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

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 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 358,143 shares of AGG stock, worth $35 Million. This represents 7.32% of its overall portfolio holdings.

Number of Shares

358,143

Previous 261,308 37.06%

Holding current value

$35 Million

Previous $25.4 Million 42.99%

% of portfolio

7.32%

Previous 5.56%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,933

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