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

Cahill Wealth Management, LLC

  • $194 Million
  • Q3 2024

A detailed history of Cahill Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 26,974 shares of AGG stock, worth $2.64 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
26,974
Previous 30,230 10.77%
Holding current value
$2.64 Million
Previous $2.93 Million 6.92%
% of portfolio
1.41%
Previous 1.75%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$96.25 - $101.98 $313,390 - $332,046
-3,256 Reduced 10.77%
26,974 $2.73 Million
Q2 2024

Aug 13, 2024
BUY
$95.11 - $97.92 $109,756 - $112,999
1,154 Added 3.97%
30,230 $2.93 Million
Q1 2024

May 10, 2024
SELL
$96.75 - $99.37 $145,995 - $149,949
-1,509 Reduced 4.93%
29,076 $2.85 Million
Q4 2023

Jan 29, 2024
BUY
$91.67 - $99.66 $323,136 - $351,301
3,525 Added 13.03%
30,585 $3.04 Million
Q3 2023

Oct 31, 2023
SELL
$93.85 - $98.43 $48,426 - $50,789
-516 Reduced 1.87%
27,060 $2.54 Million
Q2 2023

Aug 11, 2023
BUY
$97.49 - $100.53 $286,913 - $295,859
2,943 Added 11.95%
27,576 $2.7 Million
Q1 2023

May 08, 2023
BUY
$96.32 - $100.79 $97,764 - $102,301
1,015 Added 4.3%
24,633 $2.45 Million
Q4 2022

Feb 14, 2023
SELL
$93.63 - $99.69 $1.19 Million - $1.26 Million
-12,670 Reduced 34.92%
23,618 $2.29 Million
Q3 2022

Nov 10, 2022
SELL
$95.54 - $104.23 $76,909 - $83,905
-805 Reduced 2.17%
36,288 $3.5 Million
Q2 2022

Aug 15, 2022
SELL
$99.01 - $106.84 $29,207 - $31,517
-295 Reduced 0.79%
37,093 $3.77 Million
Q1 2022

May 10, 2022
BUY
$106.1 - $113.3 $3.97 Million - $4.24 Million
37,388 New
37,388 $4 Million

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Cahill Wealth Management, LLC Portfolio

Follow Cahill Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cahill Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email