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

Aries Wealth Management

$357 Million
Q4 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 20,021 shares of AGG stock, worth $1.95 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

20,021

Previous 16,802 19.16%

Holding current value

$1.95 Million

Previous $1.7 Million 14.05%

% of portfolio

0.54%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$96.64 - $101.23 $311,084 - $325,859	3,219 Added 19.16%	20,021 $1.94 Million
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

2,004

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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