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

Lineweaver Wealth Advisors, LLC

$505 Million
Q4 2024

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 236,606 shares of AGG stock, worth $23.2 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

236,606

Previous 358,143 33.94%

Holding current value

$23.2 Million

Previous $36.3 Million 36.79%

% of portfolio

4.54%

Previous 7.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $11.7 Million - $12.3 Million	-121,537 Reduced 33.94%	236,606 $22.9 Million
Q3 2024 Oct 24, 2024	BUY	$96.25 - $101.98 $9.32 Million - $9.88 Million	96,835 Added 37.06%	358,143 $36.3 Million
Q2 2024 Aug 01, 2024	BUY	$95.11 - $97.92 $18.2 Million - $18.7 Million	190,914 Added 271.21%	261,308 $25.4 Million
Q1 2024 Apr 30, 2024	BUY	$96.75 - $99.37 $232,103 - $238,388	2,399 Added 3.53%	70,394 $6.89 Million
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $6.23 Million - $6.78 Million	67,995 New	67,995 $6.75 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

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