Brady Family Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Brady Family Wealth, LLC

$333 Billion
Q3 2024

A detailed history of Brady Family Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brady Family Wealth, LLC holds 10,598 shares of AGG stock, worth $1.04 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,598

Previous 10,598 -0.0%

Holding current value

$1.04 Million

Previous $1.03 Billion 4.33%

% of portfolio

0.32%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$96.75 - $99.37 $14,802 - $15,203	153 Added 1.46%	10,598 $1.04 Billion
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $578,162 - $628,555	6,307 Added 152.42%	10,445 $1.04 Billion
Q3 2023 Oct 27, 2023	BUY	$93.85 - $98.43 $52,086 - $54,628	555 Added 15.49%	4,138 $389 Million
Q2 2023 Jul 19, 2023	SELL	$97.49 - $100.53 $8,286 - $8,545	-85 Reduced 2.32%	3,583 $351 Million
Q1 2023 May 05, 2023	SELL	$96.32 - $100.79 $8,476 - $8,869	-88 Reduced 2.34%	3,668 $365 Million
Q4 2022 Apr 10, 2023	BUY	$93.63 - $99.69 $351,674 - $374,435	3,756 New	3,756 $364 Million

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Brady Family Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History