A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 56,718 shares of AGG stock, worth $5.55 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
56,718
Previous 52,852 7.31%
Holding current value
$5.55 Million
Previous $5.25 Million 5.89%
% of portfolio
3.47%
Previous 3.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$96.75 - $99.37 $374,035 - $384,164
3,866 Added 7.31%
56,718 $5.55 Million
Q4 2023

Jan 05, 2024

SELL
$91.67 - $99.66 $115,045 - $125,073
-1,255 Reduced 2.32%
52,852 $5.25 Million
Q3 2023

Oct 04, 2023

BUY
$93.85 - $98.43 $1.4 Million - $1.47 Million
14,905 Added 38.02%
54,107 $5.09 Million
Q2 2023

Jul 17, 2023

BUY
$97.49 - $100.53 $493,689 - $509,083
5,064 Added 14.83%
39,202 $3.84 Million
Q1 2023

Apr 06, 2023

BUY
$96.32 - $100.79 $8,957 - $9,373
93 Added 0.27%
34,138 $3.4 Million
Q4 2022

Jan 09, 2023

BUY
$93.63 - $99.69 $252,520 - $268,863
2,697 Added 8.6%
34,045 $0
Q3 2022

Oct 07, 2022

BUY
$95.54 - $104.23 $1.92 Million - $2.1 Million
20,123 Added 179.27%
31,348 $3.02 Million
Q2 2022

Jul 06, 2022

BUY
$99.01 - $106.84 $1.02 Million - $1.11 Million
10,343 Added 1172.68%
11,225 $1.14 Million
Q1 2022

Apr 12, 2022

BUY
$106.1 - $113.3 $93,580 - $99,930
882 New
882 $94,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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