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

Legacy Wealth Management, Inc

$1.5 Billion
Q1 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 36,454 shares of AGG stock, worth $3.58 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

36,454

Previous 34,819 4.7%

Holding current value

$3.58 Million

Previous $3.37 Million 6.91%

% of portfolio

0.24%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$95.85 - $99.25 $156,714 - $162,273	1,635 Added 4.7%	36,454 $3.61 Million
Q4 2024 Jan 21, 2025	SELL	$96.64 - $101.23 $356,988 - $373,943	-3,694 Reduced 9.59%	34,819 $3.37 Million
Q3 2024 Oct 24, 2024	SELL	$96.25 - $101.98 $179,987 - $190,702	-1,870 Reduced 4.63%	38,513 $3.9 Million
Q2 2024 Jul 12, 2024	BUY	$95.11 - $97.92 $251,565 - $258,998	2,645 Added 7.01%	40,383 $3.92 Million
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $3.46 Million - $3.76 Million	37,738 New	37,738 $3.75 Million

Others Institutions Holding AGG

# of Institutions

2,168

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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 Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Account

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