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

Evermay Wealth Management LLC

$654 Million
Q4 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 17,408 shares of AGG stock, worth $1.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

17,408

Previous 22,332 22.05%

Holding current value

$1.7 Million

Previous $2.26 Million 25.43%

% of portfolio

0.26%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$96.64 - $101.23 $475,855 - $498,456	-4,924 Reduced 22.05%	17,408 $1.69 Million
Q3 2024 Oct 25, 2024	SELL	$96.25 - $101.98 $3.06 Million - $3.24 Million	-31,766 Reduced 58.72%	22,332 $2.26 Million
Q2 2024 Aug 01, 2024	SELL	$95.11 - $97.92 $72,378 - $74,517	-761 Reduced 1.39%	54,098 $5.25 Million
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	$99.01 - $106.84 $1.77 Million - $1.92 Million	-17,927 Reduced 99.79%	37 $4,000
Q1 2022 May 16, 2022	BUY	$106.1 - $113.3 $1.91 Million - $2.04 Million	17,964 New	17,964 $1.92 Million

Others Institutions Holding AGG

# of Institutions

2,037

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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