Kathleen S. Wright Associates Inc. Ishares Core U.S. Aggregate Bo Transaction History

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,180 shares of AGG stock, worth $116,383. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,180

Previous 1,000 18.0%

Holding current value

$116,383

Previous $96,000 20.83%

% of portfolio

0.05%

Previous 0.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$95.85 - $99.25 $17,253 - $17,865	180 Added 18.0%	1,180 $116,000
Q3 2024 Oct 11, 2024	BUY	$96.25 - $101.98 $96,250 - $101,980	1,000 New	1,000 $101,000

Others Institutions Holding AGG

# of Institutions

2,173

Shares Held

1.28B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Kathleen S. Wright Associates Inc. Ishares Core U.S. Aggregate Bo Transaction History