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

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hb Wealth Management, LLC holds 48,446 shares of AGG stock, worth $4.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
48,446
Previous 59,098 18.02%
Holding current value
$4.7 Million
Previous $5.87 Million 19.11%
% of portfolio
0.06%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$96.75 - $99.37 $1.03 Million - $1.06 Million
-10,652 Reduced 18.02%
48,446 $4.74 Million
Q4 2023

Jan 16, 2024
BUY
$91.67 - $99.66 $3.86 Million - $4.19 Million
42,076 Added 247.19%
59,098 $5.87 Million
Q3 2023

Oct 13, 2023
BUY
$93.85 - $98.43 $166,396 - $174,516
1,773 Added 11.63%
17,022 $1.6 Million
Q2 2023

Jul 13, 2023
SELL
$97.49 - $100.53 $227,834 - $234,938
-2,337 Reduced 13.29%
15,249 $1.49 Million
Q1 2023

Apr 13, 2023
BUY
$96.32 - $100.79 $100,847 - $105,527
1,047 Added 6.33%
17,586 $1.75 Million
Q4 2022

Jan 20, 2023
SELL
$94.17 - $99.69 $623,970 - $660,545
-6,626 Reduced 28.6%
16,539 $0
Q3 2022

Oct 19, 2022
BUY
N/A
8,413 Added 57.03%
23,165 $2.23 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-558 Reduced 3.64%
14,752 $1.5 Million
Q1 2022

May 16, 2022
BUY
N/A
2,470 Added 19.24%
15,310 $1.64 Million
Q4 2021

Feb 15, 2022
BUY
N/A
12,840 New
12,840 $1.47 Million

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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