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

Brown Wealth Management, LLC

  • $322 Billion
  • Q2 2025

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 4,626 shares of AGG stock, worth $457,696. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,626
Previous 4,626 -0.0%
Holding current value
$457,696
Previous $458 Million 0.28%
% of portfolio
0.14%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$95.85 - $99.25 $25,016 - $25,904
261 Added 5.98%
4,626 $458 Million
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
2,156
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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