Insight Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Insight Wealth Partners, LLC

  • $723 Million
  • Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 4,766 shares of AGG stock, worth $468,736. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,766
Previous 3,173 50.2%
Holding current value
$468,736
Previous $321,000 43.61%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $153,947 - $161,259
1,593 Added 50.2%
4,766 $461,000
Q3 2024

Nov 13, 2024
BUY
$96.25 - $101.98 $305,401 - $323,582
3,173 New
3,173 $321,000

Others Institutions Holding AGG

# of Institutions
2,119
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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