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

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 26,713 shares of AGG stock, worth $2.61 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

26,713

Previous 27,597 3.2%

Holding current value

$2.61 Million

Previous $2.79 Billion 7.38%

% of portfolio

0.64%

Previous 0.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $85,429 - $89,487	-884 Reduced 3.2%	26,713 $2.59 Billion
Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $3,753 - $3,977	39 Added 0.14%	27,597 $2.79 Billion
Q2 2024 Aug 06, 2024	SELL	$95.11 - $97.92 $407,356 - $419,391	-4,283 Reduced 13.45%	27,558 $2.68 Billion
Q1 2024 May 01, 2024	SELL	$96.75 - $99.37 $71,691 - $73,633	-741 Reduced 2.27%	31,841 $3.12 Billion
Q4 2023 Feb 06, 2024	BUY	$91.67 - $99.66 $623,264 - $677,588	6,799 Added 26.37%	32,582 $3.23 Billion
Q3 2023 Nov 14, 2023	BUY	$93.85 - $98.43 $188,920 - $198,139	2,013 Added 8.47%	25,783 $2.42 Billion
Q2 2023 Aug 09, 2023	BUY	$97.49 - $100.53 $2.32 Million - $2.39 Million	23,770 New	23,770 $2.33 Billion

Others Institutions Holding AGG

# of Institutions

2,013

Shares Held

1.07B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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