Bennett Associates Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Bennett Associates Wealth Management

  • $111 Billion
  • Q2 2024

A detailed history of Bennett Associates Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bennett Associates Wealth Management holds 38,961 shares of AGG stock, worth $3.94 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
38,961
Previous 37,907 2.78%
Holding current value
$3.94 Million
Previous $3.71 Billion 1.87%
% of portfolio
3.41%
Previous 3.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$95.11 - $97.92 $100,245 - $103,207
1,054 Added 2.78%
38,961 $3.78 Billion
Q1 2024

Apr 22, 2024
BUY
$96.75 - $99.37 $271,093 - $278,434
2,802 Added 7.98%
37,907 $3.71 Billion
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $3.22 Million - $3.5 Million
35,105 New
35,105 $3.48 Billion

Others Institutions Holding AGG

# of Institutions
1,919
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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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