Arbor Trust Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Arbor Trust Wealth Advisors, LLC

$186 Million
Q1 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 35,248 shares of AGG stock, worth $3.47 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

35,248

Previous 29,011 21.5%

Holding current value

$3.47 Million

Previous $2.88 Million 19.9%

% of portfolio

1.86%

Previous 1.72%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $603,429 - $619,770	6,237 Added 21.5%	35,248 $3.45 Million
Q4 2023 Jan 30, 2024	BUY	$91.67 - $99.66 $378,322 - $411,296	4,127 Added 16.58%	29,011 $2.88 Million
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $874,869 - $917,564	9,322 Added 59.9%	24,884 $2.34 Million
Q2 2023 Jul 31, 2023	BUY	$97.49 - $100.53 $1.52 Million - $1.56 Million	15,562 New	15,562 $1.52 Million

Others Institutions Holding AGG

# of Institutions

1,874

Shares Held

958M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Arbor Trust Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History