Lake Point Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lake Point Wealth Management holds 1,548 shares of AGG stock, worth $151,239. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,548
Previous 4,988 68.97%
Holding current value
$151,239
Previous $534,000 70.6%
% of portfolio
0.09%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
SELL
$99.01 - $106.84 $340,594 - $367,529
-3,440 Reduced 68.97%
1,548 $157,000
Q1 2022

May 17, 2022
SELL
$106.1 - $113.3 $589,067 - $629,041
-5,552 Reduced 52.68%
4,988 $534,000
Q4 2021

Feb 23, 2022
BUY
$113.45 - $115.33 $36,871 - $37,482
325 Added 3.18%
10,540 $1.2 Million
Q3 2021

Oct 21, 2021
SELL
$114.77 - $116.58 $12,165 - $12,357
-106 Reduced 1.03%
10,215 $1.17 Million
Q2 2021

Aug 04, 2021
SELL
$113.78 - $115.33 $9.77 Million - $9.9 Million
-85,851 Reduced 89.27%
10,321 $1.19 Million
Q1 2020

May 18, 2020
BUY
$106.57 - $117.86 $624,180 - $690,306
5,857 Added 6.49%
96,172 $11.1 Million
Q4 2019

Feb 13, 2020
BUY
$111.81 - $113.82 $1.07 Million - $1.09 Million
9,592 Added 11.88%
90,315 $10.1 Million
Q1 2019

Aug 07, 2019
BUY
N/A
59,048 Added 272.42%
80,723 $8.99 Million
Q1 2019

Jun 03, 2019
BUY
N/A
581 Added 2.75%
21,675 $2.24 Million
Q4 2018

Aug 07, 2019
SELL
N/A
-581 Reduced 2.68%
21,094 $2.25 Million
Q4 2018

Feb 21, 2019
BUY
N/A
21,675 New
21,675 $2.24 Million

Others Institutions Holding AGG

# of Institutions
2,094
Shares Held
1.22B
Call Options Held
128K
Put Options Held
205K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email