A detailed history of All Square Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, All Square Wealth Management LLC holds 235 shares of AGG stock, worth $23,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares
235
Previous 235 -0.0%
Holding current value
$23,220
Previous $22,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 27, 2023

BUY
$93.85 - $98.43 $11,543 - $12,106
123 Added 109.82%
235 $22,000
Q1 2022

May 04, 2022

SELL
$106.1 - $113.3 $6,684 - $7,137
-63 Reduced 36.0%
112 $12,000
Q4 2021

Feb 08, 2022

SELL
$113.45 - $115.33 $907 - $922
-8 Reduced 4.37%
175 $20,000
Q3 2021

Nov 12, 2021

SELL
$114.77 - $116.58 $1,147 - $1,165
-10 Reduced 5.18%
183 $21,000
Q4 2018

Feb 13, 2019

SELL
N/A
-172 Reduced 47.12%
193 $21,000
Q3 2018

Nov 02, 2018

BUY
N/A
172 Added 89.12%
365 $39,000
Q3 2017

Nov 06, 2017

BUY
N/A
193
193 $21,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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

Track All Square Wealth Management LLC Portfolio

Follow All Square 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 All Square Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on All Square Wealth Management LLC with notifications on news.