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

Lake Hills Wealth Management, LLC

$149 Million
Q3 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 102,000 shares of AGG stock, worth $9.89 Million. This represents 6.92% of its overall portfolio holdings.

Number of Shares

102,000

Previous 104,271 2.18%

Holding current value

$9.89 Million

Previous $10.1 Million 2.06%

% of portfolio

6.92%

Previous 7.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$96.25 - $101.98 $218,583 - $231,596	-2,271 Reduced 2.18%	102,000 $10.3 Million
Q2 2024 Jul 09, 2024	BUY	$95.11 - $97.92 $5.95 Million - $6.12 Million	62,515 Added 149.72%	104,271 $10.1 Million
Q1 2024 Apr 04, 2024	BUY	$96.75 - $99.37 $4.04 Million - $4.15 Million	41,756 New	41,756 $4.09 Million
Q2 2022 Jul 25, 2022	SELL	$99.01 - $106.84 $2.91 Million - $3.14 Million	-29,410 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$106.1 - $113.3 $129,760 - $138,565	1,223 Added 4.34%	29,410 $3.15 Million
Q4 2021 Jan 10, 2022	BUY	$113.45 - $115.33 $3.2 Million - $3.25 Million	28,187 New	28,187 $3.22 Million

Others Institutions Holding AGG

# of Institutions

1,969

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

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 Lake Hills Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Hills Wealth Management, LLC with notifications on news.

Account

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