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 118,226 shares of AGG stock, worth $11.9 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
118,226
Previous 8,845 1236.64%
Holding current value
$11.9 Million
Previous $866,000 1225.17%
% of portfolio
3.39%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


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