Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Core U.S. Aggregate Bo Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 468,671 shares of AGG stock, worth $45.3 Million. This represents 16.99% of its overall portfolio holdings.

Number of Shares
468,671
Previous 106,657 339.42%
Holding current value
$45.3 Million
Previous $10 Million 363.77%
% of portfolio
16.99%
Previous 4.48%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024
BUY
$91.67 - $99.66 $33.2 Million - $36.1 Million
362,014 Added 339.42%
468,671 $46.5 Million
Q3 2023

Oct 10, 2023
BUY
$93.85 - $98.43 $9.21 Million - $9.66 Million
98,152 Added 1154.05%
106,657 $10 Million
Q2 2023

Jul 11, 2023
BUY
$97.49 - $100.53 $465,807 - $480,332
4,778 Added 128.2%
8,505 $833,000
Q1 2023

Apr 04, 2023
SELL
$96.32 - $100.79 $33,037 - $34,570
-343 Reduced 8.43%
3,727 $371,000
Q4 2022

Jan 03, 2023
SELL
$93.63 - $99.69 $19,287 - $20,536
-206 Reduced 4.82%
4,070 $395,000
Q3 2022

Oct 03, 2022
SELL
$95.54 - $104.23 $9,649 - $10,527
-101 Reduced 2.31%
4,276 $412,000
Q2 2022

Jul 01, 2022
BUY
$99.01 - $106.84 $179,406 - $193,594
1,812 Added 70.64%
4,377 $445,000
Q1 2022

Apr 01, 2022
BUY
$106.1 - $113.3 $83,394 - $89,053
786 Added 44.18%
2,565 $275,000
Q4 2021

Jan 03, 2022
BUY
$113.45 - $115.33 $201,827 - $205,172
1,779 New
1,779 $203,000

Others Institutions Holding AGG

# of Institutions
1,970
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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