Aries Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Aries Wealth Management

$359 Million
Q3 2024

A detailed history of Aries Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aries Wealth Management holds 16,802 shares of AGG stock, worth $1.64 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

16,802

Previous 4,448 277.74%

Holding current value

$1.64 Million

Previous $431,000 294.66%

% of portfolio

0.47%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$96.25 - $101.98 $1.19 Million - $1.26 Million	12,354 Added 277.74%	16,802 $1.7 Million
Q2 2024 Jul 25, 2024	BUY	$95.11 - $97.92 $19,022 - $19,584	200 Added 4.71%	4,448 $431,000
Q1 2024 May 02, 2024	BUY	$96.75 - $99.37 $410,994 - $422,123	4,248 New	4,248 $416,000
Q2 2022 Jul 27, 2022	SELL	$99.01 - $106.84 $9.47 Million - $10.2 Million	-95,600 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$106.1 - $113.3 $10.1 Million - $10.8 Million	95,600 New	95,600 $10.2 Million

Others Institutions Holding AGG

# of Institutions

1,932

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aries Wealth Management with notifications on news.

Account

Aries Wealth Management Ishares Core U.S. Aggregate Bo Transaction History