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

Bkm Wealth Management, LLC

$208 Billion
Q2 2024

A detailed history of Bkm Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 16,574 shares of AGG stock, worth $1.66 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

16,574

Previous 13,369 23.97%

Holding current value

$1.66 Million

Previous $1.31 Billion 22.87%

% of portfolio

0.77%

Previous 0.56%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$95.11 - $97.92 $304,827 - $313,833	3,205 Added 23.97%	16,574 $1.61 Billion
Q1 2024 Apr 18, 2024	BUY	$96.75 - $99.37 $443,598 - $455,611	4,585 Added 52.2%	13,369 $1.31 Billion
Q4 2023 Jan 10, 2024	BUY	$91.67 - $99.66 $805,229 - $875,413	8,784 New	8,784 $872 Million

Others Institutions Holding AGG

# of Institutions

1,920

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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