Epg Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Epg Wealth Management LLC

$379 Billion
Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Epg Wealth Management LLC holds 38 shares of AGG stock, worth $3,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 38 -0.0%

Holding current value

$3,751

Previous $3.85 Million 4.31%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$96.25 - $101.98 $3,657 - $3,875	38 New	38 $3.85 Million
Q2 2024 Aug 13, 2024	SELL	$95.11 - $97.92 $3,614 - $3,720	-38 Closed	0 $0
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $3,483 - $3,787	38 New	38 $3,000
Q2 2023 Aug 15, 2023	BUY	$97.49 - $100.53 $5,751 - $5,931	59 New	59 $5,000
Q1 2022 May 10, 2022	SELL	$106.1 - $113.3 $23,872 - $25,492	-225 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$113.45 - $115.33 $113 - $115	1 Added 0.45%	225 $26,000
Q3 2021 Nov 15, 2021	BUY	$114.77 - $116.58 $25,708 - $26,113	224 New	224 $26,000
Q2 2020 Aug 06, 2020	SELL	$114.73 - $118.21 $27,994 - $28,843	-244 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$106.57 - $117.86 $11,402 - $12,611	-107 Reduced 30.48%	244 $28,000
Q4 2019 Feb 14, 2020	BUY	$111.81 - $113.82 $39,245 - $39,950	351 New	351 $39,000

Others Institutions Holding AGG

# of Institutions

2,139

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Epg Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History