Bradley & Co. Private Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $145 Million
  • Q1 2025

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 254 shares of AGG stock, worth $25,095. This represents 0.02% of its overall portfolio holdings.

Number of Shares
254
Previous 254 -0.0%
Holding current value
$25,095
Previous $24,000 4.17%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
SELL
$96.32 - $100.79 $4,623 - $4,837
-48 Reduced 15.89%
254 $25,000
Q4 2022

Feb 13, 2023
SELL
$93.63 - $99.69 $222,745 - $237,162
-2,379 Reduced 88.74%
302 $29,000
Q3 2022

Oct 21, 2022
SELL
$95.54 - $104.23 $4,585 - $5,003
-48 Reduced 1.76%
2,681 $259,000
Q2 2022

Jul 25, 2022
SELL
$99.01 - $106.84 $66,930 - $72,223
-676 Reduced 19.85%
2,729 $278,000
Q1 2022

May 06, 2022
SELL
$106.1 - $113.3 $484,877 - $517,781
-4,570 Reduced 57.3%
3,405 $364,000
Q4 2021

Jan 21, 2022
BUY
$113.45 - $115.33 $118,441 - $120,404
1,044 Added 15.06%
7,975 $910,000
Q3 2021

Nov 05, 2021
BUY
$114.77 - $116.58 $435,093 - $441,954
3,791 Added 120.73%
6,931 $0
Q2 2021

Aug 09, 2021
SELL
$113.78 - $115.33 $75,094 - $76,117
-660 Reduced 17.37%
3,140 $362,000
Q1 2021

May 12, 2021
BUY
$113.42 - $118.04 $430,996 - $448,552
3,800 New
3,800 $432,000

Others Institutions Holding AGG

# of Institutions
2,167
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
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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