High Note Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

High Note Wealth, LLC

  • $307 Million
  • Q1 2024

A detailed history of High Note Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, High Note Wealth, LLC holds 2,234 shares of AGG stock, worth $217,993. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,234
Holding current value
$217,993
% of portfolio
0.07%

Shares

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

May 01, 2024
BUY
$96.75 - $99.37 $216,139 - $221,992
2,234 New
2,234 $218,000
Q2 2022

Aug 10, 2022
BUY
N/A
1,397 Added 58.7%
3,777 $384,000
Q4 2021

Jan 31, 2022
SELL
N/A
-140 Reduced 5.56%
2,380 $271,000
Q3 2021

Oct 28, 2021
SELL
N/A
-345 Reduced 12.04%
2,520 $289,000
Q2 2021

Aug 04, 2021
SELL
N/A
-1,154 Reduced 28.71%
2,865 $330,000
Q4 2020

Feb 01, 2021
BUY
N/A
4,019 New
4,019 $475,000

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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