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

Bkm Wealth Management, LLC

$243 Billion
Q1 2025

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 5,299 shares of AGG stock, worth $524,548. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,299

Previous 6,575 19.41%

Holding current value

$524,548

Previous $637 Million 17.73%

% of portfolio

0.22%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$95.85 - $99.25 $122,304 - $126,643	-1,276 Reduced 19.41%	5,299 $524 Million
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

2,154

Shares Held

1.24B

Call Options Held

99.7K

Put Options Held

30.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Account

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