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

Financial Network Wealth Management LLC

$211 Million
Q1 2024

A detailed history of Financial Network Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial Network Wealth Management LLC holds 20,836 shares of AGG stock, worth $2.05 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

20,836

Previous 21,185 1.65%

Holding current value

$2.05 Million

Previous $2.1 Million 4.61%

% of portfolio

0.95%

Previous 0.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$96.75 - $99.37 $33,765 - $34,680	-349 Reduced 1.65%	20,836 $2.01 Million
Q4 2023 Jan 09, 2024	SELL	$91.67 - $99.66 $199,748 - $217,159	-2,179 Reduced 9.33%	21,185 $2.1 Million
Q3 2023 Nov 02, 2023	BUY	$93.85 - $98.43 $77,332 - $81,106	824 Added 3.66%	23,364 $2.18 Million
Q2 2023 Jul 31, 2023	SELL	$97.49 - $100.53 $74,677 - $77,005	-766 Reduced 3.29%	22,540 $2.21 Million
Q1 2023 May 04, 2023	SELL	$96.32 - $100.79 $181,755 - $190,190	-1,887 Reduced 7.49%	23,306 $2.32 Million

Q4 2022 Feb 09, 2023	BUY	$94.17 - $99.69 $2.37 Million - $2.51 Million	25,193 New	25,193 $2.44 Million

Others Institutions Holding AGG

# of Institutions

1,877

Shares Held

958M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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