Ledge Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 263,211 shares of AGG stock, worth $25.7 Million. This represents 10.16% of its overall portfolio holdings.

Number of Shares

263,211

Previous 159,873 64.64%

Holding current value

$25.7 Million

Previous $15 Million 73.76%

% of portfolio

10.16%

Previous 6.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $9.47 Million - $10.3 Million	103,338 Added 64.64%	263,211 $26.1 Million
Q3 2023 Oct 23, 2023	BUY	$93.85 - $98.43 $335,983 - $352,379	3,580 Added 2.29%	159,873 $15 Million
Q2 2023 Jul 11, 2023	BUY	$97.49 - $100.53 $157,641 - $162,557	1,617 Added 1.05%	156,293 $15.3 Million
Q1 2023 Apr 14, 2023	BUY	$96.32 - $100.79 $1.29 Million - $1.35 Million	13,403 Added 9.49%	154,676 $15.4 Million
Q4 2022 Feb 02, 2023	BUY	$93.63 - $99.69 $9.86 Million - $10.5 Million	105,343 Added 293.19%	141,273 $13.7 Million
Q3 2022 Oct 18, 2022	BUY	$95.54 - $104.23 $3.43 Million - $3.74 Million	35,930 New	35,930 $3.46 Million

Others Institutions Holding AGG

# of Institutions

1,932

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Ledge Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History