Benchmark Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Benchmark Wealth Management, LLC

  • $183 Million
  • Q1 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 3,938 shares of AGG stock, worth $382,340. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,938
Previous 3,526 11.68%
Holding current value
$382,340
Previous $349,000 10.32%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Apr 08, 2024
BUY
$96.75 - $99.37 $39,861 - $40,940
412 Added 11.68%
3,938 $385,000
Q4 2023

Jan 19, 2024
SELL
$91.67 - $99.66 $323,228 - $351,401
-3,526 Reduced 50.0%
3,526 $349,000
Q4 2022

Feb 07, 2023
BUY
$94.17 - $99.69 $379,128 - $401,351
4,026 Added 133.05%
7,052 $683,000
Q3 2022

Oct 13, 2022
BUY
N/A
3,026 New
3,026 $292,000

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
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