Kingswood Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 59,934 shares of AGG stock, worth $5.87 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

59,934

Previous 53,281 12.49%

Holding current value

$5.87 Million

Previous $5.4 Billion 7.62%

% of portfolio

0.44%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$96.64 - $101.23 $642,945 - $673,483	6,653 Added 12.49%	59,934 $5.81 Billion
Q3 2024 Oct 21, 2024	BUY	$96.25 - $101.98 $2.08 Million - $2.2 Million	21,601 Added 68.18%	53,281 $5.4 Billion
Q2 2024 Jul 09, 2024	BUY	$95.11 - $97.92 $565,904 - $582,624	5,950 Added 23.12%	31,680 $3.08 Billion
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $882,456 - $906,353	9,121 Added 54.92%	25,730 $2.52 Billion
Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $458,350 - $498,300	5,000 Added 43.07%	16,609 $1.65 Billion
Q3 2023 Oct 23, 2023	BUY	$93.85 - $98.43 $583,653 - $612,136	6,219 Added 115.38%	11,609 $1.09 Billion
Q2 2023 Aug 09, 2023	BUY	$97.49 - $100.53 $525,471 - $541,856	5,390 New	5,390 $528 Million

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History