Evergreen Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Evergreen Wealth Solutions, LLC

  • $135 Million
  • Q1 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 99,016 shares of AGG stock, worth $9.61 Million. This represents 7.19% of its overall portfolio holdings.

Number of Shares
99,016
Previous 49,248 101.06%
Holding current value
$9.61 Million
Previous $4.89 Million 98.42%
% of portfolio
7.19%
Previous 4.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $4.82 Million - $4.95 Million
49,768 Added 101.06%
99,016 $9.7 Million
Q4 2023

Feb 07, 2024
BUY
$91.67 - $99.66 $484,934 - $527,201
5,290 Added 12.03%
49,248 $4.89 Million
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $437,716 - $459,077
4,664 Added 11.87%
43,958 $4.13 Million
Q2 2023

Aug 11, 2023
BUY
$97.49 - $100.53 $2.25 Million - $2.32 Million
23,089 Added 142.48%
39,294 $3.85 Million
Q1 2023

May 12, 2023
SELL
$96.32 - $100.79 $3,852 - $4,031
-40 Reduced 0.25%
16,205 $1.62 Million
Q4 2022

Feb 14, 2023
BUY
$94.17 - $99.69 $138,241 - $146,344
1,468 Added 9.93%
16,245 $1.58 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,025 Reduced 6.49%
14,777 $1.42 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-39,789 Reduced 71.57%
15,802 $1.61 Million
Q1 2022

Apr 22, 2022
SELL
N/A
-71 Reduced 0.13%
55,591 $5.95 Million
Q4 2021

Jan 19, 2022
BUY
N/A
55,662 New
55,662 $6.35 Million

Others Institutions Holding AGG

# of Institutions
1,869
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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