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

Core Wealth Management, Inc.

$261 Billion
Q1 2025

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 29,320 shares of AGG stock, worth $2.9 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

29,320

Previous 120,049 75.58%

Holding current value

$2.9 Million

Previous $11.6 Billion 75.07%

% of portfolio

1.11%

Previous 4.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $8.7 Million - $9 Million	-90,729 Reduced 75.58%	29,320 $2.9 Billion
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

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

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