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

Core Wealth Management, Inc.

$256 Billion
Q4 2024

A detailed history of Core Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Core Wealth Management, Inc. holds 120,049 shares of AGG stock, worth $11.8 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

120,049

Previous 2,363 4980.36%

Holding current value

$11.8 Million

Previous $229 Million 4971.48%

% of portfolio

4.55%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$96.64 - $101.23 $11.4 Million - $11.9 Million	117,686 Added 4980.36%	120,049 $11.6 Billion
Q2 2024 Jul 25, 2024	BUY	$95.11 - $97.92 $224,744 - $231,384	2,363 New	2,363 $229 Million
Q4 2023 Feb 02, 2024	BUY	$91.67 - $99.66 $8.77 Million - $9.54 Million	95,694 New	95,694 $9.5 Billion
Q2 2023 Jul 17, 2023	SELL	$97.49 - $100.53 $717,233 - $739,599	-7,357 Reduced 73.04%	2,716 $266 Million
Q1 2023 Apr 17, 2023	SELL	$96.32 - $100.79 $299,940 - $313,860	-3,114 Reduced 23.61%	10,073 $1 Billion
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $1.23 Million - $1.31 Million	13,187 New	13,187 $1.28 Million

Others Institutions Holding AGG

# of Institutions

2,119

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Core Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History