Lji Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lji Wealth Management, LLC

$452 Billion
Q2 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lji Wealth Management, LLC holds 5,012 shares of AGG stock, worth $506,412. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,012

Previous 5,955 15.84%

Holding current value

$506,412

Previous $583 Million 16.58%

% of portfolio

0.11%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$95.11 - $97.92 $89,688 - $92,338	-943 Reduced 15.84%	5,012 $487 Million
Q1 2024 May 15, 2024	BUY	$96.75 - $99.37 $39,280 - $40,344	406 Added 7.32%	5,955 $583 Million
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $126,687 - $137,730	-1,382 Reduced 19.94%	5,549 $551 Million
Q3 2023 Feb 02, 2024	SELL	$93.85 - $98.43 $23.6 Million - $24.8 Million	-251,744 Reduced 97.32%	6,931 $652 Million
Q2 2023 Feb 02, 2024	BUY	$97.49 - $100.53 $24.8 Million - $25.6 Million	254,853 Added 6668.05%	258,675 $647 Million
Q1 2023 Feb 02, 2024	BUY	$96.32 - $100.79 $1,059 - $1,108	11 Added 0.29%	3,822 $381 Million
Q4 2022 Jan 02, 2024	BUY	$93.63 - $99.69 $356,823 - $379,918	3,811 New	3,811 $370 Million

Others Institutions Holding AGG

# of Institutions

1,919

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Lji Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History