Genesis Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Genesis Wealth Advisors, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 7,993 shares of AGG stock, worth $788,589. This represents 0.64% of its overall portfolio holdings.

Number of Shares
7,993
Previous 8,687 7.99%
Holding current value
$788,589
Previous $842 Million 6.07%
% of portfolio
0.64%
Previous 0.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$95.85 - $99.25 $66,519 - $68,879
-694 Reduced 7.99%
7,993 $791 Million
Q4 2024

Feb 04, 2025
BUY
$96.64 - $101.23 $839,511 - $879,385
8,687 New
8,687 $842 Million

Others Institutions Holding AGG

# of Institutions
2,168
Shares Held
1.26B
Call Options Held
110K
Put Options Held
10.2K
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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