Golden State Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 246,826 shares of AGG stock, worth $24.3 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
246,826
Previous 493,606 50.0%
Holding current value
$24.3 Million
Previous $48.8 Million 49905.29%
% of portfolio
3.63%
Previous 3.67%

Shares

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

Apr 24, 2025
SELL
$95.85 - $99.25 $23.7 Million - $24.5 Million
-246,780 Reduced 50.0%
246,826 $24.4 Billion
Q1 2025

Apr 23, 2025
BUY
$95.85 - $99.25 $24.2 Million - $25 Million
252,335 Added 104.59%
493,606 $48.8 Million
Q4 2024

Jan 28, 2025
SELL
$96.64 - $101.23 $2.83 Million - $2.96 Million
-29,276 Reduced 10.82%
241,271 $23.4 Billion
Q1 2022

May 19, 2022
BUY
$106.1 - $113.3 $844,237 - $901,528
7,957 Added 3.03%
270,547 $29 Million
Q1 2022

May 16, 2022
SELL
$106.1 - $113.3 $2.51 Million - $2.68 Million
-23,694 Reduced 8.28%
262,590 $29.9 Million
Q4 2021

Feb 14, 2022
SELL
$113.45 - $115.33 $908,961 - $924,023
-8,012 Reduced 2.72%
286,284 $32.7 Million
Q3 2021

Nov 15, 2021
BUY
$114.77 - $116.58 $861,463 - $875,049
7,506 Added 2.62%
294,296 $33.8 Million
Q2 2021

Aug 12, 2021
BUY
$113.78 - $115.33 $2.75 Million - $2.79 Million
24,200 Added 9.22%
286,790 $33.1 Million
Q1 2021

May 14, 2021
SELL
$113.42 - $118.04 $45,254 - $47,097
-399 Reduced 0.15%
262,590 $29.9 Million
Q4 2020

Jan 28, 2021
BUY
$117.06 - $118.42 $231,310 - $233,997
1,976 Added 0.76%
262,989 $31.1 Million
Q3 2020

Nov 12, 2020
BUY
$117.95 - $119.63 $30.6 Million - $31 Million
259,164 Added 14016.44%
261,013 $30.8 Million
Q2 2020

Aug 13, 2020
SELL
$114.73 - $118.21 $9.51 Million - $9.8 Million
-82,925 Reduced 97.82%
1,849 $218,000
Q2 2020

Aug 11, 2020
SELL
$114.73 - $118.21 $21.7 Million - $22.4 Million
-189,544 Reduced 69.1%
84,774 $10 Million
Q1 2020

Apr 17, 2020
BUY
$106.57 - $117.86 $27.6 Million - $30.5 Million
258,601 Added 1645.36%
274,318 $31.6 Million
Q4 2019

Feb 13, 2020
BUY
$111.81 - $113.82 $1.76 Million - $1.79 Million
15,717 New
15,717 $1.77 Million

Others Institutions Holding AGG

# of Institutions
2,136
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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