2023

BUY
$97.49 - $100.53 $1.69 Million - $1.74 Million
17,288 Added 13.12%
149,105 $14.6 Million
Q1 2023

May 03, 2023

BUY
$96.32 - $100.79 $741,567 - $775,982
7,699 Added 6.2%
131,817 $13.1 Million
Q4 2022

Feb 03, 2023

BUY
$93.63 - $99.69 $1.23 Million - $1.31 Million
13,190 Added 11.89%
124,118 $12 Million
Q3 2022

Nov 08, 2022

BUY
$95.54 - $104.23 $1.87 Million - $2.04 Million
19,545 Added 21.39%
110,928 $10.7 Million
Q2 2022

Aug 04, 2022

BUY
$99.01 - $106.84 $1.17 Million - $1.26 Million
11,777 Added 14.79%
91,383 $9.29 Million
Q1 2022

May 13, 2022

BUY
$106.1 - $113.3 $142,280 - $151,935
1,341 Added 1.71%
79,606 $8.53 Million
Q4 2021

Feb 11, 2022

BUY
$113.45 - $115.33 $315,844 - $321,078
2,784 Added 3.69%
78,265 $8.93 Million
Q3 2021

Nov 12, 2021

BUY
$114.77 - $116.58 $637,547 - $647,601
5,555 Added 7.94%
75,481 $8.67 Million
Q2 2021

Aug 13, 2021

BUY
$113.78 - $115.33 $685,638 - $694,978
6,026 Added 9.43%
69,926 $8.07 Million
Q1 2021

May 11, 2021

BUY
$113.42 - $118.04 $1.42 Million - $1.48 Million
12,522 Added 24.37%
63,900 $7.27 Million
Q4 2020

Feb 10, 2021

BUY
$117.06 - $118.42 $645,351 - $652,849
5,513 Added 12.02%
51,378 $6.07 Million
Q3 2020

Nov 13, 2020

BUY
$117.95 - $119.63 $2.14 Million - $2.17 Million
18,125 Added 65.34%
45,865 $5.38 Million
Q2 2020

Aug 13, 2020

BUY
$114.73 - $118.21 $688,265 - $709,141
5,999 Added 27.59%
27,740 $3.28 Million
Q1 2020

May 05, 2020

BUY
$106.57 - $117.86 $1.13 Million - $1.25 Million
10,584 Added 94.86%
21,741 $2.54 Million
Q4 2019

Feb 06, 2020

BUY
$111.81 - $113.82 $1.25 Million - $1.27 Million
11,157 New
11,157 $1.25 Million
Q3 2019

Nov 07, 2019

SELL
$111.75 - $113.28 $277,140 - $280,934
-2,480 Closed
0 $0
Q2 2019

Aug 07, 2019

BUY
N/A
2,480 New
2,480 $276,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.