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

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 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 6,575 shares of AGG stock, worth $642,377. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,575
Previous 16,468 60.07%
Holding current value
$642,377
Previous $1.67 Billion 61.8%
% of portfolio
0.26%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$96.64 - $101.23 $956,059 - $1 Million
-9,893 Reduced 60.07%
6,575 $637 Million
Q3 2024

Oct 23, 2024
SELL
$96.25 - $101.98 $10,202 - $10,809
-106 Reduced 0.64%
16,468 $1.67 Billion
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
2,094
Shares Held
1.22B
Call Options Held
128K
Put Options Held
205K
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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