Destiny Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 2,119 shares of AGG stock, worth $207,111. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,119
Previous 2,103 0.76%
Holding current value
$207,111
Previous $204,000 4.9%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$96.25 - $101.98 $1,540 - $1,631
16 Added 0.76%
2,119 $214,000
Q4 2023

Jan 19, 2024
BUY
$91.67 - $99.66 $192,782 - $209,584
2,103 New
2,103 $208,000
Q2 2023

Jul 26, 2023
SELL
$97.49 - $100.53 $1,949 - $2,010
-20 Reduced 0.94%
2,103 $205,000
Q1 2023

Apr 26, 2023
BUY
$96.32 - $100.79 $128,009 - $133,949
1,329 Added 167.38%
2,123 $211,000
Q4 2022

Jan 26, 2023
BUY
$93.63 - $99.69 $74,342 - $79,153
794 New
794 $0
Q1 2022

Apr 21, 2022
SELL
$106.1 - $113.3 $25,145 - $26,852
-237 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$113.45 - $115.33 $26,887 - $27,333
237 New
237 $27,000

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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