Balanced Wealth Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 2024

A detailed history of Balanced Wealth Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Balanced Wealth Group LLC holds 17,184 shares of AGG stock, worth $1.67 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
17,184
Previous 71,569 75.99%
Holding current value
$1.67 Million
Previous $7.1 Billion 76.67%
% of portfolio
0.74%
Previous 3.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$96.75 - $99.37 $5.26 Million - $5.4 Million
-54,385 Reduced 75.99%
17,184 $1.66 Billion
Q4 2023

Feb 06, 2024
BUY
$91.67 - $99.66 $6.56 Million - $7.13 Million
71,569 New
71,569 $7.1 Billion

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group 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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email