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 4,448 shares of AGG stock, worth $444,622. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,448
Previous 4,248 4.71%
Holding current value
$444,622
Previous $416,000 3.61%
% of portfolio
0.14%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


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

Track Aries Wealth Management Portfolio

Follow Aries Wealth Management 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 Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.