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

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brown Wealth Management, LLC holds 4,365 shares of AGG stock, worth $427,857. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,365
Previous 4,356 0.21%
Holding current value
$427,857
Previous $441 Million 4.12%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Feb 13, 2025
BUY
$96.64 - $101.23 $869 - $911
9 Added 0.21%
4,365 $423 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $419,265 - $444,224
4,356 New
4,356 $441 Million
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $382,550 - $394,479
3,924 New
3,924 $384 Million

Others Institutions Holding AGG

# of Institutions
2,110
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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