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 20,161 shares of AGG stock, worth $1.95 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
20,161
Previous 20,732 2.75%
Holding current value
$1.95 Million
Previous $2.01 Million 1.44%
% of portfolio
0.73%
Previous 0.77%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$96.25 - $101.98 $54,958 - $58,230
-571 Reduced 2.75%
20,161 $2.04 Million
Q2 2024

Aug 09, 2024

SELL
$95.11 - $97.92 $9,891 - $10,183
-104 Reduced 0.5%
20,732 $2.01 Million
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
$93.63 - $99.69 $2.36 Million - $2.51 Million
25,193 New
25,193 $2.44 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Financial Network Wealth Management LLC Portfolio

Follow Financial Network Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Network Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Network Wealth Management LLC with notifications on news.