Act Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Act Wealth Management, LLC

  • $225 Million
  • Q3 2024

A detailed history of Act Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Act Wealth Management, LLC holds 84,839 shares of AGG stock, worth $8.3 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares
84,839
Previous 61,262 38.49%
Holding current value
$8.3 Million
Previous $5.95 Million 44.48%
% of portfolio
3.82%
Previous 2.93%

Shares

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

Oct 08, 2024
BUY
$96.25 - $101.98 $2.27 Million - $2.4 Million
23,577 Added 38.49%
84,839 $8.59 Million
Q2 2024

Jul 11, 2024
BUY
$95.11 - $97.92 $5.83 Million - $6 Million
61,262 New
61,262 $5.95 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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