Buck Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History

Buck Wealth Strategies, LLC

$317 Million
Q3 2024

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 110,543 shares of AGG stock, worth $10.7 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

110,543

Previous 118,226 6.5%

Holding current value

$10.7 Million

Previous $11.5 Million 2.46%

% of portfolio

3.53%

Previous 3.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$96.25 - $101.98 $739,488 - $783,512	-7,683 Reduced 6.5%	110,543 $11.2 Million
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $10.4 Million - $10.7 Million	109,381 Added 1236.64%	118,226 $11.5 Million
Q1 2024 May 03, 2024	SELL	$96.75 - $99.37 $7.83 Million - $8.04 Million	-80,947 Reduced 90.15%	8,845 $866,000
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $1.75 Million - $1.9 Million	19,073 Added 26.97%	89,792 $8.91 Million
Q3 2023 Nov 06, 2023	BUY	$93.85 - $98.43 $384,878 - $403,661	4,101 Added 6.16%	70,719 $6.65 Million
Q3 2022 Oct 30, 2023	BUY	$95.54 - $104.23 $6.36 Million - $6.94 Million	66,618 New	66,618 $6.26 Billion

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.

Account

Buck Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History