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

Core Wealth Management, Inc.

  • $246 Billion
  • Q2 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 2,363 shares of AGG stock, worth $238,757. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,363
Holding current value
$238,757
% of portfolio
0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,919
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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