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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 27,558 shares of AGG stock, worth $2.8 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
27,558
Previous 31,841 13.45%
Holding current value
$2.8 Million
Previous $3.12 Billion 14.22%
% of portfolio
0.67%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
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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