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

Evermay Wealth Management LLC

  • $661 Million
  • Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evermay Wealth Management LLC holds 54,859 shares of AGG stock, worth $5.35 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
54,859
Previous 25 219336.0%
Holding current value
$5.35 Million
Previous $2,000 268500.0%
% of portfolio
0.81%
Previous 0.0%

Shares

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

May 13, 2024
BUY
$96.75 - $99.37 $5.31 Million - $5.45 Million
54,834 Added 219336.0%
54,859 $5.37 Million
Q4 2023

Feb 09, 2024
BUY
$91.67 - $99.66 $2,291 - $2,491
25 New
25 $2,000
Q2 2022

Aug 15, 2022
SELL
N/A
-17,927 Reduced 99.79%
37 $4,000
Q1 2022

May 16, 2022
BUY
N/A
17,964 New
17,964 $1.92 Million

Others Institutions Holding AGG

# of Institutions
1,872
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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